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The Wealth and Poverty of Widows: Assets Before and After the Husband's Death

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Author Info
Michael D. Hurd
David A. Wise

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Abstract

We verify that widows are much more likely than couples to be poor and that they make up a large proportion of the poor elderly; 80 percent are widows or other single individuals. Then we seek to explain why the single elderly are poor, with emphasis on widows. We do this by tracing back over time their financial status, using the Longitudinal Retirement History Survey. The death of the husband very often induces the poverty of the surviving spouse, even though the married couple was not poor. While only about 9 percent of prior couples are poor, approximately 35 percent of the subsequent widows are. A large proportion of the wealth of the couple is lost when the husband dies. In addition we find that: (1) the prior households of poor widows earned and saved less than the prior households of non-poor widows, (2) more of the smaller accumulated wealth was lost at the death of the husband, (3) the absence of survivorship benefits or life insurance insured that the loss in wealth would leave the widow poor thereafter.

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Paper provided by National Bureau of Economic Research, Inc in its series NBER Working Papers with number 2325.

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Date of creation: Mar 1989
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Publication status: published relationship to a non-chapter. This should not happen. Please contact NBER.
Handle: RePEc:nbr:nberwo:2325

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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. Michael D. Hurd, 1987. "The Poverty of Widows: Future Prospects," NBER Working Papers 2326, National Bureau of Economic Research, Inc. [Downloadable!] (restricted)
    Other versions:
  2. Michael D. Hurd & John B. Shoven, 1982. "The Economic Status of the Elderly," NBER Working Papers 0914, National Bureau of Economic Research, Inc. [Downloadable!] (restricted)
    Other versions:
Full references

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. James P. Smith, 2004. "New Directions in Socioeconomic Research on Aging," Labor and Demography 0403016, EconWPA. [Downloadable!]
  2. B. Douglas Bernheim & Solange Berstein, 2002. "Saving and Life Insurance Holdings at Boston University – A Unique Case Study," Working Papers Central Bank of Chile 161, Central Bank of Chile. [Downloadable!]
  3. Michael D. Hurd, 1990. "Issues and Results from Research on the Elderly I: Economic Status (Part I of III Parts)," NBER Working Papers 3018, National Bureau of Economic Research, Inc. [Downloadable!] (restricted)
  4. O. Attanasio & H. W. Hoynes, . "Differential mortality and wealth accumulation," Institute for Research on Poverty Discussion Papers 1079-96, University of Wisconsin Institute for Research on Poverty. [Downloadable!]
    Other versions:
  5. Felix Büchel & Joachim R. Frick & Asghar Zaidi, 2004. "Income Mobility in Old Age in Britain and Germany," CASE Papers 089, Centre for Analysis of Social Exclusion, LSE. [Downloadable!]
  6. B. Douglas Bernheim & Lorenzo Forni & Jagadeesh Gokhale & Laurence J. Kotlikoff, 2003. "The Mismatch Between Life Insurance Holdings and Financial Vulnerabilities: Evidence from the Health and Retirement Study," American Economic Review, American Economic Association, vol. 93(1), pages 354-365, March. [Downloadable!]
  7. Namkee Ahn, 2005. "Financial Consequences of Widowhood in Europe: Cross-Country and Gender Differences," Economics Working Papers 032, European Network of Economic Policy Research Institutes. [Downloadable!]
  8. Kathleen McGarry, 1995. "Factors Determining Participation of the Elderly in SSI," NBER Working Papers 5250, National Bureau of Economic Research, Inc. [Downloadable!] (restricted)
  9. Karen E. Dynan & Jonathan Skinner & Stephen P. Zeldes, 2000. "Do the Rich Save More?," NBER Working Papers 7906, National Bureau of Economic Research, Inc. [Downloadable!] (restricted)
    Other versions:
  10. Alan L. Gustman & F. Thomas Juster, 1995. "Income and Wealth of Older American Households: Modeling Issues for Public Policy Analysis," NBER Working Papers 4996, National Bureau of Economic Research, Inc. [Downloadable!] (restricted)
  11. Michael Hurd & Elaine Reardon, 2003. "Real Wealth Changes from 1982 to 1991 Among the Newly Retired," Working Papers 03-15, RAND Corporation Publications Department. [Downloadable!]
  12. B. Douglas Bernheim & Lorenzo Forni & Jagadeesh Gokhale & Laurence J. Kotlikoff, 1999. "The adequacy of life insurance: evidence from the health and retirement survey," Working Paper 9914, Federal Reserve Bank of Cleveland. [Downloadable!]
    Other versions:
  13. Jonathan Skinner, 1993. "Is Housing Wealth a Sideshow?," NBER Working Papers 4552, National Bureau of Economic Research, Inc. [Downloadable!] (restricted)
    Other versions:
  14. B. Douglas Bernheim & Katherine Grace Carman & Jagadeesh Gokhale & Laurence J. Kotlikoff, 2001. "The Mismatch Between Life Insurance Holdings and Financial Vulnerabilities: Evidence from the Survey of Consumer Finances," NBER Working Papers 8544, National Bureau of Economic Research, Inc. [Downloadable!] (restricted)
    Other versions:
  15. David R. Weir & Robert J. Willis & Purvi A. Sevak, 2002. "The Economic Consequences of Widowhood," Working Papers wp023, University of Michigan, Michigan Retirement Research Center. [Downloadable!]
  16. B. Douglas Bernheim & Lorenzo Forni & Jagadeesh Gokhale & Laurence J. Kotlikoff, 2001. "The mismatch between life insurance holdings and financial vulnerabilities: evidence from the Health and Retirement Survey," Working Paper 0109, Federal Reserve Bank of Cleveland. [Downloadable!]
  17. Alan J. Auerbach & Laurence J. Kotlikoff & David N. Weil, 1992. "The Increasing Annuitization of the Elderly- Estimates and Implications for Intergenerational Tranfers, Inequality, and National Saving," NBER Working Papers 4182, National Bureau of Economic Research, Inc. [Downloadable!] (restricted)
    Other versions:
  18. C. D. Zick & K. Holden, . "An Assessment of the Wealth Holdings of Recent Widows," Institute for Research on Poverty Discussion Papers 1188-99, University of Wisconsin Institute for Research on Poverty. [Downloadable!]
  19. Michael D. Hurd, 1987. "The Poverty of Widows: Future Prospects," NBER Working Papers 2326, National Bureau of Economic Research, Inc. [Downloadable!] (restricted)
    Other versions:
  20. Bruck, Tilman & Schindler, Kati, 2008. "The Impact of Conflict and Fragility on Households: A Conceptual Framework with Reference to Widows," Working Papers RP2008/83, World Institute for Development Economic Research (UNU-WIDER). [Downloadable!]
  21. Namkee Ahn, . "Economic Consequences of Widowhood in Europe: Cross-country and Gender Differences," Working Papers 2004-27, FEDEA. [Downloadable!]
  22. K. C. Holden & S. Nicholson, . "Selection of a Joint-and-Survivor Pension," Institute for Research on Poverty Discussion Papers 1175-98, University of Wisconsin Institute for Research on Poverty. [Downloadable!]
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This page was last updated on 2009-11-25.


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