| 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: Abstract
, Key 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: Abstract
, Key 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: Abstract
, Key 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: Abstract
, Key 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: Abstract
, Key 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: Abstract
, Key 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: Abstract
, Key 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: Abstract
, Published 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: Abstract
, Published 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: Abstract
, Key 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: Abstract
, Key Findings
, Published 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: Abstract
, Published 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: Abstract
, Published 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: Abstract
, Published 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: Abstract
, Published 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)
|
