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Annuitization and Asset Allocation with HARA Utlity

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Author Info
Geoffrey Kingston
Susan Thorp

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Abstract

A new explanation for the well-known reluctance of retirees to buy life annuities is due to Milevsky and Young (2002, 2003). Specifically, the decision to buy longevity insurance is largely irreversible, so that the real option to delay annuitization generally has value. Milevsky and Young analyticaly identify and numerically estimate the RODA in a setting of constant relative risk aversion (CRRA). This paper extends the analysis of Milevsky and Young to the case of hyperbolic absolute risk aversion (HARA),the simplest representation of a consumption habit.The formula for the optimal timing of annuitization ias surprisingly simple, but yields only a myopic solution, that is, the precise date of annuitization cannot be ascertained in advance. The effect of increasing the subsistence consumption rate on the timing of annuity purchase is similar to the effect of increasing the curvature function of the utility function. As in the CRRA case studied by Milevsky and Young, delayed annuitization is associated with optimistic forward-looking estimates of the Sharpe ratio.

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Publisher Info
Paper provided by Econometric Society in its series Econometric Society 2004 Australasian Meetings with number 248.

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Date of creation: 11 Aug 2004
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Handle: RePEc:ecm:ausm04:248

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Related research
Keywords: Optimal stopping annuitization asset allocation longevity risk

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Find related papers by JEL classification:
G11 - Financial Economics - - General Financial Markets - - - Portfolio Choice; Investment Decisions

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  1. Hazel Bateman & Susan Thorp, 2007. "Choices and Constraints over Retirement Income Streams: Comparing Rules and Regulations," Research Paper Series 200, Quantitative Finance Research Centre, University of Technology, Sydney. [Downloadable!]
    Other versions:
  2. Wolfram Horneff & Raimond Maurer & Michael Stamos, 2008. "Optimal Gradual Annuitization: Quantifying the Costs of Switching to Annuities," Working Paper Series: Finance and Accounting 174, Department of Finance, Goethe University Frankfurt am Main. [Downloadable!]
  3. Wolfram Horneff & Raimond Maurer & Olivia Mitchell & Michael Stamos, 2007. "Money in Motion: Dynamic Portfolio Choice in Retirement," Working Papers wp152, University of Michigan, Michigan Retirement Research Center. [Downloadable!]
    Other versions:
  4. Wolfram J. Horneff & Raimond Maurer & Olivia S. Mitchell & Ivica Dus, 2006. "Optimizing the Retirement Portfolio: Asset Allocation, Annuitization, and Risk Aversion," NBER Working Papers 12392, National Bureau of Economic Research, Inc. [Downloadable!] (restricted)
    Other versions:
  5. Wolfram J. Horneff & Raimond H. Maurer & Olivia S. Mitchell & Michael Z. Stamos, 2008. "Asset Allocation and Location over the Life Cycle with Survival-Contingent Payouts," NBER Working Papers 14055, National Bureau of Economic Research, Inc. [Downloadable!] (restricted)
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