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An International Perspective on Policies for an Aging Society

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Author Info
Jonathan Gruber
David Wise

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Abstract

The single most important long run fiscal issue facing the developed world is the aging of its populations. In virtually every developed country, there will be a steep increase in the ratio of the elderly to the working age population over the first half of the 21st century. The purpose of our paper is to provide an international perspective on public policies directed towards the elderly, and to discuss the implications of these policies for both the elderly and for government budgets. We begin by briefly reviewing the panoply of public programs targeted to the elderly, and document wide variation among the otherwise similar OECD nations in government spending directed towards the elderly. We then review what this increased spending is buying the elderly by providing some evidence on the relationship between social insurance program incentives and labor supply, between public spending and average elderly incomes, and between public spending and elderly poverty rates. We provide some suggestive evidence that public spending on the elderly is doing little to raise their incomes on average, perhaps due to increased early retirement, but that it is significantly protecting them against poverty. We then ask what the demographic transition bodes for the future: if countries do not change their behavior, what is the likely path for their fiscal situations? We also show that, if the past is any guide, the burden of paying these high fiscal bills is likely to be paid through reduced spending elsewhere, particularly on programs for the non-elderly.

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Paper provided by National Bureau of Economic Research, Inc in its series NBER Working Papers with number 8103.

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Date of creation: Jan 2001
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Handle: RePEc:nbr:nberwo:8103

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Find related papers by JEL classification:
H55 - Public Economics - - National Government Expenditures and Related Policies - - - Social Security and Public Pensions

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  1. Courtney Coile & Jonathan Gruber, 2000. "Social Security and Retirement," NBER Working Papers 7830, National Bureau of Economic Research, Inc. [Downloadable!] (restricted)
  2. David M. Cutler, 2002. "Equality, Efficiency, and Market Fundamentals: The Dynamics of International Medical-Care Reform," Journal of Economic Literature, American Economic Association, vol. 40(3), pages 881-906, September.
  3. 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)
  4. Jonathan Gruber & David A. Wise, 1999. "Social Security and Retirement around the World," NBER Books, National Bureau of Economic Research, Inc, number grub99-1.
  5. Axel Borsch-Supan & Reinhold Schnabel, 1999. "Social Security and Retirement in Germany," NBER Chapters, in: Social Security and Retirement around the World, pages 135-180 National Bureau of Economic Research, Inc. [Downloadable!]
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  1. Clinton Lively, 2001. "Merrill Lynch & Co.: process risk management program," Conference Series ; [Proceedings], Federal Reserve Bank of Boston. [Downloadable!]
  2. Timothy M. Smeeding, 2002. "Income Maintenance In Old Age: What Can Be Learned From Cross-National Comparisons," Working Papers, Center for Retirement Research at Boston College 2001-11, Center for Retirement Research. [Downloadable!]
  3. Timothy Smeeding & R. Kent Weaver, 2003. "The Senior Income Guarantee (SIG): A New Proposal To Reduce Poverty Among The Elderly," Working Papers, Center for Retirement Research at Boston College 2001-12, Center for Retirement Research. [Downloadable!]
  4. Pilar Abad Romero & Eva Rodríguez Míguez, 2002. "Características socioeconómicas y estructura de los hogares de las personas mayores en España," Hacienda Pública Española, IEF, vol. 161(2), pages 49-68, June. [Downloadable!]
  5. Erica L. Groshen & Thomas Klitgaard, 2002. "Live long and prosper: challenges ahead for an aging population," Current Issues in Economics and Finance, Federal Reserve Bank of New York, issue Feb. [Downloadable!]
  6. Thomas K. Bauer & Deborah A. Cobb-Clark & Vincent Hildebrand & Mathias Sinning, 2007. "A Comparative Analysis of the Nativity Wealth Gap," IZA Discussion Papers 2772, Institute for the Study of Labor (IZA). [Downloadable!]
    Other versions:
  7. Rydell, Ingrid, 2005. "Equity, Justice, Interdependence: Intergenerational Transfers and the Ageing Population," Arbetsrapport 2005:5, Institute for Futures Studies. [Downloadable!]
  8. Britta Baum & Helmut Seitz & Andrej Worobjew, 2002. "Der Einfluss der Alters- und Familienstrukturen auf die Ausgaben der Länder und Gemeinden," Vierteljahrshefte zur Wirtschaftsforschung / Quarterly Journal of Economic Research, DIW Berlin, German Institute for Economic Research, vol. 71(1), pages 147-162.
  9. Ronald D. Lee & Ryan D. Edwards, 2001. "The fiscal impact of population change," Conference Series ; [Proceedings], Federal Reserve Bank of Boston. [Downloadable!]
  10. Bhattacharya, Joydeep & Reed, Rob, 2003. "Age-Specific Employment Policies," Staff General Research Papers 10256, Iowa State University, Department of Economics. [Downloadable!]
  11. Bellemare, Charles & Kröger, Sabine, 2004. "On Representative Social Capital," IZA Discussion Papers 1145, Institute for the Study of Labor (IZA). [Downloadable!]
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  12. Flodén, Martin, 2002. "Public Saving and Policy Coordination in Ageing Economies," CEPR Discussion Papers 3567, C.E.P.R. Discussion Papers. [Downloadable!] (restricted)
    Other versions:
  13. Jeff Borland, 2005. "Transitions to Retirement: A Review," Melbourne Institute Working Paper Series wp2005n03, Melbourne Institute of Applied Economic and Social Research, The University of Melbourne. [Downloadable!]
  14. Bas van Groezen & Hannah Kiiver & Brigitte Unger, 2006. "Coordination of Pension Provision in a Divided Europe: The Role of Citizens' Preferences," Working Papers 06-08, Utrecht School of Economics. [Downloadable!]
  15. Anna Schwartz, 2004. "Risks to the long-term stability of the euro," Atlantic Economic Journal, International Atlantic Economic Society, vol. 32(1), pages 1-10, March. [Downloadable!] (restricted)
  16. Ronald Lee & Sang-Hyop Lee & Andrew Mason, 2006. "Charting the Economic Life Cycle," NBER Working Papers 12379, National Bureau of Economic Research, Inc. [Downloadable!] (restricted)
  17. Jane Sneddon Little & Robert K. Triest, 2001. "The impact of demographic change on U. S. labor markets," Conference Series ; [Proceedings], Federal Reserve Bank of Boston. [Downloadable!]
    Other versions:
  18. Uwe E. Reinhardt, 2000. "Health Care for the Aging Baby Boom: Lessons from Abroad," Journal of Economic Perspectives, American Economic Association, vol. 14(2), pages 71-83, Spring. [Downloadable!] (restricted)
  19. Agneta Stark & Nancy Folbre & Lois Shaw & Timothy Smeeding & Susanna Sandström & Lois Shaw & Sunhwa Lee & Kyunghee Chung, 2005. "Explorations Gender and Aging: Cross-National Contrasts," Feminist Economics, Taylor and Francis Journals, vol. 11(2), pages 163-197, July. [Downloadable!] (restricted)
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