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The Effects of Social Security Reforms on Retirement Ages and RetirementIncomes

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Author Info
Gary S. Fields
Olivia S. Mitchell

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Abstract

Recent changes legislated in the U.S. Social Security system are changing the economic incentives to work and retire. Some older workers will respond to these new incentives by retiring at different ages. This paper evaluates the signs and magnitudes of these responses. Using a representative sample of male workers, we investigate the pre-reform earnings, private pensions, and Social Security profiles available at alternative retirement ages. Then we examine four specific changes in the structure of Social Security benefits: raising the normal retirement age, delaying the cost-of-living adjustment, lowering early retirement benefits, and increasing late retirement payments. Behavioral parameters are estimated using an ordered logit model of retirement ages; these are than used to evaluate how retirement behavior might respond to each of the four reforms.The largest retirement age response is observed for the policy change which cuts benefits at the earliest ages and offers larger rewards for continued work. This change would delay the average retirement age by about three months. The other reforms generate even smaller responses. Changes in retirement ages of this magnitude will be to small to compensate retirees for reductions in benefit formulas. Thus the Social Security's financial burden will be eased but retiree's incomes will fall on average.

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Paper provided by National Bureau of Economic Research, Inc in its series NBER Working Papers with number 1348.

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Date of creation: May 1984
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Publication status: published as Fields, Gary S. and Olivia S. Mitchell. "The Effects of Social Security Reforms on Retirement Ages and Retirement Incomes." Journal of Public Economics, Winter, 1984.
Handle: RePEc:nbr:nberwo:1348

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  1. Fatma El-Hamidi & Fatma EL-Hamidi & Cem Baslevent, 2007. "Preferences for Eerly Retirement among Older Government Employees in Egypt," Working Papers 335, University of Pittsburgh, Department of Economics, revised Feb 2008. [Downloadable!]
  2. 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!]
  3. Silvana Pozzebon & Olivia S. Mitchell, 1986. "Married Women's Retirement Behavior," NBER Working Papers 2104, National Bureau of Economic Research, Inc. [Downloadable!] (restricted)
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  4. Olivia S. Mitchell, 1987. "Social Security Reforms and Poverty Among Older Dual-Earner Couples," NBER Working Papers 2382, National Bureau of Economic Research, Inc. [Downloadable!] (restricted)
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  5. Giovanni Mastrobuoni, 2006. "Labor Supply Effects of the Recent Social Security Benefit Cuts: Empirical Estimates Using Cohort Discontinuities," Working Papers 893, Princeton University, Department of Economics, Industrial Relations Section.. [Downloadable!]
  6. Olivia S. Mitchell, 1993. "Retirement Systems in Developed and Developing Countries: Institutional Features, Economic Effects, and Lessons for Economies in Transition," NBER Working Papers 4424, National Bureau of Economic Research, Inc. [Downloadable!] (restricted)
    Other versions:
  7. Giovanni Mastrobuoni, 2005. "Labor Supply Effects of the Recent Social Security Benefit Cuts: Empirical Estimates Using Cohort Discontinuities," Carlo Alberto Notebooks 33, Collegio Carlo Alberto, revised 2006. [Downloadable!]
    Other versions:
  8. Herbertsson, Tryggvi Thor & Orszag, J. Michael, 2003. "The Early Retirement Burden: Assessing the Costs of the Continued Prevalence of Early Retirement in OECD Countries," IZA Discussion Papers 816, Institute for the Study of Labor (IZA). [Downloadable!]
  9. 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!]
  10. 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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