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Economic Determinants of the Optimal Retirement Age: An Empirical Investigation

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Author Info
Gary S. Fields
Olivia S. Mitchell

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Abstract

This paper examines how the structure of earnings and pension opportunities affects retirement behavior. We use a life cycle model of labor supply, paying special attention to the institutional features of private pensions and Social Security benefits. This theoretical formulation is used to develop comparative dynamic pre- dictions and to guide empirical modeling. Data from a new survey of workers and their income alternatives are used to implement the empirical model. Along the way, we highlight a number of interesting and little known facts about older workers' income. Contrary to popular opinion we find that private pensions are not always actuarially neutral; Social Security benefits do not typically decline (in present value terms) the longer retirement is deferred; and for many people, retirement income approaches and even exceeds net labor income. On the basis of empirical estimates of retirement parameters, we conclude that (1) people with higher base incomes retire earlier, and (2) those who have more to gain by postponing retirement, retire later. These findings are relevant to proposed reforms of the Social Security system as well as pension programs.

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Paper provided by National Bureau of Economic Research, Inc in its series NBER Working Papers with number 0876.

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Date of creation: Apr 1982
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Publication status: published as Fields, Gary S. and Olivia S. Mitchell. "Economic Determinants of the Optimal Retirement Age: An Empirical Investigation." Journal of Human Resources, Vol. 19, (Winter 1984).
Handle: RePEc:nbr:nberwo:0876

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References listed on IDEAS
Please report citation or reference errors to , or , if you are the registered author of the cited work, log in to your RePEc Author Service profile, click on "citations" and make appropriate adjustments.:
  1. Jeremy I. Bulow, 1979. "Analysis of Pension Funding Under Erisa," NBER Working Papers 0402, National Bureau of Economic Research, Inc. [Downloadable!] (restricted)
  2. Olivia S. Mitchell & Gary S. Fields, 1981. "The Effects of Pensions and Earnings on Retirement: A Review Essay," NBER Working Papers 0772, National Bureau of Economic Research, Inc. [Downloadable!] (restricted)
  3. Gary Burtless & Jerry A. Hausman, 1983. ""Double Dipping": The Combined Effects of Social Security and Civil Service Pensions on Employee Retirement," NBER Working Papers 0800, National Bureau of Economic Research, Inc. [Downloadable!] (restricted)
    Other versions:
  4. Boskin, Michael J. & Hurd, Michael D., 1978. "The effect of social security on early retirement," Journal of Public Economics, Elsevier, vol. 10(3), pages 361-377, December. [Downloadable!] (restricted)
    Other versions:
  5. Crawford, Vincent P & Lilien, David M, 1981. "Social Security and the Retirement Decision," The Quarterly Journal of Economics, MIT Press, vol. 96(3), pages 505-29, August. [Downloadable!] (restricted)
  6. John B. Burbidge & A. Leslie Robb, 1980. "Pensions and Retirement Behaviour," Canadian Journal of Economics, Canadian Economics Association, vol. 13(3), pages 421-37, August. [Downloadable!] (restricted)
  7. Burtless, Gary & Hausman, Jerry A, 1978. "The Effect of Taxation on Labor Supply: Evaluating the Gary Negative Income Tax Experiments," Journal of Political Economy, University of Chicago Press, vol. 86(6), pages 1103-30, December. [Downloadable!] (restricted)
    Other versions:
  8. Heckman, James J & Macurdy, Thomas E, 1980. "A Life Cycle Model of Female Labour Supply," Review of Economic Studies, Blackwell Publishing, vol. 47(1), pages 47-74, January. [Downloadable!] (restricted)
  9. Feldstein, Martin S, 1974. "Social Security, Induced Retirement, and Aggregate Capital Accumulation," Journal of Political Economy, University of Chicago Press, vol. 82(5), pages 905-26, Sept./Oct. [Downloadable!] (restricted)
  10. Gordon, Roger H. & Blinder, Alan S., 1980. "Market wages, reservation wages, and retirement decisions," Journal of Public Economics, Elsevier, vol. 14(2), pages 277-308, October. [Downloadable!] (restricted)
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  11. Zabalza, A. & Pissarides, C. & Barton, M., 1980. "Social security and the choice between full-time work, part-time work and retirement," Journal of Public Economics, Elsevier, vol. 14(2), pages 245-276, October. [Downloadable!] (restricted)
  12. Sheshinski, Eytan, 1978. "A model of social security and retirement decisions," Journal of Public Economics, Elsevier, vol. 10(3), pages 337-360, December. [Downloadable!] (restricted)
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  13. Alan S. Blinder & Roger H. Gordon & Donald E. Wise, 1981. "Reconsidering the Work Disincentive Effects of Social Security," NBER Working Papers 0562, National Bureau of Economic Research, Inc. [Downloadable!] (restricted)
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Cited by:
(explanations, Please report citation or reference errors to , or , if you are the registered author of the cited work, log in to your RePEc Author Service profile, click on "citations" and make appropriate adjustments.)

  1. Courtney Coile & Jonathan Gruber, 2000. "Social Security Incentives for Retirement," NBER Working Papers 7651, National Bureau of Economic Research, Inc. [Downloadable!] (restricted)
  2. Laurence J. Kotlikoff & David A. Wise, 1987. "Pension Backloading, Wage Taxes, and Work Disincentives," NBER Working Papers 2463, National Bureau of Economic Research, Inc. [Downloadable!] (restricted)
  3. Olivia S. Mitchell & Gary S. Fields, 1983. "Economic Incentives to Retire: A Qualitative Choice Approach," NBER Working Papers 1096, National Bureau of Economic Research, Inc. [Downloadable!] (restricted)
  4. Mário Centeno & Márcio Corrêa, 2006. "Job Matching, Unexpected Obligations And Retirement Decisions," Anais do XXXIV Encontro Nacional de Economia [Proceedings of the 34th Brazilian Economics Meeting] 159, ANPEC - Associação Nacional dos Centros de Pósgraduação em Economia [Brazilian Association of Graduate Programs in Economics]. [Downloadable!]
  5. Catherine P. Montalto, 2002. "Retirement Wealth And Its Adequacy: Assessing The Impact Of Changes In The Age Of Eligibility For Full Social Security Benefits," Working Papers, Center for Retirement Research at Boston College 2001-07, Center for Retirement Research. [Downloadable!]
  6. Arjan Heyma, 2004. "A structural dynamic analysis of retirement behaviour in the Netherlands," Journal of Applied Econometrics, John Wiley & Sons, Ltd., vol. 19(6), pages 739-759. [Downloadable!]
  7. Courtney Coile & Jonathan Gruber, 2002. "Social Security And Retirement," Working Papers, Center for Retirement Research at Boston College 2000-11, Center for Retirement Research. [Downloadable!]
  8. Kerwin Kofi Charles, 2002. "Is Retirement Depressing?: Labor Force Inactivity and Psychological Well-Being in Later Life," NBER Working Papers 9033, National Bureau of Economic Research, Inc. [Downloadable!] (restricted)
  9. David Neumark & Wendy A. Stock, 1997. "Age Discrimination Laws and Labor Market Efficiency," NBER Working Papers 6088, National Bureau of Economic Research, Inc. [Downloadable!] (restricted)
    Other versions:
  10. Courtney Coile, 2003. "Retirement Incentives and Couples' Retirement Decisions," NBER Working Papers 9496, National Bureau of Economic Research, Inc. [Downloadable!] (restricted)
  11. Courtney Coile, 2003. "Retirement Incentives And Couples' Retirement Decisions," Working Papers, Center for Retirement Research at Boston College 2003-04, Center for Retirement Research. [Downloadable!]
  12. David Neumark, 2001. "Age Discrimination Legislation in the United States," NBER Working Papers 8152, National Bureau of Economic Research, Inc. [Downloadable!] (restricted)
    Other versions:
  13. John B. Williamson & Tay K. McNamara, 2002. "The Effect of Unplanned Changes in Marital and Disability Status: Interrupted Trajectories and Labor Force Participation," Working Papers, Center for Retirement Research at Boston College 2002-05, Center for Retirement Research. [Downloadable!]
  14. Olivia S. Mitchell & Gary S. Fields, 1983. "Rewards to Continued Work: The Economic Incentives For Postponing Retirement," NBER Working Papers 1204, National Bureau of Economic Research, Inc. [Downloadable!] (restricted)
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