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The Incidence of Medicare

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Author Info
Mark McClellan
Jonathan Skinner

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Abstract

The Medicare program transfers more than $200 billion annually from taxpayers to beneficiaries. This paper considers the incidence of such transfers. First, we examine the net tax payments and program expenditures for individuals in different lifetime income groups. We find Medicare has led to net transfers from the poor to the wealthy, as a result of relatively regressive financing mechanisms and the higher expenditures and longer survival times of wealthier beneficiaries. Even with recent financing reforms, net transfers to the wealthy are likely to continue for at least several more decades. Second, we consider the insurance value of Medicare in providing a missing market for health insurance. With plausible parameter values, our simulations suggest that low-income elderly benefitted more than the dollar flows would suggest. Including this insurance value implies that, on net, there is faint redistribution from the highest income deciles to the lowest income deciles. We also consider the likely distributional impact of several proposed reforms in Medicare financing and benefits.

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Paper provided by National Bureau of Economic Research, Inc in its series NBER Working Papers with number 6013.

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Date of creation: Apr 1997
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Handle: RePEc:nbr:nberwo:6013

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Find related papers by JEL classification:
H2 - Public Economics - - Taxation, Subsidies, and Revenue
I1 - Health, Education, and Welfare - - Health

References listed on IDEAS
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  1. Wagstaff, Adam & van Doorslaer, Eddy & Paci, Pierella, 1991. "On the measurement of horizontal inequity in the delivery of health care," Journal of Health Economics, Elsevier, vol. 10(2), pages 169-205, July. [Downloadable!] (restricted)
  2. Garrett, Daniel M, 1995. "The Effects of Differential Mortality Rates on the Progressivity of Social Security," Economic Inquiry, Oxford University Press, vol. 33(3), pages 457-75, July.
  3. Peter Diamond, 2004. "Social Security," American Economic Review, American Economic Association, vol. 94(1), pages 1-24, March. [Downloadable!] (restricted)
  4. Michael D. Hurd & John B. Shoven, 1986. "The Distributional Impact of Social Security," NBER Working Papers 1155, National Bureau of Economic Research, Inc. [Downloadable!] (restricted)
  5. R. Glenn Hubbard & Jonathan Skinner & Stephen P. Zeldes, 1994. "The Importance of Precautionary Motives in Explaining Individual and Aggregate Saving," NBER Working Papers 4516, National Bureau of Economic Research, Inc. [Downloadable!] (restricted)
    Other versions:
  6. Manning, Willard G, et al, 1987. "Health Insurance and the Demand for Medical Care: Evidence from a Randomized Experiment," American Economic Review, American Economic Association, vol. 77(3), pages 251-77, June. [Downloadable!] (restricted)
  7. Bernheim, B. Douglas, 1987. "The economic effects of social security : Toward a reconciliation of theory and measurement," Journal of Public Economics, Elsevier, vol. 33(3), pages 273-304, August. [Downloadable!] (restricted)
  8. Culyer, A J, 1989. "The Normative Economics of Health Care Finance and Provision," Oxford Review of Economic Policy, Oxford University Press, vol. 5(1), pages 34-58, Spring.
  9. Alan J. Auerbach & Jagadeesh Gokhale & Laurence J. Kotlikoff, 1992. "Social security and Medicare policy from the perspective of generational accounting," Working Paper 9206, Federal Reserve Bank of Cleveland. [Downloadable!]
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  10. Olsen, Edgar O. & Rogers, Diane Lim, 1991. "The welfare economics of equal access," Journal of Public Economics, Elsevier, vol. 45(1), pages 91-105, June. [Downloadable!] (restricted)
  11. Culyer, A. J. & van Doorslaer, Eddy & Wagstaff, Adam, 1992. "Utilisation as a measure of equity by Mooney, Hall, Donaldson and Gerard," Journal of Health Economics, Elsevier, vol. 11(1), pages 93-98, May. [Downloadable!] (restricted)
  12. Weisbrod, Burton A, 1991. "The Health Care Quadrilemma: An Essay on Technological Change, Insurance, Quality of Care, and Cost Containment," Journal of Economic Literature, American Economic Association, vol. 29(2), pages 523-52, June. [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. David M. Cutler & Louise Sheiner, 2000. "Generational aspects of Medicare," Finance and Economics Discussion Series 2000-09, Board of Governors of the Federal Reserve System (U.S.). [Downloadable!]
    Other versions:
  2. Mark McClellan, 2000. "Medicare Reform: Fundamental Problems, Incremental Steps," Journal of Economic Perspectives, American Economic Association, vol. 14(2), pages 21-44, Spring. [Downloadable!] (restricted)
  3. Jay Bhattacharya & Neeraj Sood, 2005. "Health Insurance and the Obesity Externality," NBER Working Papers 11529, National Bureau of Economic Research, Inc. [Downloadable!] (restricted)
  4. Casey B. Mulligan & Xavier Sala-i-Martin, 2002. "Social Security in theory and practice wth implications for reform," Discussion Papers 0203-01, Columbia University, Department of Economics. [Downloadable!]
  5. Victor R. Fuchs, 1998. "Provide, Provide: The Economics of Aging," NBER Working Papers 6642, National Bureau of Economic Research, Inc. [Downloadable!] (restricted)
  6. Jeffrey B. Liebman, 2001. "Redistribution in the Current U.S. Social Security System," NBER Working Papers 8625, National Bureau of Economic Research, Inc. [Downloadable!] (restricted)
    Other versions:
  7. Casey Mulligan & Tomas Philipson, . "Merit Motives and Government Intervention: Public Finance in Reverse," University of Chicago - Population Research Center 2000-03, Chicago - Population Research Center. [Downloadable!]
    Other versions:
  8. Amy Finkelstein & Robin McKnight, 2005. "What Did Medicare Do (And Was It Worth It)?," NBER Working Papers 11609, National Bureau of Economic Research, Inc. [Downloadable!] (restricted)
  9. Casey Mulligan & Xavier Sala-i-Martin, 2004. "Internationally Common Features of Public Old-Age Pensions, and Their Implications for Models of the Public Sector," Advances in Economic Analysis & Policy, Berkeley Electronic Press, vol. 4(1), pages 1067-1067. [Downloadable!] (restricted)
  10. Sarah Feldman & David Scharfstein, 1998. "Managed Care Provider Volume," NBER Working Papers 6523, National Bureau of Economic Research, Inc. [Downloadable!] (restricted)
  11. Jay Bhattacharya & Darius Lakdawalla, 2002. "Does Medicare Benefit the Poor? New Answers to an Old Question," NBER Working Papers 9280, National Bureau of Economic Research, Inc. [Downloadable!] (restricted)
  12. Julie Lee & Mark McClellan & Jonathan Skinner, 1999. "The Distributional Effects of Medicare," NBER Working Papers 6910, National Bureau of Economic Research, Inc. [Downloadable!] (restricted)
  13. Victor R. Fuchs, 1998. "Health, Government, and Irving Fisher," NBER Working Papers 6710, National Bureau of Economic Research, Inc. [Downloadable!] (restricted)
  14. Casey B. Mulligan & Xavier Sala-i-Martin, 1999. "Social Security in Theory and Practice (I): Facts and Political Theories," Economics Working Papers 384, Department of Economics and Business, Universitat Pompeu Fabra. [Downloadable!]
    Other versions:
  15. Casey B. Mulligan, 2001. "Economic Limits on "Rational" Democratic Redistribution," Working Papers 0107, Harris School of Public Policy Studies, University of Chicago. [Downloadable!]
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