CAREGIVING RESPONSIBILITIES AND THE RETIREMENT DECISION

照顾责任和退休决定

基本信息

批准号：
2002099
负责人：
ROBIN L. LUMSDAINE
金额：
$ 7.79万
依托单位：
NATIONAL BUREAU OF ECONOMIC RESEARCH
依托单位国家：
美国
项目类别：
财政年份：
1996
资助国家：
美国
起止时间：
1996-09-01 至 1999-08-31
项目状态：
已结题

来源：
https://reporter.nih.gov/project-details/2002099
关键词：
caregivers clinical research decision making human data human population study model design /development retirement social model

项目摘要

The proposed research will investigate the relationship between caregiving responsibilities and the retirement decision. The focus will be on three types of caregiving responsibilities facing individuals nearing retirement age: elderly parents, infirmed spouses, and grandchildren. Existing literature documents the financial incentives affecting the retirement decision (e.g., pensions, Social Security); one goal of the proposed research is to consider non-pecuniary incentives and their effect on behaviors. While existing caregiving literature has documented the effects of caregiving on labor force participation decisions, the focus of this literature has been on working mothers of all ages with preschool age children and on spousal caregiving, with little specific attention to retirement age individuals. Thus another goal of the proposed research is to focus specifically on individuals who are potentially facing a joint behavioral decision of caregiving and retirement. The interrelation of these decisions will require a model of endogenous decisionmaking. The research will proceed as follows: 1) examine the links between the caregiving and retirement decisions and investigate the endogeneity between the two decisions, 2) modify a dynamic "base case" behavioral model of retirement to incorporate the caregiving decision, 3) simulate the effects on labor force participation of changes in public and corporate policy related to caregiving. The principal datasets to be used in the analysis are the HRS and AHEAD surveys. The HRS is a natural choice for the analysis because of its large sample of individuals in the age range of interest (likely to be facing caregiving and retirement decisions). It also contains a rich collection of financial information at the individual level, so that the model will focus on the effects of non-pecuniary incentives while still controlling for the financial effects which have been shown in previous studies to be quite important.

拟议的研究将调查护理责任和退休决定。重点将承担三种类型的护理责任即将退休的年龄：老年父母，体内的配偶和孙子。现有文献记录了经济激励措施影响退休决定（例如，养老金，社会保障）；一拟议研究的目标是考虑非金钱激励措施和它们对行为的影响。而现有的护理文献有记录了护理对劳动力参与的影响决定，这些文献的重点是所有年龄段有学龄前儿童和配偶照料，对退休年龄个人的注意很少。因此另一个拟议的研究的目标是专门专门针对的个人可能面临着照顾和退休。这些决定的相互关系将需要一个模型内源决策。研究将进行如下：1）检查护理和退休决策与退休决策之间的联系研究两个决定之间的内生性，2）修改A 动态“基本情况”退休的行为模型护理决定，3）模拟对劳动力参与的影响公共和公司政策的变化与照料有关。这分析中要使用的主要数据集是HRS和前方调查。 HRS是分析的自然选择，因为在关注年龄范围内的个人大量样本（可能是面对护理和退休决策）。它还包含一个富人在个人层面收集财务信息，以便模型将侧重于非金钱激励措施的影响控制以前显示的财务影响研究非常重要。