Section Banner
spacer
spacer
spacerspacerspacerspacerspacer
spacer home > publications > working papers > authors > olivia s. mitchell
Olivia S. Mitchell

2014
Will They Take the Money and Work? An Empirical Analysis of People’s Willingness to Delay Claiming Social Security Benefits for a Lump Sum
by Raimond H. Maurer, Olivia S. Mitchell, Ralph Rogalla and Tatjana Schimetschek
WP 2014-308, September 2014
View: AbstractKey FindingsPublished Citation  • Download: Full Paper (PDF)
 
2013
Evaluating Web-based Savings Interventions: A Preliminary Assessment
by Wei-Yin Hu, Olivia S. Mitchell, Cynthia Pagliaro and Stephen P. Utkus
WP 2013-299, October 2013
View: AbstractKey Findings  • Download: Full Paper (PDF)
How Family Status and Social Security Claiming Options Shape Optimal Life Cycle Portfolios
by Andreas Hubener, Raimond H. Maurer and Olivia S. Mitchell
WP 2013-293, October 2013
View: AbstractKey Findings  • Download: Full Paper (PDF)
Older Adult Debt and Financial Frailty
by Annamaria Lusardi and Olivia S. Mitchell
WP 2013-291, September 2013
View: AbstractKey Findings  • Download: Full Paper (PDF)
Technical Review Panel for the Pension Insurance Modeling System (PIMS)
by Olivia S. Mitchell, Christopher C. Geczy, Robert Novy-Marx, Raimond H. Maurer, Donald E. Fuerst, Christopher M. Bone, Donald J. Segal, Martin G. Clarke, Frank J. Fabozzi, Deborah Lucas and David F. Babbel
WP 2013-290, September 2013
View: AbstractKey Findings  • Download: Full Paper (PDF)
Optimal Life Cycle Portfolio Choice with Variable Annuities Offering Liquidity and Investment Downside Protection
by Vanya Horneff, Raimond H. Maurer, Olivia S. Mitchell and Ralph Rogalla
WP 2013-286, June 2013
View: AbstractKey Findings  • Download: Full Paper (PDF)
 
2012
Exchanging Delayed Social Security Benefits for Lump Sums: Could This Incentivize Longer Work Careers?
by Jing Jing Chai, Raimond H. Maurer, Olivia S. Mitchell and Ralph Rogalla
WP 2012-266, October 2012
View: AbstractKey Findings  • Download: Full Paper (PDF)
Retirement in Japan and the United States: Cross-national Comparisons using the Japanese Study of Aging and Retirement (JSTAR) and the U.S. Health and Retirement Study (HRS)
by Olivia S. Mitchell and John W. R. Phillips
WP 2012-270, October 2012
View: Abstract  • Download: Full Paper (PDF)
 
2011
First-Round Impacts of the 2008 Chilean Pension System Reform
by Jere Behrman, Maria Cecilia Calderon, Olivia S. Mitchell, Javiera Vasquez and David Bravo
WP 2011-245, September 2011
View: AbstractKey Findings  • Download: Full Paper (PDF)
Lifecycle Impacts of the Financial and Economic Crisis on Household Optimal Consumption, Portfolio Choice, and Labor Supply
by Jing Jing Chai, Raimond H. Maurer, Olivia S. Mitchell and Ralph Rogalla
WP 2011-246, September 2011
View: AbstractKey Findings  • Download: Full Paper (PDF)
 
2010
How Financial Literacy and Impatience Shape Retirement Wealth and Investment Behaviors
by Justine Hastings and Olivia S. Mitchell
WP 2010-233, October 2010
View: AbstractKey Findings  • Download: Full Paper (PDF)
Borrowing from Yourself: The Determinants of 401(k) Loan Patterns
by Timothy Jun Lu and Olivia S. Mitchell
WP 2010-221, September 2010
View: AbstractKey Findings  • Download: Full Paper (PDF)
 
2009
Financial Literacy and Financial Sophistication in the Older Population: Evidence from the 2008 HRS
by Annamaria Lusardi, Olivia S. Mitchell and Vilsa Curto
WP 2009-216, September 2009
View: AbstractKey Findings  • Download: Full Paper (PDF)
Extending Life Cycle Models of Optimal Portfolio Choice: Integrating Flexible Work, Endogenous Retirement, and Investment Decisions with Lifetime Payouts
by Jing Jing Chai, Wolfram J. Horneff, Raimond H. Maurer and Olivia S. Mitchell
WP 2009-204, August 2009
View: AbstractKey Findings  • Download: Full Paper (PDF)
Financial Literacy among the Young
by Annamaria Lusardi, Olivia S. Mitchell and Vilsa Curto
WP 2008-191, August 2009
View: AbstractKey Findings  • Download: Full Paper (PDF)
The Efficiency of Pension Menus and Individual Portfolio Choice in 401(k) Pensions
by Ning Tang, Olivia S. Mitchell, Gary R. Mottola and Stephen P. Utkus
WP 2009-203, July 2009
View: AbstractKey Findings  • Download: Full Paper (PDF)
 
2008
The Efficiency of Pension Plan Investment Menus: Investment Choices in Defined Contribution Pension Plans
by Ning Tang and Olivia S. Mitchell
WP 2008-176, June 2008
View: Abstract  • Download: Full Paper (PDF)
Asset Allocation and Location over the Life Cycle with Survival-Contingent Payouts
by Wolfram J. Horneff, Raimond H. Maurer, Olivia S. Mitchell and Michael Z. Stamos
WP 2008-177, May 2008
View: Abstract  • Download: Full Paper (PDF)
 
2007
Financial Literacy and Retirement Planning: New Evidence from the Rand American Life Panel
by Annamaria Lusardi and Olivia S. Mitchell
WP 2007-157, October 2007
View: AbstractKey Findings  • Download: Full Paper (PDF)
Winners and Losers: 401(k) Trading and Portfolio Performance
by Takeshi Yamaguchi, Olivia S. Mitchell, Gary R. Mottola and Stephen P. Utkus
WP 2007-154, June 2007
View: AbstractKey Findings  • Download: Full Paper (PDF)
Money in Motion: Dynamic Portfolio Choice in Retirement
by Wolfram J. Horneff, Raimond H. Maurer, Olivia S. Mitchell and Michael Z. Stamos
WP 2007-152, March 2007
View: AbstractKey Findings  • Download: Full Paper (PDF)
 
2006
Financial Literacy and Retirement Preparedness: Evidence and Implications for Financial Education Programs
by Annamaria Lusardi and Olivia S. Mitchell
WP 2006-144, December 2006
View: AbstractPublished Citation  • Download: Full Paper (PDF)
Planning and Financial Literacy: How Do Women Fare?
by Annamaria Lusardi and Olivia S. Mitchell
WP 2006-136, October 2006
View: Abstract  • Download: Full Paper (PDF)
Optimizing the Retirement Decision: Asset Allocation, Annuitization, and Risk Aversion
by Wolfram J. Horneff, Raimond H. Maurer, Olivia S. Mitchell and Ivica Dus
WP 2006-124, July 2006
View: AbstractPublished Citation  • Download: Full Paper (PDF)
The Inattentive Participant: Portfolio Trading Behavior in 401(k) Plans
by Olivia S. Mitchell, Gary R. Mottola, Stephen P. Utkus and Takeshi Yamaguchi
WP 2006-115, June 2006
View: AbstractKey Findings  • Download: Full Paper (PDF)
Social Security Replacement Rates for Alternative Earnings Benchmarks
by Olivia S. Mitchell and John W. R. Phillips
WP 2006-116, May 2006
View: AbstractKey FindingsPublished Citation  • Download: Full Paper (PDF)
Baby Boomer Retirement Security: The Roles of Planning, Financial Literacy, and Housing Wealth
by Annamaria Lusardi and Olivia S. Mitchell
WP 2006-114, April 2006
View: AbstractPublished Citation  • Download: Full Paper (PDF)
 
2005
Financial Literacy and Planning: Implications for Retirement Wellbeing
by Annamaria Lusardi and Olivia S. Mitchell
WP 2005-108, December 2005
View: Abstract  • Download: Full Paper (PDF)
Saving Shortfalls and Delayed Retirement
by Andrew Au, Olivia S. Mitchell and John W. R. Phillips
WP 2005-094, January 2005
View: Abstract  • Download: Full Paper (PDF)
 
2004
The Impact of Health Status and Out-of-Pocket Medical Expenditures on Annuity Valuation
by Cassio Turra and Olivia S. Mitchell
WP 2004-086, July 2004
View: Abstract  • Download: Full Paper (PDF)
Modeling Lifetime Earnings Paths: Hypothetical versus Actual Workers
by Andrew Au, Olivia S. Mitchell and John W. R. Phillips
WP 2004-074, March 2004
View: Abstract  • Download: Full Paper (PDF)
 
2003
Betting on Death and Capital Markets in Retirement: A Shortfall Risk Analysis of Life Annuities versus Phased Withdrawal Plans
by Ivica Dus, Raimond H. Maurer and Olivia S. Mitchell
WP 2003-063, November 2003
View: AbstractPublished Citation  • Download: Full Paper (PDF)
The Demand for Guarantees in Social Security Personal Retirement Accounts
by Olivia S. Mitchell and Alexander Muermann
WP 2003-060, October 2003
View: AbstractPublished Citation  • Download: Full Paper (PDF)
Lifetime Earnings Variability and Retirement Wealth
by Olivia S. Mitchell, John W. R. Phillips, Andrew Au and David McCarthy
WP 2003-051, June 2003
View: Abstract  • Download: Full Paper (PDF)
Understanding Individual Account Guarantees
by Marie-Eve Lachance and Olivia S. Mitchell
WP 2003-035, January 2003
View: AbstractPublished Citation  • Download: Full Paper (PDF)
 
2002
Applications, Denials, and Appeals for Social Security Disability Insurance
by Olivia S. Mitchell and John W. R. Phillips
WP 2002-032, July 2002
View: Abstract  • Download: Full Paper (PDF)
 
2001
Eligibility for Social Security Disability Insurance
by Olivia S. Mitchell and John W. R. Phillips
WP 2001-011, June 2001
View: Abstract  • Download: Full Paper (PDF)
 
2000
Retirement Responses to Early Social Security Benefit Reductions
by Olivia S. Mitchell and John W. R. Phillips
WP 2000-006, September 2000
View: Abstract  • Download: Full Paper (PDF)