Author Page for Olivia S. Mitchell

Wharton Pension Research Council Working Paper No. 2023-02, Jacobs Levy Equity Management Center for Quantitative Financial Research Paper, Journal of Financial Literacy and Wellbeing, forthcoming

Number of pages: 51 Posted: 19 Jan 2023 Last Revised: 19 Nov 2024

James J. Li, Olivia S. Mitchell and Christina Zhu

University of Pennsylvania - The Wharton School, and University of Pennsylvania - The Wharton School

Downloads 1,336 (32,083)

Abstract:

Suboptimal Household Investment and Information-Processing Frictions: Evidence from 529 College Savings Plans

NBER Working Paper No. w30848

Number of pages: 52 Posted: 16 Jan 2023 Last Revised: 16 Apr 2023

James J. Li, Olivia S. Mitchell and Christina Zhu

University of Pennsylvania - The Wharton School, and University of Pennsylvania - The Wharton School

Downloads 16 (1,244,256)

Abstract:

7.

Financial Literacy Among the Young: Evidence and Implications for Consumer Policy

Downloads 1,336 (32,652)

Citation 109

2

Financial Literacy Among the Young: Evidence and Implications for Consumer Policy

Pension Research Council WP 2009-09

Number of pages: 35 Posted: 23 Aug 2009

Olivia S. Mitchell, Annamaria Lusardi and Vilsa Curto

, Stanford University - Stanford Institute for Economic Policy Research and National Bureau of Economic Research (NBER)

Downloads 1,209 (37,128)

Citation 33

Abstract:

Financial Literacy Among the Young: Evidence and Implications for Consumer Policy

NBER Working Paper No. w15352

Number of pages: 34 Posted: 21 Sep 2009 Last Revised: 14 Jun 2023

Annamaria Lusardi, Olivia S. Mitchell and Vilsa Curto

Stanford University - Stanford Institute for Economic Policy Research, and National Bureau of Economic Research (NBER)

Downloads 127 (483,373)

Citation 76

Abstract:

8.

Financial Innovation for an Aging World

Downloads 860 (61,114)

Citation 5

2

Financial Innovation for an Aging World

Pension Research Council

Number of pages: 52 Posted: 03 Aug 2006

Olivia S. Mitchell, John Piggott, Michael Sherris and Shaun Yow

, University of New South Wales (UNSW) - Australian School of Business, School of Economics, UNSW Business School and University of New South Wales (UNSW)

Downloads 677 (82,572)

Citation 1

Abstract:

Financial Innovation for an Aging World

NBER Working Paper No. w12444

Number of pages: 48 Posted: 21 Aug 2006 Last Revised: 02 Jan 2022

Olivia S. Mitchell, John Piggott, Michael Sherris and Shaun Yow

, University of New South Wales (UNSW) - Australian School of Business, School of Economics, UNSW Business School and University of New South Wales (UNSW)

Downloads 183 (353,755)

Citation 4

Abstract:

9.

Fixed and Variable Longevity Annuities in Defined Contribution Plans: Optimal Retirement Portfolios Taking Social Security into Account

Downloads 823 (64,894)

3

Fixed and Variable Longevity Annuities in Defined Contribution Plans: Optimal Retirement Portfolios Taking Social Security into Account

Wharton Pension Research Council Working Paper No. 2023-01

Number of pages: 34 Posted: 12 Jan 2023

Vanya Horneff, Raimond Maurer and Olivia S. Mitchell

Goethe University Frankfurt - Finance Department, Goethe University Frankfurt - Finance Department and

Downloads 724 (75,707)

Abstract:

Fixed and Variable Longevity Annuities in Defined Contribution Plans: Optimal Retirement Portfolios Taking Social Security into Account

Center for Financial Studies Working Paper No. 684, 2023

Number of pages: 36 Posted: 18 Feb 2023

Vanya Horneff, Raimond Maurer and Olivia S. Mitchell

Goethe University Frankfurt - Finance Department, Goethe University Frankfurt - Finance Department and

Downloads 66 (747,993)

Abstract:

Fixed and Variable Longevity Annuities in Defined Contribution Plans: Optimal Retirement Portfolios Taking Social Security into Account

NBER Working Paper No. w30853

Number of pages: 34 Posted: 16 Jan 2023 Last Revised: 21 Apr 2023

Vanya Horneff, Raimond Maurer and Olivia S. Mitchell

Goethe University Frankfurt - Finance Department, Goethe University Frankfurt - Finance Department and

Downloads 33 (1,027,652)

Abstract:

10.

Financial Literacy Among the Young

Michigan Retirement Research Center Research Paper No. 2008-191

Number of pages: 35 Posted: 23 Sep 2009

Annamaria Lusardi, Olivia S. Mitchell and Vilsa Curto

Stanford University - Stanford Institute for Economic Policy Research, and National Bureau of Economic Research (NBER)

Downloads 786 (69,069)

Citation 45

Abstract:

11.

Simplifying Choices in Defined Contribution Retirement Plan Design

Downloads 760 (72,124)

Citation 6

2

Simplifying Choices in Defined Contribution Retirement Plan Design

Number of pages: 34 Posted: 02 Dec 2015

Donald B. Keim and Olivia S. Mitchell

University of Pennsylvania - Wharton School and

Downloads 713 (77,231)

Citation 1

Abstract:

Simplifying Choices in Defined Contribution Retirement Plan Design

NBER Working Paper No. w21854

Number of pages: 35 Posted: 12 Jan 2016 Last Revised: 20 Mar 2022

Donald B. Keim and Olivia S. Mitchell

University of Pennsylvania - Wharton School and

Downloads 47 (888,876)

Citation 5

Abstract:

12.

Winners and Losers: 401(K) Trading and Portfolio Performance

Pension Research Council Working Paper No. 2006-26, Michigan Retirement Research Center Research Paper No. WP 2007-154

Number of pages: 32 Posted: 06 Nov 2006

Takeshi Yamaguchi, Olivia S. Mitchell, Gary R. Mottola and Stephen P. Utkus

University of Pennsylvania - The Wharton School, , Research Director FINRA Foundation and University of Pennsylvania

Downloads 760 (72,124)

Citation 12

Abstract:

13.

Retirement Preparedness and Financial Literacy in Singapore: How Do the Self-Employed Compare?

Wharton Pension Research Council Working Paper No. 2019-01

Number of pages: 35 Posted: 12 Feb 2020

Benedict S. Koh and Olivia S. Mitchell

Singapore Management University - Lee Kong Chian School of Business and

Downloads 686 (82,303)

Citation 8

Abstract:

14.

Money in Motion: Dynamic Portfolio Choice in Retirement

Downloads 670 (84,833)

Citation 5

2

Money in Motion: Dynamic Portfolio Choice in Retirement

Pension Research Council Working Paper No. 2007-7, Michigan Retirement Research Center Research Paper No. WP 2007-152, 20th Australasian Finance & Banking Conference 2007 Paper

Number of pages: 34 Posted: 15 Feb 2007

Wolfram J. Horneff, Raimond Maurer, Olivia S. Mitchell and Michael Z. Stamos

Deka Investment, Goethe University Frankfurt - Finance Department, and Allianz Global Investors

Downloads 560 (105,211)

Citation 5

Abstract:

Money in Motion: Dynamic Portfolio Choice in Retirement

NBER Working Paper No. w12942

Number of pages: 32 Posted: 24 Feb 2007 Last Revised: 13 Nov 2022

Wolfram J. Horneff, Raimond Maurer, Olivia S. Mitchell and Michael Z. Stamos

Deka Investment, Goethe University Frankfurt - Finance Department, and Allianz Global Investors

Downloads 110 (540,671)

Abstract:

15.

Financial Literacy Around the World: An Overview

Downloads 659 (86,622)

Citation 90

2

Financial Literacy Around the World: An Overview

Netspar Discussion Paper No. 02/2011-023

Number of pages: 20 Posted: 19 Apr 2011

Annamaria Lusardi and Olivia S. Mitchell

Stanford University - Stanford Institute for Economic Policy Research and

Downloads 559 (105,461)

Citation 90

Abstract:

Financial Literacy Around the World: an Overview

NBER Working Paper No. w17107

Number of pages: 19 Posted: 06 Jun 2011 Last Revised: 31 Mar 2023

Annamaria Lusardi and Olivia S. Mitchell

Stanford University - Stanford Institute for Economic Policy Research and

Downloads 100 (580,892)

Abstract:

16.

How Persistent Low Expected Returns Alter Optimal Life Cycle Saving, Investment, and Retirement Behavior

Downloads 651 (88,010)

Citation 5

2

How Persistent Low Expected Returns Alter Optimal Life Cycle Saving, Investment, and Retirement Behavior

SAFE Working Paper No. 190

Number of pages: 21 Posted: 06 Nov 2019

Vanya Horneff, Raimond Maurer and Olivia S. Mitchell

Goethe University Frankfurt - Finance Department, Goethe University Frankfurt - Finance Department and

Downloads 616 (93,202)

Abstract:

How Persistent Low Expected Returns Alter Optimal Life Cycle Saving, Investment, and Retirement Behavior

NBER Working Paper No. w24311

Number of pages: 19 Posted: 06 Jun 2018 Last Revised: 05 Jun 2023

Vanya Horneff, Raimond Maurer and Olivia S. Mitchell

Goethe University Frankfurt - Finance Department, Goethe University Frankfurt - Finance Department and

Downloads 35 (1,006,351)

Citation 5

Abstract:

17.

Optimal Financial Literacy and Saving for Retirement

RAND Working Paper Series No. WR-905-SSA

Number of pages: 41 Posted: 03 Jan 2012

Annamaria Lusardi, Pierre-Carl Michaud and Olivia S. Mitchell

Stanford University - Stanford Institute for Economic Policy Research, RAND Corporation and

Downloads 645 (89,067)

Citation 6

Abstract:

18.

Company Stock and Retirement Plan Diversification

Pension Research Council Working Paper No. 2002-4

Number of pages: 72 Posted: 26 Mar 2002

Olivia S. Mitchell and Stephen P. Utkus

and University of Pennsylvania

Downloads 603 (97,005)

Citation 22

Abstract:

19.

Social Security Money's Worth

Columbia Business School, PaineWebber Working Paper No. PW-98-05

Number of pages: 72 Posted: 04 Feb 1999

John Geanakoplos, Olivia S. Mitchell and Stephen P. Zeldes

Yale University, and Columbia University - Columbia Business School

Downloads 482 (126,560)

Citation 8

Abstract:

Social Security Money's Worth

NBER Working Paper No. w6722

Number of pages: 71 Posted: 11 Jul 2000 Last Revised: 14 Nov 2022

John Geanakoplos, Olivia S. Mitchell and Stephen P. Zeldes

Yale University, and Columbia University - Columbia Business School

Downloads 106 (560,218)

Abstract:

20.

Baby Boomer Retirement Security: The Roles of Planning, Financial Literacy, and Housing Wealth

Downloads 560 (106,536)

Citation 263

3

Baby Boomer Retirement Security: The Roles of Planning, Financial Literacy, and Housing Wealth

Michigan Retirement Research Center Research Paper No. WP 2006-114

Number of pages: 40 Posted: 19 Feb 2008

Annamaria Lusardi and Olivia S. Mitchell

Stanford University - Stanford Institute for Economic Policy Research and

Downloads 378 (168,303)

Citation 249

Abstract:

Baby Boomer Retirement Security: The Roles of Planning, Financial Literacy, and Housing Wealth

NBER Working Paper No. w12585

Number of pages: 40 Posted: 17 Oct 2006 Last Revised: 21 Nov 2022

Annamaria Lusardi and Olivia S. Mitchell

Stanford University - Stanford Institute for Economic Policy Research and

Downloads 182 (355,467)

Citation 14

Abstract:

Baby Boomer Retirement Security: The Roles of Planning, Financial Literacy, and Housing Wealth

CFS Working Paper No. 2006/20, Pension Research Council WP2007-2

Posted: 01 Oct 2006

Annamaria Lusardi and Olivia S. Mitchell

Stanford University - Stanford Institute for Economic Policy Research and

Abstract:

21.

Fees, Framing, and Financial Literacy in the Choice of Pension Manager

Pension Research Council WP2010-09

Number of pages: 28 Posted: 18 Sep 2010 Last Revised: 26 Nov 2011

Justine S. Hastings, Olivia S. Mitchell and Eric T. Chyn

Brown University, and University of Virginia - Department of Economics

Downloads 554 (108,009)

Citation 30

Abstract:

22.

Valuing Variable Annuities with Guaranteed Minimum Lifetime Withdrawal Benefits

Number of pages: 36 Posted: 06 Oct 2012

Petra Steinorth and Olivia S. Mitchell

University of Hamburg - Institute for Risk Management and Insurance and

Downloads 549 (109,235)

Citation 15

Abstract:

23.

Financial Literacy and Planning: Implications for Retirement Wellbeing

Downloads 545 (110,279)

Citation 61

2

Financial Literacy and Planning: Implications for Retirement Wellbeing

NBER Working Paper No. w17078

Number of pages: 38 Posted: 23 May 2011 Last Revised: 02 Mar 2023

Annamaria Lusardi and Olivia S. Mitchell

Stanford University - Stanford Institute for Economic Policy Research and

Downloads 545 (108,902)

Citation 61

Abstract:

Financial Literacy and Planning: Implications for Retirement Wellbeing

Published in Mitchell, O. and A. Lusardi (Eds.) (2011). Financial Literacy: Implications for Retirement Security and the Financial Marketplace. Oxford, UK: Oxford University Press., Michigan Retirement Research Center Research Paper No. WP 2005-108

Posted: 21 Feb 2008 Last Revised: 03 Apr 2020

Annamaria Lusardi and Olivia S. Mitchell

Stanford University - Stanford Institute for Economic Policy Research and

Abstract:

24.

The Inattentive Participant: Portfolio Trading Behavior in 401(K) Plans

Michigan Retirement Research Center Research Paper No. WP 2006-115

Number of pages: 40 Posted: 19 Feb 2008

Olivia S. Mitchell, Gary R. Mottola, Stephen P. Utkus and Takeshi Yamaguchi

, Research Director FINRA Foundation, University of Pennsylvania and University of Pennsylvania - The Wharton School

Downloads 540 (111,568)

Citation 85

Abstract:

25.

Exploring the Risks and Consequences of Elder Fraud Victimization: Evidence from the Health and Retirement Study

Michigan Retirement Research Center Research Paper No. 2017-364, Wharton Pension Research Council Working Paper No. 2018-06

Number of pages: 28 Posted: 20 Feb 2018 Last Revised: 25 Feb 2020

Marguerite DeLiema, Martha Deevy, Annamaria Lusardi and Olivia S. Mitchell

Stanford University - Stanford Center on Longevity, Stanford University - Stanford Center on Longevity, Stanford University - Stanford Institute for Economic Policy Research and

Downloads 538 (112,112)

Citation 15

Abstract:

26.

Developments in Long-Term Care Insurance in Japan

UNSW Australian School of Business Research Paper No. 2008 ECON 01

Number of pages: 24 Posted: 07 Apr 2008

Olivia S. Mitchell, John Piggott and Satoshi Shimizutani

, University of New South Wales (UNSW) - Australian School of Business, School of Economics and Hitotsubashi University - Institute of Economic Research

Downloads 528 (114,747)

Citation 6

Abstract:

27.

The Importance of Financial Literacy: Opening a New Field

Downloads 521 (116,601)

Citation 6

2

The Importance of Financial Literacy: Opening a New Field

Wharton Pension Research Council Working Paper No. 2023-06

Number of pages: 33 Posted: 24 Apr 2023

Annamaria Lusardi and Olivia S. Mitchell

Stanford University - Stanford Institute for Economic Policy Research and

Downloads 463 (133,024)

Abstract:

The Importance of Financial Literacy: Opening a New Field

NBER Working Paper No. w31145

Number of pages: 33 Posted: 17 Apr 2023 Last Revised: 01 May 2023

Annamaria Lusardi and Olivia S. Mitchell

Stanford University - Stanford Institute for Economic Policy Research and

Downloads 58 (801,604)

Citation 6

Abstract:

28.

Retirement Wealth Accumulation and Decumulation: New Developments and Outstanding Opportunities

Downloads 506 (120,848)

2

Retirement Wealth Accumulation and Decumulation: New Developments and Outstanding Opportunities

Wharton School Working Paper 97-12

Number of pages: 105 Posted: 05 May 1997

Olivia S. Mitchell and James F. Moore

and Pacific Investment Management Company (PIMCO)

Downloads 424 (147,632)

Abstract:

Retirement Wealth Accumulation and Decumulation: New Developments and Outstanding Opportunities

NBER Working Paper No. w6178

Number of pages: 81 Posted: 12 Jul 2000 Last Revised: 20 Nov 2022

Olivia S. Mitchell and James F. Moore

and Pacific Investment Management Company (PIMCO)

Downloads 82 (660,035)

Abstract:

29.

Planning and Financial Literacy: How Do Women Fare?

Downloads 503 (121,725)

Citation 164

2

Planning and Financial Literacy: How Do Women Fare?

Michigan Retirement Research Center Research Paper No., WP 2006-136

Number of pages: 25 Posted: 17 Feb 2008 Last Revised: 29 Nov 2011

Annamaria Lusardi and Olivia S. Mitchell

Stanford University - Stanford Institute for Economic Policy Research and

Downloads 344 (186,856)

Citation 107

Abstract:

Planning and Financial Literacy: How Do Women Fare?

NBER Working Paper No. w13750

Number of pages: 12 Posted: 24 Jan 2008 Last Revised: 29 Jul 2022

Annamaria Lusardi and Olivia S. Mitchell

Stanford University - Stanford Institute for Economic Policy Research and

Downloads 159 (401,052)

Citation 57

Abstract:

30.

Would a Privatized Social Security System Really Pay a Higher Rate of Return?

Columbia Business School, PaineWebber Working Paper No. PW-98-03

Number of pages: 35 Posted: 16 Feb 1999

John Geanakoplos, Olivia S. Mitchell and Stephen P. Zeldes

Yale University, and Columbia University - Columbia Business School

Downloads 488 (126,296)

Citation 27

Abstract:

31.

The Dynamics of Lifecycle Investing in 401(k) Plans

Number of pages: 38 Posted: 03 Oct 2007 Last Revised: 29 Nov 2011

Olivia S. Mitchell, Gary R. Mottola, Stephen P. Utkus and Takeshi Yamaguchi

, Research Director FINRA Foundation, University of Pennsylvania and University of Pennsylvania - The Wharton School

Downloads 477 (129,673)

Citation 10

Abstract:

32.

Ambiguity Aversion and Household Portfolio Choice Puzzles: Empirical Evidence

Downloads 465 (133,879)

Citation 123

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Ambiguity Aversion and Household Portfolio Choice Puzzles: Empirical Evidence

Netspar Discussion Paper No. 09/2012-035 - revised version May 2015

Number of pages: 66 Posted: 16 Oct 2012 Last Revised: 05 Jan 2016

Stephen G. Dimmock, Roy Kouwenberg, Olivia S. Mitchell and Kim Peijnenburg

National University of Singapore, Erasmus University Rotterdam (EUR) - Erasmus School of Economics (ESE), and Tilburg University

Downloads 237 (276,135)

Citation 17

Abstract:

Ambiguity Aversion and Household Portfolio Choice Puzzles: Empirical Evidence

Pension Research Council WP 2012-20

Number of pages: 65 Posted: 11 Oct 2012 Last Revised: 18 Feb 2020

Stephen G. Dimmock, Roy Kouwenberg, Olivia S. Mitchell and Kim Peijnenburg

National University of Singapore, Erasmus University Rotterdam (EUR) - Erasmus School of Economics (ESE), and Tilburg University

Downloads 129 (477,272)

Citation 104

Abstract:

Ambiguity Aversion and Household Portfolio Choice: Empirical Evidence

NBER Working Paper No. w18743

Number of pages: 59 Posted: 26 Jan 2013 Last Revised: 20 Mar 2022

Stephen G. Dimmock, Roy Kouwenberg, Olivia S. Mitchell and Kim Peijnenburg

National University of Singapore, Erasmus University Rotterdam (EUR) - Erasmus School of Economics (ESE), and Tilburg University

Downloads 99 (585,354)

Citation 2

Abstract:

33.

Strategic Asset Allocation in Japan: An Empirical Evaluation

Pension Research Council WP2005-1

Number of pages: 46 Posted: 11 Jul 2005

Tokuo Iwaisako, Olivia S. Mitchell and John Piggott

Hitotsubashi University - Institute of Economic Research, and University of New South Wales (UNSW) - Australian School of Business, School of Economics

Downloads 461 (135,236)

Citation 5

Abstract:

34.

The Outlook for Financial Literacy

Downloads 451 (138,865)

Citation 9

2

The Outlook for Financial Literacy

Pension Research Council WP 2010-25

Number of pages: 20 Posted: 21 Oct 2010 Last Revised: 26 Nov 2011

Annamaria Lusardi and Olivia S. Mitchell

Stanford University - Stanford Institute for Economic Policy Research and

Downloads 339 (189,823)

Citation 4

Abstract:

The Outlook for Financial Literacy

NBER Working Paper No. w17077

Number of pages: 20 Posted: 23 May 2011 Last Revised: 01 Mar 2023

Annamaria Lusardi and Olivia S. Mitchell

Stanford University - Stanford Institute for Economic Policy Research and

Downloads 112 (533,589)

Citation 5

Abstract:

35.

Public Pension Governance, Funding, and Performance: A Longitudinal Appraisal

Pension Research Council WP2005-2

Number of pages: 40 Posted: 13 Jul 2005

Olivia S. Mitchell and Tongxuan Yang

and University of Pennsylvania - Insurance & Risk Management Department

Downloads 447 (140,369)

Citation 1

Abstract:

36.

Using a Life Cycle Model to Evaluate Financial Literacy Program Effectiveness

Netspar Discussion Paper No. 02/2015-043

Number of pages: 43 Posted: 23 Dec 2015

Annamaria Lusardi, Pierre-Carl Michaud and Olivia S. Mitchell

Stanford University - Stanford Institute for Economic Policy Research, University of Quebec at Montreal (UQAM) - Department of Economics and

Downloads 445 (141,109)

Citation 3

Abstract:

37.

Investment Patterns in Singapore's Central Provident Fund System

Pension Research Council WP2006-12

Number of pages: 38 Posted: 03 Oct 2006

Benedict S. Koh, Olivia S. Mitchell, Toto Tanuwidjaja and Joelle H. Fong

Singapore Management University - Lee Kong Chian School of Business, , Singapore Management University and National University of Singapore

Downloads 436 (144,369)

Citation 7

Abstract:

38.

Footnotes Aren't Enough: The Impact of Pension Accounting on Stock Values

Downloads 429 (147,113)

Citation 4

2

Footnotes Aren't Enough: The Impact of Pension Accounting on Stock Values

FEDS Working Paper No. 2008-04

Number of pages: 28 Posted: 15 Jan 2009

Olivia S. Mitchell, Steven A. Sharpe, S. Blake Nesbitt and Julia Lynn Coronado

, Board of Governors of the Federal Reserve System, University of Pennsylvania - The Wharton School and Barclays Capital

Downloads 342 (188,045)

Citation 3

Abstract:

Footnotes Aren't Enough: The Impact of Pension Accounting on Stock Values

NBER Working Paper No. w13726

Number of pages: 27 Posted: 11 Jan 2008 Last Revised: 02 Jan 2023

Julia Lynn Coronado, Olivia S. Mitchell, Steven A. Sharpe and S. Blake Nesbitt

Barclays Capital, , Board of Governors of the Federal Reserve System and University of Pennsylvania - The Wharton School

Downloads 87 (636,688)

Citation 1

Abstract:

39.

How Financial Literacy and Impatience Shape Retirement Wealth and Investment Behaviors

Michigan Retirement Research Center Research Paper No. 2010-233, Wharton Pension Research Council Working Paper No. 2018-10

Number of pages: 29 Posted: 17 Nov 2010

Justine S. Hastings and Olivia S. Mitchell

Brown University and

Downloads 425 (148,723)

Citation 12

Abstract:

40.

Optimal Financial Knowledge and Wealth Inequality

Downloads 420 (150,867)

Citation 125

3

Optimal Financial Knowledge and Wealth Inequality

Global Financial Literacy Excellence Center Working Paper No. 2014-3

Number of pages: 64 Posted: 27 Mar 2015

Annamaria Lusardi, Pierre-Carl Michaud and Olivia S. Mitchell

Stanford University - Stanford Institute for Economic Policy Research, University of Quebec at Montreal (UQAM) - Department of Economics and

Downloads 250 (261,750)

Citation 25

Abstract:

Optimal Financial Knowledge and Wealth Inequality

GFLEC Working Paper Series No. 2014- 002

Number of pages: 52 Posted: 14 Apr 2013 Last Revised: 10 Sep 2015

Annamaria Lusardi, Pierre-Carl Michaud and Olivia S. Mitchell

Stanford University - Stanford Institute for Economic Policy Research, University of Quebec at Montreal (UQAM) - Department of Economics and

Downloads 130 (474,236)

Citation 1

Abstract:

Optimal Financial Knowledge and Wealth Inequality

NBER Working Paper No. w18669

Number of pages: 49 Posted: 05 Jan 2013 Last Revised: 07 Jul 2023

Annamaria Lusardi, Pierre-Carl Michaud and Olivia S. Mitchell

Stanford University - Stanford Institute for Economic Policy Research, University of Quebec at Montreal (UQAM) - Department of Economics and

Downloads 40 (954,414)

Citation 99

Abstract:

41.

Target Date Funds and Portfolio Choice in 401(k) Plans

Downloads 409 (155,491)

Citation 1

3

Target Date Funds and Portfolio Choice in 401(k) Plans

Center for Financial Studies Working Paper No. 661, 2021

Number of pages: 44 Posted: 03 Feb 2022

Olivia S. Mitchell and Stephen P. Utkus

and University of Pennsylvania

Downloads 205 (317,802)

Abstract:

Target Date Funds and Portfolio Choice in 401(k) Plans

Wharton Pension Research Council Working Paper No. 2020-03

Number of pages: 35 Posted: 12 Feb 2020

Olivia S. Mitchell and Stephen P. Utkus

and University of Pennsylvania

Downloads 163 (392,315)

Citation 1

Abstract:

Target Date Funds and Portfolio Choice in 401(K) Plans

NBER Working Paper No. w26684

Number of pages: 34 Posted: 22 Jan 2020 Last Revised: 31 May 2023

Olivia S. Mitchell and Stephen P. Utkus

and University of Pennsylvania

Downloads 41 (943,801)

Abstract:

42.

Implications for Retirement Wellbeing of Financial Literacy and Planning

Pension Research Council WP 2010-26

Number of pages: 38 Posted: 22 Oct 2010 Last Revised: 26 Nov 2011

Annamaria Lusardi and Olivia S. Mitchell

Stanford University - Stanford Institute for Economic Policy Research and

Downloads 404 (157,613)

Abstract:

43.

Household Portfolio Underdiversification and Probability Weighting: Evidence from the Field

Downloads 395 (161,698)

Citation 11

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Household Portfolio Underdiversification and Probability Weighting: Evidence from the Field

Wharton Pension Research Council Working Paper No. 2018-09

Number of pages: 60 Posted: 20 Aug 2018 Last Revised: 02 Sep 2020

Stephen G. Dimmock, Roy Kouwenberg, Olivia S. Mitchell and Kim Peijnenburg

National University of Singapore, Erasmus University Rotterdam (EUR) - Erasmus School of Economics (ESE), and Tilburg University

Downloads 333 (193,572)

Citation 1

Abstract:

Household Portfolio Underdiversification and Probability Weighting: Evidence from the Field

NBER Working Paper No. w24928

Number of pages: 53 Posted: 22 Aug 2018 Last Revised: 11 Feb 2023

Stephen G. Dimmock, Roy Kouwenberg, Olivia S. Mitchell and Kim Peijnenburg

National University of Singapore, Erasmus University Rotterdam (EUR) - Erasmus School of Economics (ESE), and Tilburg University

Downloads 59 (794,543)

Citation 9

Abstract:

Household Portfolio Underdiversification and Probability Weighting: Evidence from the Field

CEPR Discussion Paper No. DP13109

Number of pages: 55 Posted: 21 Aug 2018

Stephen G. Dimmock, Roy Kouwenberg, Olivia S. Mitchell and Kim Peijnenburg

National University of Singapore, Erasmus University Rotterdam (EUR) - Erasmus School of Economics (ESE), and Tilburg University

Downloads 3 (1,376,459)

Citation 1

Add to Cart

Abstract:

44.

Who Values the Social Security Annuity? New Evidence on the Annuity Puzzle

NBER Working Paper No. W13800

Number of pages: 30 Posted: 13 Feb 2008

Jeffrey R. Brown, Marcus D. Casey and Olivia S. Mitchell

University of Illinois at Urbana-Champaign - Department of Finance, University of Illinois at Urbana-Champaign - Department of Economics and

Downloads 365 (176,620)

Abstract:

45.

Financial Literacy and Retirement Planning in the United States

Downloads 356 (181,547)

Citation 43

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Financial Literacy and Retirement Planning in the United States

Netspar Discussion Paper No. 02/2011-022

Number of pages: 30 Posted: 20 Apr 2011

Olivia S. Mitchell and Annamaria Lusardi

and Stanford University - Stanford Institute for Economic Policy Research

Downloads 245 (267,189)

Citation 37

Abstract:

Financial Literacy and Retirement Planning in the United States

NBER Working Paper No. w17108

Number of pages: 29 Posted: 06 Jun 2011 Last Revised: 01 Apr 2023

Annamaria Lusardi and Olivia S. Mitchell

Stanford University - Stanford Institute for Economic Policy Research and

Downloads 111 (537,263)

Citation 6

Abstract:

46.

Debt Close to Retirement and Its Implications for Retirement Well-being

CFS Working Paper, No. 631, 2019, Wharton Pension Research Council Working Paper No. 2019-08

Number of pages: 30 Posted: 06 Nov 2019 Last Revised: 23 Feb 2022

Annamaria Lusardi, Olivia S. Mitchell and Noemi Oggero

Stanford University - Stanford Institute for Economic Policy Research, and University of Turin

Downloads 350 (184,908)

Citation 3

Abstract:

47.

Will They Take the Money and Work? An Empirical Analysis of People's Willingness to Delay Claiming Social Security Benefits for a Lump Sum

Downloads 337 (192,693)

Citation 4

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Will They Take the Money and Work? An Empirical Analysis of People's Willingness to Delay Claiming Social Security Benefits for a Lump Sum

SAFE Working Paper No. 84

Number of pages: 42 Posted: 21 Feb 2015

Raimond Maurer, Olivia S. Mitchell, Ralph Rogalla, Ralph Rogalla and Tatjana Schimetschek

Goethe University Frankfurt, , St. John's University - Tobin College of Business - School of Risk Management, Insurance, and Actuarial ScienceGoethe University Frankfurt - Department of Finance and Goethe University Frankfurt - Department of Finance

Downloads 213 (306,504)

Citation 1

Abstract:

Will They Take the Money and Work? An Empirical Analysis of People's Willingness to Delay Claiming Social Security Benefits for a Lump Sum

Pension Research Council WP 2014-22

Number of pages: 38 Posted: 13 Nov 2014

Raimond Maurer, Olivia S. Mitchell, Ralph Rogalla, Ralph Rogalla and Tatjana Schimetschek

Goethe University Frankfurt, , St. John's University - Tobin College of Business - School of Risk Management, Insurance, and Actuarial ScienceGoethe University Frankfurt - Department of Finance and Goethe University Frankfurt - Department of Finance

Downloads 64 (760,904)

Citation 1

Abstract:

Will They Take the Money and Work? An Empirical Analysis of People's Willingness to Delay Claiming Social Security Benefits for a Lump Sum

Michigan Retirement Research Center Research Paper No. 2014-308

Number of pages: 39 Posted: 20 Dec 2014

Raimond Maurer, Olivia S. Mitchell, Ralph Rogalla, Ralph Rogalla and Tatjana Schimetschek

Goethe University Frankfurt, , St. John's University - Tobin College of Business - School of Risk Management, Insurance, and Actuarial ScienceGoethe University Frankfurt - Department of Finance and Goethe University Frankfurt - Department of Finance

Downloads 60 (787,587)

Citation 2

Abstract:

48.

Understanding Financial Vulnerability Among Asians, Blacks, and Hispanics in the United States

Downloads 336 (193,908)

Citation 3

2

Understanding Financial Vulnerability Among Asians, Blacks, and Hispanics in the United States

Wharton Pension Research Council Working Paper No. 2023-05

Number of pages: 56 Posted: 24 Apr 2023 Last Revised: 09 Nov 2023

Andrea Hasler, Annamaria Lusardi, Olivia S. Mitchell and Alessia Sconti

George Washington University - School of Business, Stanford University - Stanford Institute for Economic Policy Research, and The Global Financial Literacy Excellence Center

Downloads 194 (335,009)

Citation 2

Abstract:

Understanding Financial Vulnerability Among Asians, Blacks, and Hispanics in the United States

TIAA Institute Research Paper Series No. 200, The Wharton School Research Paper Forthcoming

Number of pages: 34 Posted: 29 Aug 2023

Andrea Hasler, Annamaria Lusardi, Olivia S. Mitchell and Alessia Sconti

George Washington University - School of Business, Stanford University - Stanford Institute for Economic Policy Research, and The Global Financial Literacy Excellence Center

Downloads 142 (440,956)

Citation 1

Abstract:

49.

Building Better Retirement Systems in the Wake of the Global Pandemic

Downloads 319 (204,426)

Citation 3

3

Building Better Retirement Systems in the Wake of the Global Pandemic

CFS Working Paper, No. 644, 2020

Number of pages: 55 Posted: 17 Nov 2020

Olivia S. Mitchell

Downloads 128 (480,260)

Citation 3

Abstract:

Building Better Retirement Systems in the Wake of the Global Pandemic

Wharton Pension Research Council Working Paper No. 2020-08

Number of pages: 57 Posted: 02 Jun 2020 Last Revised: 30 Apr 2021

Olivia S. Mitchell

Downloads 116 (518,995)

Abstract:

Building Better Retirement Systems in the Wake of the Global Pandemic

NBER Working Paper No. w27261

Number of pages: 52 Posted: 02 Jun 2020 Last Revised: 28 Jun 2023

Olivia S. Mitchell

Downloads 75 (695,657)

Abstract:

50.

Testing Methods to Enhance Longevity Awareness

Downloads 310 (210,887)

Citation 11

2

Testing Methods to Enhance Longevity Awareness

SAFE Working Paper No. 375

Number of pages: 49 Posted: 23 Dec 2022

Olivia S. Mitchell, Orly Sade and Abigail Hurwitz

, Hebrew University of Jerusalem - Department of Finance and Hebrew University, Jerusalem Israel

Downloads 157 (405,225)

Abstract:

Testing Methods to Enhance Longevity Awareness

Wharton Pension Research Council Working Paper No. 2021-07

Number of pages: 49 Posted: 10 Mar 2021 Last Revised: 20 Mar 2021

Abigail Hurwitz, Olivia S. Mitchell and Orly Sade

Hebrew University, Jerusalem Israel, and Hebrew University of Jerusalem - Department of Finance

Downloads 153 (414,487)

Citation 11

Abstract:

51.

Turning Wealth into Lifetime Income: The Challenge Ahead

Pension Research Council WP 2010-13

Number of pages: 17 Posted: 18 Sep 2010 Last Revised: 26 Nov 2011

Olivia S. Mitchell and John Piggott

and University of New South Wales (UNSW) - Australian School of Business, School of Economics

Downloads 303 (216,059)

Abstract:

52.

Debt and Financial Vulnerability on the Verge of Retirement

Downloads 302 (216,898)

Citation 17

3

Debt and Financial Vulnerability on the Verge of Retirement

Wharton Pension Research Council Working Paper No. 2017-15

Number of pages: 43 Posted: 16 Aug 2017

Annamaria Lusardi, Olivia S. Mitchell and Noemi Oggero

Stanford University - Stanford Institute for Economic Policy Research, and University of Turin

Downloads 186 (348,471)

Citation 14

Abstract:

Debt and Financial Vulnerability on the Verge of Retirement

CFS Working Paper, No. 574

Number of pages: 46 Posted: 20 Sep 2017 Last Revised: 18 Jan 2018

Annamaria Lusardi, Olivia S. Mitchell and Noemi Oggero

Stanford University - Stanford Institute for Economic Policy Research, and University of Turin

Downloads 79 (675,345)

Citation 2

Abstract:

Debt and Financial Vulnerability on the Verge of Retirement

NBER Working Paper No. w23664

Number of pages: 43 Posted: 17 Aug 2017 Last Revised: 27 Feb 2023

Annamaria Lusardi, Olivia S. Mitchell and Noemi Oggero

Stanford University - Stanford Institute for Economic Policy Research, and University of Turin

Downloads 37 (985,189)

Citation 1

Abstract:

53.

Racial and Ethnic Differences in Longevity Perceptions and Implications for Financial Decision Making

Downloads 294 (223,191)

3

Racial and Ethnic Differences in Longevity Perceptions and Implications for Financial Decision Making

Wharton Pension Research Council Working Paper No. 2023-18, The Wharton School Research Paper

Number of pages: 40 Posted: 01 Nov 2023

Abigail Hurwitz, Olivia S. Mitchell and Orly Sade

Hebrew University, Jerusalem Israel, and Hebrew University of Jerusalem - Department of Finance

Downloads 115 (522,573)

Abstract:

Racial and Ethnic Differences in Longevity Perceptions and Implications for Financial Decision-Making

Wharton Pension Research Council Working Paper No. 2022-15

Number of pages: 32 Posted: 08 Aug 2022

Abigail Hurwitz, Olivia S. Mitchell and Orly Sade

Hebrew University, Jerusalem Israel, and Hebrew University of Jerusalem - Department of Finance

Downloads 94 (605,539)

Abstract:

Racial and Ethnic Differences in Longevity Perceptions and Implications for Financial Decision-Making

TIAA Institute Research Paper Series No. 189, The Wharton School Research Paper Forthcoming

Number of pages: 23 Posted: 07 Sep 2023

Abigail Hurwitz, Olivia S. Mitchell and Orly Sade

Hebrew University, Jerusalem Israel, and Hebrew University of Jerusalem - Department of Finance

Downloads 85 (645,725)

Abstract:

54.

Financial Knowledge and 401(K) Investment Performance

Downloads 294 (224,000)

Citation 8

3

Financial Knowledge and 401(K) Investment Performance

Number of pages: 31 Posted: 27 Mar 2015 Last Revised: 28 Mar 2015

Robert L. Clark, Annamaria Lusardi and Olivia S. Mitchell

North Carolina State University - Poole College of Management, Stanford University - Stanford Institute for Economic Policy Research and

Downloads 126 (486,450)

Citation 4

Abstract:

Financial Knowledge and 401(K) Investment Performance

Pension Research Council WP 2014-02

Number of pages: 29 Posted: 12 Nov 2014

Robert L. Clark, Annamaria Lusardi and Olivia S. Mitchell

North Carolina State University - Poole College of Management, Stanford University - Stanford Institute for Economic Policy Research and

Downloads 88 (631,718)

Abstract:

Financial Knowledge and 401(K) Investment Performance

NBER Working Paper No. w20137

Number of pages: 29 Posted: 19 May 2014 Last Revised: 10 Jul 2023

Robert L. Clark, Annamaria Lusardi and Olivia S. Mitchell

North Carolina State University - Poole College of Management, Stanford University - Stanford Institute for Economic Policy Research and

Downloads 80 (670,261)

Citation 4

Abstract:

55.

Older Adult Debt and Financial Frailty

Michigan Retirement Research Center Research Paper No. 2013-291

Number of pages: 27 Posted: 11 Jan 2014

Annamaria Lusardi and Olivia S. Mitchell

Stanford University - Stanford Institute for Economic Policy Research and

Downloads 291 (225,595)

Citation 4

Abstract:

56.

Assessing the Impact of Financial Education Programs: A Quantitative Model

Wharton Pension Research Council Working Paper No. 2018-04

Number of pages: 43 Posted: 20 Feb 2020

Annamaria Lusardi, Pierre-Carl Michaud and Olivia S. Mitchell

Stanford University - Stanford Institute for Economic Policy Research, University of Quebec at Montreal (UQAM) - Department of Economics and

Downloads 282 (234,853)

Abstract:

57.

Reforming German Civil Servant Pensions: Funding Policy, Investment Strategy, and Intertemporal Risk Budgeting

Pension Research Council Working Paper No. 2008-09

Number of pages: 36 Posted: 09 Jul 2008

Raimond Maurer, Olivia S. Mitchell, Ralph Rogalla and Ralph Rogalla

Goethe University Frankfurt - Finance Department, and St. John's University - Tobin College of Business - School of Risk Management, Insurance, and Actuarial ScienceGoethe University Frankfurt - Department of Finance

Downloads 279 (235,668)

Citation 6

Abstract:

58.

Financial Literacy, Schooling, and Wealth Accumulation

Downloads 275 (239,229)

Citation 10

2

Financial Literacy, Schooling, and Wealth Accumulation

Pension Research Council Working Paper No. 2010-24

Number of pages: 44 Posted: 08 Oct 2010 Last Revised: 26 Nov 2011

Jere Behrman, Olivia S. Mitchell, Cindy Soo and David Bravo

University of Pennsylvania - Department of Economics, , affiliation not provided to SSRN and Centro Encuestas y Estudios Longitudinales Universidad Catolica

Downloads 175 (368,238)

Citation 10

Abstract:

Financial Literacy, Schooling, and Wealth Accumulation

NBER Working Paper No. w16452

Number of pages: 44 Posted: 18 Oct 2010 Last Revised: 16 Jun 2023

Jere Behrman, Olivia S. Mitchell, Cindy Soo and David Bravo

University of Pennsylvania - Department of Economics, , affiliation not provided to SSRN and Centro Encuestas y Estudios Longitudinales Universidad Catolica

Downloads 100 (580,892)

Abstract:

59.

Time Is Money: Rational Life Cycle Inertia and the Delegation of Investment Management

Downloads 274 (240,125)

Citation 40

2

Time Is Money: Rational Life Cycle Inertia and the Delegation of Investment Management

Journal of Financial Economics (JFE), Forthcoming, Pension Research Council PRC WP2013-33

Number of pages: 63 Posted: 07 Nov 2013 Last Revised: 02 Mar 2019

Hugh Hoikwang Kim, Raimond Maurer and Olivia S. Mitchell

University of South Carolina, Darla Moore School of Business, Goethe University Frankfurt - Finance Department and

Downloads 203 (321,018)

Citation 40

Abstract:

Time is Money: Life Cycle Rational Inertia and Delegation of Investment Management

NBER Working Paper No. w19732

Number of pages: 57 Posted: 13 Dec 2013 Last Revised: 02 Jun 2023

Hugh Hoikwang Kim, Raimond Maurer and Olivia S. Mitchell

University of South Carolina, Darla Moore School of Business, Goethe University Frankfurt - Finance Department and

Downloads 71 (717,938)

Abstract:

60.

Narrow Framing and Long-Term Care Insurance

Downloads 272 (241,940)

Citation 14

3

Narrow Framing and Long-Term Care Insurance

Pension Research Council Working Paper No. 2015-03

Number of pages: 27 Posted: 20 Mar 2015

Daniel Gottlieb and Olivia S. Mitchell

London School of Economics and

Downloads 180 (358,823)

Abstract:

Narrow Framing and Long-Term Care Insurance

Michigan Retirement Research Center Working Paper No. WP 2015 - 321

Number of pages: 32 Posted: 28 Aug 2015

Daniel Gottlieb and Olivia S. Mitchell

London School of Economics and

Downloads 69 (729,630)

Abstract:

Narrow Framing and Long-Term Care Insurance

NBER Working Paper No. w21048

Number of pages: 27 Posted: 30 Mar 2015 Last Revised: 07 Jul 2023

Daniel Gottlieb and Olivia S. Mitchell

London School of Economics and

Downloads 23 (1,150,794)

Citation 14

Abstract:

61.

Extending Life Cycle Models of Optimal Portfolio Choice: Integrating Flexible Work, Endogenous Retirement, and Investment Decisions with Lifetime Payouts

Downloads 270 (243,755)

Citation 44

3

Extending Life Cycle Models of Optimal Portfolio Choice: Integrating Flexible Work, Endogenous Retirement, and Investment Decisions with Lifetime Payouts

Pension Research Council WP 2009-04

Number of pages: 33 Posted: 28 May 2009 Last Revised: 26 Nov 2011

Jingjing Chai, Wolfram J. Horneff, Raimond Maurer and Olivia S. Mitchell

Goethe University Frankfurt - Department of Finance, Deka Investment, Goethe University Frankfurt - Finance Department and

Downloads 115 (522,849)

Citation 8

Abstract:

Extending Life Cycle Models of Optimal Portfolio Choice: Integrating Flexible Work, Endogenous Retirement, and Investment Decisions with Lifetime Payouts

Michigan Retirement Research Center Research Paper No. 2009-204

Number of pages: 34 Posted: 24 Sep 2009

Jingjing Chai, Wolfram J. Horneff, Raimond Maurer and Olivia S. Mitchell

Goethe University Frankfurt - Department of Finance, Deka Investment, Goethe University Frankfurt - Finance Department and

Downloads 100 (581,214)

Citation 6

Abstract:

Extending Life Cycle Models of Optimal Portfolio Choice: Integrating Flexible Work, Endogenous Retirement, and Investment Decisions with Lifetime Payouts

NBER Working Paper No. w15079

Number of pages: 33 Posted: 16 Jun 2009 Last Revised: 16 Mar 2023

Jingjing Chai, Wolfram J. Horneff, Raimond Maurer and Olivia S. Mitchell

Goethe University Frankfurt - Department of Finance, Deka Investment, Goethe University Frankfurt - Finance Department and

Downloads 55 (823,621)

Citation 30

Abstract:

62.

Lessons from Behavioral Research for Retirement Saving, Investment, and Spending: An Overview

Wharton Pension Research Council Working Paper No. 2024-11, The Wharton School Research Paper

Number of pages: 15 Posted: 03 Oct 2024

Olivia S. Mitchell and Nikolai L. Roussanov

and University of Pennsylvania - The Wharton School

Downloads 267 (248,360)

Abstract:

63.

International Adverse Selection in Life Insurance and Annuities

Downloads 262 (251,217)

Citation 7

2

International Adverse Selection in Life Insurance and Annuities

Pension Research Council

Number of pages: 31 Posted: 30 Jun 2006

Olivia S. Mitchell and David McCarthy

and Imperial College Business School

Downloads 150 (421,417)

Citation 3

Abstract:

International Adverse Selection in Life Insurance and Annuities

NBER Working Paper No. w9975

Number of pages: 31 Posted: 21 Sep 2003 Last Revised: 05 Oct 2022

David McCarthy and Olivia S. Mitchell

Imperial College Business School and

Downloads 112 (533,589)

Citation 4

Abstract:

64.

Strengthening Employment-Based Pensions in Japan

Downloads 259 (254,164)

2

Strengthening Employment-Based Pensions in Japan

Pension Research Council Working Paper No. 2002-1

Number of pages: 35 Posted: 04 Mar 2002

Olivia S. Mitchell and Robert L. Clark

and North Carolina State University - Poole College of Management

Downloads 184 (351,856)

Abstract:

Strengthening Employment-Based Pensions in Japan

NBER Working Paper No. w8891

Number of pages: 40 Posted: 11 Apr 2002 Last Revised: 19 Oct 2022

Robert L. Clark and Olivia S. Mitchell

North Carolina State University - Poole College of Management and

Downloads 75 (695,657)

Abstract:

65.

Financial Literacy and Financial Sophistication Among Older Americans

Downloads 258 (255,195)

Citation 8

2

Financial Literacy and Financial Sophistication Among Older Americans

Pension Research Council Working Paper No. 25

Number of pages: 32 Posted: 04 Nov 2009 Last Revised: 26 Nov 2011

Olivia S. Mitchell, Annamaria Lusardi and Vilsa Curto

, Stanford University - Stanford Institute for Economic Policy Research and National Bureau of Economic Research (NBER)

Downloads 176 (366,344)

Citation 8

Abstract:

Financial Literacy and Financial Sophistication Among Older Americans

NBER Working Paper No. w15469

Number of pages: 32 Posted: 09 Nov 2009 Last Revised: 09 Apr 2023

Annamaria Lusardi, Olivia S. Mitchell and Vilsa Curto

Stanford University - Stanford Institute for Economic Policy Research, and National Bureau of Economic Research (NBER)

Downloads 82 (660,035)

Abstract:

66.

First-Round Impacts of the 2008 Chilean Pension System Reform

Michigan Retirement Research Center Research Paper No. WP 2011-245

Number of pages: 28 Posted: 17 Nov 2011

Jere Behrman, Maria Cecilia Calderon, Olivia S. Mitchell, Javiera Vasquez and David Bravo

University of Pennsylvania - Department of Economics, affiliation not provided to SSRN, , affiliation not provided to SSRN and Centro Encuestas y Estudios Longitudinales Universidad Catolica

Downloads 257 (256,184)

Citation 19

Abstract:

67.

Decision Complexity as a Barrier to Annuitization

Downloads 253 (260,302)

Citation 51

3

Decision Complexity as a Barrier to Annuitization

Netspar Discussion Paper No. 06/2013-058

Number of pages: 40 Posted: 20 Nov 2013

Jeffrey R. Brown, Arie Kapteyn, Erzo F. P. Luttmer and Olivia S. Mitchell

University of Illinois at Urbana-Champaign - Department of Finance, University of Southern California - Center for Economic and Social Research (CESR), Dartmouth College and

Downloads 105 (560,525)

Citation 3

Abstract:

Decision Complexity as a Barrier to Annuitization

CESR Working Paper No. 2013-004

Number of pages: 40 Posted: 01 Oct 2013

Jeffrey R. Brown, Arie Kapteyn, Erzo F. P. Luttmer and Olivia S. Mitchell

University of Illinois at Urbana-Champaign - Department of Finance, University of Southern California - Center for Economic and Social Research (CESR), Dartmouth College and

Downloads 95 (601,695)

Citation 6

Abstract:

Cognitive Constraints on Valuing Annuities

NBER Working Paper No. w19168

Number of pages: 42 Posted: 29 Jun 2013 Last Revised: 18 May 2023

Jeffrey R. Brown, Arie Kapteyn, Erzo F. P. Luttmer and Olivia S. Mitchell

University of Illinois at Urbana-Champaign - Department of Finance, University of Southern California - Center for Economic and Social Research (CESR), Dartmouth College and

Downloads 53 (839,093)

Citation 42

Abstract:

68.

Money-Back Guarantees in Individual Retirement Accounts: Are They Good Policy?

Downloads 249 (264,442)

2

Money-Back Guarantees in Individual Retirement Accounts: Are They Good Policy?

SAFE Working Paper No. 263 (2019), Wharton Pension Research Council Working Paper No. 2019-19, Jacobs Levy Equity Management Center for Quantitative Financial Research Paper

Number of pages: 79 Posted: 23 Oct 2019 Last Revised: 10 Dec 2024

Vanya Horneff, Daniel Liebler, Raimond Maurer and Olivia S. Mitchell

Goethe University Frankfurt - Finance Department, Goethe University Frankfurt - Department of Finance, Goethe University Frankfurt - Finance Department and

Downloads 198 (328,410)

Abstract:

Money-Back Guarantees in Individual Retirement Accounts: Are They Good Policy?

NBER Working Paper No. w26406

Number of pages: 79 Posted: 30 Oct 2019 Last Revised: 25 Feb 2023

Vanya Horneff, Daniel Liebler, Raimond Maurer and Olivia S. Mitchell

Goethe University Frankfurt - Finance Department, Goethe University Frankfurt - Department of Finance, Goethe University Frankfurt - Finance Department and

Downloads 51 (854,586)

Abstract:

69.

Financial Literacy and Suboptimal Financial Decisions at Older Ages

Downloads 248 (265,524)

2

Financial Literacy and Suboptimal Financial Decisions at Older Ages

CFS Working Paper, No. 630, 2019

Number of pages: 62 Posted: 06 Nov 2019

Joelle H. Fong, Benedict S. Koh, Olivia S. Mitchell and Susann Rohwedder

National University of Singapore, Singapore Management University - Lee Kong Chian School of Business, and RAND Corporation

Downloads 172 (373,835)

Abstract:

Financial Literacy and Suboptimal Financial Decisions at Older Ages

Number of pages: 52 Posted: 30 Oct 2019

Joelle H. Fong, Benedict S. Koh, Olivia S. Mitchell and Susann Rohwedder

National University of Singapore, Singapore Management University - Lee Kong Chian School of Business, and RAND Corporation

Downloads 76 (690,382)

Abstract:

70.

The Efficiency of Pension Plan Investment Menus: Investment Choices in Defined Contribution Pension Plans

Michigan Retirement Research Center Research Paper No. WP 2008-176

Number of pages: 33 Posted: 09 Jul 2008

Ning Tang and Olivia S. Mitchell

University of Pennsylvania - The Wharton School and

Downloads 246 (267,651)

Citation 2

Abstract:

71.

Financial Literacy and Financial Decision-Making at Older Ages

Wharton Pension Research Council Working Paper No. 2020-24

Number of pages: 60 Posted: 13 Oct 2020

Joelle H. Fong, Benedict S. Koh, Olivia S. Mitchell and Susann Rohwedder

National University of Singapore, Singapore Management University - Lee Kong Chian School of Business, and RAND Corporation

Downloads 242 (273,080)

Citation 3

Abstract:

72.

Protective Behavior and Life Insurance

Downloads 239 (275,348)

2

Protective Behavior and Life Insurance

Wharton Pension Research Council Working Paper No. 2024-01, The Wharton School Research Paper

Number of pages: 29 Posted: 09 Feb 2024

Abigail Hurwitz, Olivia S. Mitchell and Orly Sade

Hebrew University, Jerusalem Israel, and Hebrew University of Jerusalem - Department of Finance

Downloads 230 (284,391)

Abstract:

Protective Behavior and Life Insurance

NBER Working Paper No. w32102

Number of pages: 29 Posted: 06 Feb 2024

Abigail Hurwitz, Olivia S. Mitchell and Orly Sade

Hebrew University, Jerusalem Israel, and Hebrew University of Jerusalem - Department of Finance

Downloads 9 (1,330,184)

Add to Cart

Abstract:

73.

Understanding Individual Account Guarantees

Downloads 239 (275,348)

Citation 2

2

Understanding Individual Account Guarantees

Michigan Retirement Research Center Research Paper No. WP 2003-035

Number of pages: 38 Posted: 04 Feb 2008

Marie-Eve Lachance and Olivia S. Mitchell

affiliation not provided to SSRN and

Downloads 167 (383,961)

Citation 1

Abstract:

Understanding Individual Account Guarantees

NBER Working Paper No. w9195

Number of pages: 36 Posted: 14 Sep 2002 Last Revised: 18 Aug 2022

Marie-Eve Lachance and Olivia S. Mitchell

affiliation not provided to SSRN and

Downloads 72 (712,727)

Citation 1

Abstract:

74.

Employee Financial Literacy and Retirement Behavior: A Case Study

Downloads 236 (278,741)

Citation 12

2

Employee Financial Literacy and Retirement Behavior: A Case Study

Wharton Pension Research Council Working Paper No. 2016-02

Number of pages: 23 Posted: 01 Sep 2015 Last Revised: 25 Feb 2020

Robert L. Clark, Annamaria Lusardi and Olivia S. Mitchell

North Carolina State University - Poole College of Management, Stanford University - Stanford Institute for Economic Policy Research and

Downloads 172 (374,022)

Citation 1

Abstract:

Employee Financial Literacy and Retirement Plan Behavior: A Case Study

NBER Working Paper No. w21461

Number of pages: 21 Posted: 18 Aug 2015 Last Revised: 20 Feb 2023

Robert L. Clark, Annamaria Lusardi and Olivia S. Mitchell

North Carolina State University - Poole College of Management, Stanford University - Stanford Institute for Economic Policy Research and

Downloads 64 (760,904)

Citation 11

Abstract:

75.

Complexity as a Barrier to Annuitization: Do Consumers Know How to Value Annuities?

Pension Research Council WP 2013-01

Number of pages: 50 Posted: 04 Apr 2013

Jeffrey R. Brown, Arie Kapteyn, Erzo F. P. Luttmer and Olivia S. Mitchell

University of Illinois at Urbana-Champaign - Department of Finance, University of Southern California - Center for Economic and Social Research (CESR), Dartmouth College and

Downloads 233 (282,352)

Citation 15

Abstract:

76.

Putting the Pension Back in 401(K) Plans: Optimal Versus Default Longevity Income Annuities

Downloads 232 (284,758)

Citation 10

2

Putting the Pension Back in 401(K) Plans: Optimal Versus Default Longevity Income Annuities

SAFE Working Paper No. 150

Number of pages: 16 Posted: 19 Oct 2016 Last Revised: 27 Oct 2023

Vanya Horneff, Raimond Maurer and Olivia S. Mitchell

Goethe University Frankfurt - Finance Department, Goethe University Frankfurt - Finance Department and

Downloads 174 (370,108)

Citation 8

Abstract:

Putting the Pension Back in 401(K) Plans: Optimal Versus Default Longevity Income Annuities

NBER Working Paper No. w22717

Number of pages: 38 Posted: 10 Oct 2016 Last Revised: 27 Jan 2023

Vanya Horneff, Raimond Maurer and Olivia S. Mitchell

Goethe University Frankfurt - Finance Department, Goethe University Frankfurt - Finance Department and

Downloads 58 (801,604)

Citation 2

Abstract:

77.

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)

Michigan Retirement Research Center Research Paper No. 2012-270

Number of pages: 52 Posted: 18 Jun 2013

Olivia S. Mitchell and John W. R. Phillips

and National Institutes on Aging

Downloads 232 (283,555)

Citation 1

Abstract:

78.

Financial Sophistication in the Older Population

Downloads 229 (287,163)

3

Financial Sophistication in the Older Population

The Wharton School Research Paper No. 25

Number of pages: 28 Posted: 22 May 2012

Vilsa Curto, Annamaria Lusardi and Olivia S. Mitchell

National Bureau of Economic Research (NBER), Stanford University - Stanford Institute for Economic Policy Research and

Downloads 113 (529,635)

Abstract:

Financial Sophistication in the Older Population

Pension Research Council WP 2012-01

Number of pages: 28 Posted: 25 Feb 2012 Last Revised: 05 Apr 2013

Annamaria Lusardi, Olivia S. Mitchell and Vilsa Curto

Stanford University - Stanford Institute for Economic Policy Research, and National Bureau of Economic Research (NBER)

Downloads 70 (723,725)

Abstract:

Financial Sophistication in the Older Population

NBER Working Paper No. w17863

Number of pages: 28 Posted: 24 Feb 2012 Last Revised: 24 Apr 2022

Annamaria Lusardi, Olivia S. Mitchell and Vilsa Curto

Stanford University - Stanford Institute for Economic Policy Research, and National Bureau of Economic Research (NBER)

Downloads 46 (897,139)

Abstract:

79.

Managing Public Investment Funds: Best Practices and New Challenges

NBER Working Paper No. w14078

Number of pages: 51 Posted: 12 Jun 2008 Last Revised: 21 Dec 2022

Olivia S. Mitchell, John Piggott and Cagri S. Kumru

, University of New South Wales (UNSW) - Australian School of Business, School of Economics and Australian National University (ANU)

Downloads 228 (288,320)

Citation 2

Abstract:

80.

Social Security Replacement Rates for Own Earnings Benchmarks

Pension Research Council Working Paper No. 2006-6

Number of pages: 24 Posted: 16 Jun 2006

Olivia S. Mitchell and John W. R. Phillips

and National Institutes on Aging

Downloads 228 (288,320)

Citation 3

Abstract:

81.

Target-Date Funds in 401(K) Retirement Plans

Downloads 227 (289,544)

Citation 5

3

Target-Date Funds in 401(K) Retirement Plans

Number of pages: 36 Posted: 21 Jun 2012 Last Revised: 05 Apr 2013

Olivia S. Mitchell and Stephen P. Utkus

and University of Pennsylvania

Downloads 115 (522,849)

Citation 5

Abstract:

Target-Date Funds in 401(K) Retirement Plans

The Wharton School Research Paper No. 26

Number of pages: 36 Posted: 22 May 2012

Olivia S. Mitchell and Stephen P. Utkus

and University of Pennsylvania

Downloads 68 (735,749)

Abstract:

Target-Date Funds in 401(K) Retirement Plans

NBER Working Paper No. w17911

Number of pages: 36 Posted: 10 Mar 2012 Last Revised: 11 Jun 2023

Olivia S. Mitchell and Stephen P. Utkus

and University of Pennsylvania

Downloads 44 (915,334)

Abstract:

82.

Understanding Debt in the Older Population

Downloads 223 (294,541)

Citation 3

3

Understanding Debt in the Older Population

Wharton Pension Research Council Working Paper No. 2020-04

Number of pages: 32 Posted: 18 Feb 2020 Last Revised: 11 Dec 2020

Annamaria Lusardi, Olivia S. Mitchell and Noemi Oggero

Stanford University - Stanford Institute for Economic Policy Research, and University of Turin

Downloads 189 (343,260)

Citation 2

Abstract:

Understanding Debt in the Older Population

NBER Working Paper No. w28236

Number of pages: 31 Posted: 21 Dec 2020 Last Revised: 25 Feb 2023

Annamaria Lusardi, Olivia S. Mitchell and Noemi Oggero

Stanford University - Stanford Institute for Economic Policy Research, and University of Turin

Downloads 32 (1,038,779)

Abstract:

Understanding Debt in the Older Population

CEPR Discussion Paper No. DP15568

Number of pages: 33 Posted: 23 Dec 2020

Annamaria Lusardi, Olivia S. Mitchell and Noemi Oggero

Stanford University - Stanford Institute for Economic Policy Research, and University of Turin

Downloads 2 (1,383,238)

Citation 1

Add to Cart

Abstract:

83.

The Impact of Health Status and Out-of-Pocket Medical Expenditures on Annuity Valuation

Michigan Retirement Research Center Research Paper No. WP 2004-086

Number of pages: 32 Posted: 14 Feb 2008

cassio turra and Olivia S. Mitchell

affiliation not provided to SSRN and

Downloads 223 (294,541)

Citation 36

Abstract:

84.

Framing Effects and Expected Social Security Claiming Behavior

Downloads 218 (301,033)

Citation 1

2

Framing Effects and Expected Social Security Claiming Behavior

RAND Working Paper Series WR-854

Number of pages: 51 Posted: 09 May 2011

Jeffrey R. Brown, Arie Kapteyn and Olivia S. Mitchell

University of Illinois at Urbana-Champaign - Department of Finance, University of Southern California - Center for Economic and Social Research (CESR) and

Downloads 161 (396,630)

Citation 1

Abstract:

Framing Effects and Expected Social Security Claiming Behavior

NBER Working Paper No. w17018

Number of pages: 50 Posted: 09 May 2011 Last Revised: 03 Jul 2022

Jeffrey R. Brown, Arie Kapteyn and Olivia S. Mitchell

University of Illinois at Urbana-Champaign - Department of Finance, University of Southern California - Center for Economic and Social Research (CESR) and

Downloads 57 (808,171)

Abstract:

85.

Evaluating the Effects of a Low-Cost, Online Financial Education Program

Wharton Pension Research Council Working Paper No. 2024-3, The Wharton School Research Paper

Number of pages: 53 Posted: 02 Apr 2024

Robert L. Clark, Chuanhao Lin, Annamaria Lusardi, Olivia S. Mitchell and Andrea Sticha

North Carolina State University - Poole College of Management, George Washington University, Stanford University - Stanford Institute for Economic Policy Research, and Stanford Graduate School of Business

Downloads 217 (302,402)

Citation 1

Abstract:

86.

Cognitive Constraints on Valuing Annuities

Pension Research Council WP 2014-21

Number of pages: 99 Posted: 13 Nov 2014

Jeffrey R. Brown, Arie Kapteyn, Erzo F. P. Luttmer and Olivia S. Mitchell

University of Illinois at Urbana-Champaign - Department of Finance, University of Southern California - Center for Economic and Social Research (CESR), Dartmouth College and

Downloads 217 (302,402)

Citation 18

Abstract:

87.

Socially Responsible Investment in Japanese Pensions

Downloads 216 (303,754)

Citation 2

2

Socially Responsible Investment in Japanese Pensions

Pension Research Council Working Paper

Number of pages: 22 Posted: 30 Jun 2006

Henry Hongho Jin, John Piggott and Olivia S. Mitchell

University of New South Wales - Centre for Pensions and Superannuation, University of New South Wales (UNSW) - Australian School of Business, School of Economics and

Downloads 159 (401,052)

Citation 1

Abstract:

Socially Responsible Investment in Japanese Pensions

NBER Working Paper No. w11747

Number of pages: 22 Posted: 01 Feb 2006 Last Revised: 06 Feb 2022

Henry Hongho Jin, Olivia S. Mitchell and John Piggott

University of New South Wales - Centre for Pensions and Superannuation, and University of New South Wales (UNSW) - Australian School of Business, School of Economics

Downloads 57 (808,659)

Citation 1

Abstract:

88.

Cost Structures of Investment Offerings in Singapore's Central Provident Fund

Pension Research Council Paper No. WP2007-12

Number of pages: 48 Posted: 07 Jun 2007

Benedict S. Koh, Olivia S. Mitchell and Joelle H. Fong

Singapore Management University - Lee Kong Chian School of Business, and National University of Singapore

Downloads 213 (307,780)

Abstract:

89.

How Financial Literacy Shapes the Demand for Financial Advice at Older Ages

Downloads 211 (310,547)

Citation 1

2

How Financial Literacy Shapes the Demand for Financial Advice at Older Ages

Wharton Pension Research Council Working Paper No. 2020-02, Journal of the Economics of Ageing, Forthcoming

Number of pages: 38 Posted: 22 Apr 2019 Last Revised: 07 Jun 2021

Hugh Hoikwang Kim, Raimond Maurer and Olivia S. Mitchell

University of South Carolina, Darla Moore School of Business, Goethe University Frankfurt - Finance Department and

Downloads 158 (403,184)

Citation 1

Abstract:

How Cognitive Ability and Financial Literacy Shape the Demand for Financial Advice at Older Ages

NBER Working Paper No. w25750

Number of pages: 20 Posted: 15 Apr 2019 Last Revised: 12 May 2023

Hugh Hoikwang Kim, Raimond Maurer and Olivia S. Mitchell

University of South Carolina, Darla Moore School of Business, Goethe University Frankfurt - Finance Department and

Downloads 53 (838,548)

Abstract:

90.

Longevity Risk Management in Singapore’s National Pension System

Pension Research Council WP 2010-10

Number of pages: 31 Posted: 18 Sep 2010 Last Revised: 13 Nov 2013

Joelle H. Fong, Olivia S. Mitchell and Benedict S. Koh

National University of Singapore, and Singapore Management University - Lee Kong Chian School of Business

Downloads 211 (311,879)

Citation 7

Abstract:

91.

Lifecycle Impacts of the Financial and Economic Crisis on Household Optimal Consumption, Portfolio Choice, and Labor Supply

Downloads 208 (314,731)

Citation 3

3

Lifecycle Impacts of the Financial and Economic Crisis on Household Optimal Consumption, Portfolio Choice, and Labor Supply

Michigan Retirement Research Center Research Paper No. WP 2011-246

Number of pages: 33 Posted: 17 Nov 2011

Jingjing Chai, Raimond Maurer, Olivia S. Mitchell, Ralph Rogalla and Ralph Rogalla

Goethe University Frankfurt - Department of Finance, Goethe University Frankfurt - Finance Department, and St. John's University - Tobin College of Business - School of Risk Management, Insurance, and Actuarial ScienceGoethe University Frankfurt - Department of Finance

Downloads 93 (609,724)

Abstract:

Lifecycle Impacts of the Financial and Economic Crisis on Household Optimal Consumption, Portfolio Choice, and Labor Supply

Netspar Discussion Paper No. 06/2011-051

Number of pages: 38 Posted: 01 Jul 2011 Last Revised: 26 Nov 2011

Jingjing Chai, Raimond Maurer, Olivia S. Mitchell, Ralph Rogalla and Ralph Rogalla

Goethe University Frankfurt - Department of Finance, Goethe University Frankfurt - Finance Department, and St. John's University - Tobin College of Business - School of Risk Management, Insurance, and Actuarial ScienceGoethe University Frankfurt - Department of Finance

Downloads 72 (712,727)

Citation 1

Abstract:

Lifecycle Impacts of the Financial and Economic Crisis on Household Optimal Consumption, Portfolio Choice, and Labor Supply

NBER Working Paper No. w17134

Number of pages: 37 Posted: 20 Jun 2011 Last Revised: 27 Apr 2023

Jingjing Chai, Raimond Maurer, Olivia S. Mitchell, Ralph Rogalla and Ralph Rogalla

Goethe University Frankfurt - Department of Finance, Goethe University Frankfurt - Finance Department, and St. John's University - Tobin College of Business - School of Risk Management, Insurance, and Actuarial ScienceGoethe University Frankfurt - Department of Finance

Downloads 43 (925,306)

Citation 2

Abstract:

92.

The Effect of Uncertain Labor Income and Social Security on Life-Cycle Portfolios

Downloads 204 (320,628)

2

The Effect of Uncertain Labor Income and Social Security on Life-Cycle Portfolios

Pension Research Council WP 2009-06

Number of pages: 22 Posted: 06 Jul 2009

Raimond Maurer, Olivia S. Mitchell, Ralph Rogalla and Ralph Rogalla

Goethe University Frankfurt - Finance Department, and St. John's University - Tobin College of Business - School of Risk Management, Insurance, and Actuarial ScienceGoethe University Frankfurt - Department of Finance

Downloads 152 (416,612)

Abstract:

The Effect of Uncertain Labor Income and Social Security on Life-Cycle Portfolios

NBER Working Paper No. w15682

Number of pages: 21 Posted: 25 Jan 2010 Last Revised: 08 May 2023

Raimond Maurer, Olivia S. Mitchell, Ralph Rogalla and Ralph Rogalla

Goethe University Frankfurt - Finance Department, and St. John's University - Tobin College of Business - School of Risk Management, Insurance, and Actuarial ScienceGoethe University Frankfurt - Department of Finance

Downloads 52 (846,441)

Abstract:

93.

Regret, Portfolio Choice, and Guarantees in Defined Contribution Schemes

Downloads 203 (322,117)

Citation 11

2

Regret, Portfolio Choice, and Guarantees in Defined Contribution Schemes

Pension Research Council WP2005-17

Number of pages: 18 Posted: 02 Nov 2005

Alexander Muermann, Olivia S. Mitchell and Jacqueline Volkman Wise

WU (Vienna University of Economics and Business), and Saint Joseph's University - Haub School of Business

Downloads 203 (321,018)

Citation 11

Abstract:

Regret, Portfolio Choice, and Guarantees in Defined Contribution Schemes

Insurance: Mathematics and Economics, Forthcoming, Pension Research Council WP2005-17

Posted: 21 Jul 2006

Alexander Muermann, Olivia S. Mitchell and Jacqueline Volkman Wise

WU (Vienna University of Economics and Business), and Saint Joseph's University - Haub School of Business

Abstract:

94.

Financial Fragility During the COVID-19 Pandemic

Downloads 200 (326,525)

Citation 19

3

Financial Fragility During the COVID-19 Pandemic

Wharton Pension Research Council Working Paper No. 2020-25

Number of pages: 12 Posted: 04 Nov 2020 Last Revised: 15 Jan 2021

Robert L. Clark, Annamaria Lusardi and Olivia S. Mitchell

North Carolina State University - Poole College of Management, Stanford University - Stanford Institute for Economic Policy Research and

Downloads 138 (451,085)

Abstract:

Financial Fragility During the Covid-19 Pandemic

NBER Working Paper No. w28207

Number of pages: 20 Posted: 21 Dec 2020 Last Revised: 27 Jan 2023

Robert L. Clark, Annamaria Lusardi and Olivia S. Mitchell

North Carolina State University - Poole College of Management, Stanford University - Stanford Institute for Economic Policy Research and

Downloads 62 (774,084)

Citation 1

Abstract:

Financial Fragility During the COVID-19 Pandemic

CEPR Discussion Paper No. DP15532

Number of pages: 22 Posted: 23 Dec 2020

Robert L. Clark, Annamaria Lusardi and Olivia S. Mitchell

North Carolina State University - Poole College of Management, Stanford University - Stanford Institute for Economic Policy Research and

Downloads 0

Citation 18

Add to Cart

Abstract:

95.

Unlocking Housing Equity in Japan

NBER Working Paper No. w10340

Number of pages: 55 Posted: 22 Apr 2004 Last Revised: 16 Apr 2008

Olivia S. Mitchell and John Piggott

and University of New South Wales (UNSW) - Australian School of Business, School of Economics

Downloads 199 (328,043)

Citation 2

Abstract:

96.

Technical Review Panel for the Pension Insurance Modeling System (PIMS)

Michigan Retirement Research Center Research Paper No. 2013-290, Simon School Working Paper No. FR 13-32

Number of pages: 265 Posted: 11 Jan 2014

Olivia S. Mitchell, Christopher Geczy, Robert Novy-Marx, Raimond Maurer, Donald E. Fuerst, Christopher Bone, Donald Segal, Martin G. Clarke, Frank J. Fabozzi, Deborah Lucas and David F. Babbel

, University of Pennsylvania - The Wharton School, Finance Department, Simon Business School, University of Rochester, Goethe University Frankfurt - Finance Department, Mercer Human Resource Consulting, Independent, Independent, Independent, Johns Hopkins University - Carey Business School, Massachusetts Institute of Technology (MIT) - Sloan School of Management and University of Pennsylvania - The Wharton School - Finance and Insurance Departments

Downloads 196 (332,692)

Citation 1

Abstract:

97.

Administrative Costs in Public and Private Retirement Systems

NBER Working Paper No. w5734

Number of pages: 71 Posted: 05 Nov 1996 Last Revised: 03 Sep 2022

Olivia S. Mitchell

Downloads 196 (332,692)

Citation 6

Abstract:

98.

How Would 401(k) ‘Rothification’ Alter Saving, Retirement Security, and Inequality?

Downloads 194 (335,931)

Citation 4

3

How Would 401(k) ‘Rothification’ Alter Saving, Retirement Security, and Inequality?

Michigan Retirement Research Center Research Paper No. MRDRC WP 2019-398, UM19-12 , Wharton Pension Research Council Working Paper No. 2019-20

Number of pages: 36 Posted: 08 Nov 2019 Last Revised: 05 Mar 2020

Vanya Horneff, Raimond Maurer and Olivia S. Mitchell

Goethe University Frankfurt - Finance Department, Goethe University Frankfurt - Finance Department and

Downloads 87 (636,688)

Citation 1

Abstract:

How Would 401(k) ‘Rothification’ Alter Saving, Retirement Security, and Inequality?

SAFE Working Paper No. 368

Number of pages: 21 Posted: 09 Dec 2022 Last Revised: 27 Oct 2023

Vanya Horneff, Raimond Maurer and Olivia S. Mitchell

Goethe University Frankfurt - Finance Department, Goethe University Frankfurt - Finance Department and

Downloads 84 (650,846)

Citation 3

Abstract:

How Would 401(K) ‘Rothification’ Alter Saving, Retirement Security, and Inequality?

NBER Working Paper No. w26437

Number of pages: 36 Posted: 11 Nov 2019 Last Revised: 26 Jun 2023

Vanya Horneff, Raimond Maurer and Olivia S. Mitchell

Goethe University Frankfurt - Finance Department, Goethe University Frankfurt - Finance Department and

Downloads 23 (1,150,023)

Abstract:

99.

Dimensions of 401(K) Plan Design

Pension Research Council WP2005-05

Number of pages: 29 Posted: 30 Jun 2006

Olivia S. Mitchell, Stephen P. Utkus and Tongxuan Yang

, University of Pennsylvania and University of Pennsylvania - Insurance & Risk Management Department

Downloads 193 (337,499)

Abstract:

100.

Ambiguity Attitudes for Real-World Sources: Field Evidence from a Large Sample of Investors

Downloads 192 (339,069)

Citation 1

3

Ambiguity Attitudes for Real-World Sources: Field Evidence from a Large Sample of Investors

Wharton Pension Research Council Working Paper No. 2019-02

Number of pages: 40 Posted: 06 Mar 2019 Last Revised: 08 Feb 2024

Kanin Anantanasuwong, Roy Kouwenberg, Olivia S. Mitchell and Kim Peijnenburg

Mahidol University, College of Management, Students, Erasmus University Rotterdam (EUR) - Erasmus School of Economics (ESE), and Tilburg University

Downloads 145 (433,384)

Citation 1

Abstract:

Ambiguity Attitudes About Investments: Evidence from the Field

NBER Working Paper No. w25561

Number of pages: 64 Posted: 19 Feb 2019 Last Revised: 06 May 2023

Kanin Anantanasuwong, Roy Kouwenberg, Olivia S. Mitchell and Kim Peijnenburg

Mahidol University, College of Management, Students, Erasmus University Rotterdam (EUR) - Erasmus School of Economics (ESE), and Tilburg University

Downloads 45 (906,130)

Abstract:

Ambiguity Attitudes About Investments: Evidence from the Field

CEPR Discussion Paper No. DP13518

Number of pages: 47 Posted: 19 Feb 2019 Last Revised: 06 Mar 2019

Kanin Anantanasuwong, Roy Kouwenberg, Olivia S. Mitchell and Kim Peijnenburg

Mahidol University, College of Management, Students, Erasmus University Rotterdam (EUR) - Erasmus School of Economics (ESE), and Tilburg University

Downloads 2 (1,383,238)

Add to Cart

Abstract:

101.

Putting the Pension Back in 401(k) Retirement Plans: Optimal versus Default Longevity Income Annuities

Center for Financial Studies Working Paper No. 607

Number of pages: 43 Posted: 16 Dec 2018

Vanya Horneff, Raimond Maurer and Olivia S. Mitchell

Goethe University Frankfurt - Finance Department, Goethe University Frankfurt - Finance Department and

Downloads 192 (339,069)

Citation 2

Abstract:

102.

Projected Retirement Wealth and Savings Adequacy in the Health and Retirement Study

NBER Working Paper No. w6240

Number of pages: 44 Posted: 13 Jul 2000 Last Revised: 22 Jul 2022

James F. Moore and Olivia S. Mitchell

Pacific Investment Management Company (PIMCO) and

Downloads 192 (339,069)

Citation 7

Abstract:

103.

New Evidence on the Money's Worth of Individual Annuities

NBER Working Paper No. w6002

Number of pages: 47 Posted: 20 Jul 2000 Last Revised: 28 Apr 2023

Olivia S. Mitchell, James M. Poterba, James M. Poterba and Mark J. Warshawsky

, National Bureau of Economic Research (NBER)Massachusetts Institute of Technology (MIT) - Department of Economics and Towers Watson

Downloads 187 (347,458)

Citation 70

Abstract:

104.

Pension Payouts in Chile: Past, Present, and Future Prospects

Pension Research Council WP 2009-07

Number of pages: 35 Posted: 23 Sep 2009 Last Revised: 26 Nov 2011

Olivia S. Mitchell and Jose Ruiz

and affiliation not provided to SSRN

Downloads 186 (349,228)

Citation 2

Abstract:

105.

Modeling Lifetime Earnings Paths: Hypothetical Versus Actual Workers

Boettner Center for Pensions and Retirement Research Working Paper No. BWP2004-3, Michigan Retirement Research Center Research Paper No., WP 2004-074

Number of pages: 38 Posted: 22 Jun 2004

Andrew Au, Olivia S. Mitchell and John W. R. Phillips

University of Pennsylvania - The Wharton School, and National Institutes on Aging

Downloads 186 (349,228)

Citation 6

Abstract:

106.

Mortality Risk, Inflation Risk, and Annuity Products

NBER Working Paper No. w7812

Number of pages: 34 Posted: 25 Jul 2000 Last Revised: 28 Apr 2023

Jeffrey R. Brown, Olivia S. Mitchell, James M. Poterba and James M. Poterba

University of Illinois at Urbana-Champaign - Department of Finance, and National Bureau of Economic Research (NBER)Massachusetts Institute of Technology (MIT) - Department of Economics

Downloads 186 (349,228)

Citation 7

Abstract:

107.

Better Plans for the Better-Paid: Determinants and Effects of 401(K) Plan Design

Pension Research Council WP2005-5

Number of pages: 56 Posted: 13 Jul 2005

Stephen P. Utkus, Tongxuan Yang and Olivia S. Mitchell

University of Pennsylvania, University of Pennsylvania - Insurance & Risk Management Department and

Downloads 185 (350,963)

Abstract:

108.

How Family Status and Social Security Claiming Options Shape Optimal Life Cycle Portfolios

Downloads 184 (352,726)

Citation 44

3

How Family Status and Social Security Claiming Options Shape Optimal Life Cycle Portfolios

Michigan Retirement Research Center Research Paper No. 2013-293

Number of pages: 50 Posted: 11 Jan 2014

Andreas Hubener, Raimond Maurer and Olivia S. Mitchell

Goethe University Frankfurt, Goethe University Frankfurt - Finance Department and

Downloads 93 (610,041)

Citation 16

Abstract:

How Family Status and Social Security Claiming Options Shape Optimal Life Cycle Portfolios

Pension Research Council WP 2013-32

Number of pages: 48 Posted: 07 Nov 2013

Andreas Hubener, Raimond Maurer and Olivia S. Mitchell

Goethe University Frankfurt, Goethe University Frankfurt - Finance Department and

Downloads 52 (846,441)

Abstract:

How Family Status and Social Security Claiming Options Shape Optimal Life Cycle Portfolios

NBER Working Paper No. w19583

Number of pages: 48 Posted: 25 Oct 2013 Last Revised: 06 Jul 2023

Andreas Hubener, Raimond Maurer and Olivia S. Mitchell

Goethe University Frankfurt, Goethe University Frankfurt - Finance Department and

Downloads 39 (964,377)

Citation 28

Abstract:

109.

Default, Framing and Spillover Effects: The Case of Lifecycle Funds in 401(K) Plans

Downloads 177 (364,925)

Citation 1

2

Default, Framing and Spillover Effects: The Case of Lifecycle Funds in 401(K) Plans

Pension Research Council WP, May 2009

Number of pages: 33 Posted: 24 Jun 2009

Olivia S. Mitchell, Gary R. Mottola, Stephen P. Utkus and Takeshi Yamaguchi

, Research Director FINRA Foundation, University of Pennsylvania and University of Pennsylvania - The Wharton School

Downloads 122 (499,142)

Citation 1

Abstract:

Default, Framing and Spillover Effects: the Case of Lifecycle Funds in 401(K) Plans

NBER Working Paper No. w15108

Number of pages: 33 Posted: 30 Jun 2009 Last Revised: 14 Apr 2023

Olivia S. Mitchell, Gary R. Mottola, Stephen P. Utkus and Takeshi Yamaguchi

, Research Director FINRA Foundation, University of Pennsylvania and University of Pennsylvania - The Wharton School

Downloads 55 (823,054)

Abstract:

110.

Do Required Minimum Distribution 401(K) Rules Matter, and for Whom? Insights from a Lifecycle Model

Downloads 175 (368,701)

Citation 4

2

Do Required Minimum Distribution 401(K) Rules Matter, and for Whom? Insights from a Lifecycle Model

Wharton Pension Research Council Working Paper No. 2021-02, LawFin Working Paper No. 17

Number of pages: 41 Posted: 22 Feb 2021 Last Revised: 19 Jan 2023

Vanya Horneff, Raimond Maurer and Olivia S. Mitchell

Goethe University Frankfurt - Finance Department, Goethe University Frankfurt and

Downloads 158 (403,184)

Citation 4

Abstract:

Do Required Minimum Distribution 401(K) Rules Matter, and for Whom? Insights from a Lifecycle Model

NBER Working Paper No. w28490

Number of pages: 40 Posted: 22 Feb 2021 Last Revised: 26 Jun 2023

Vanya Horneff, Raimond Maurer and Olivia S. Mitchell

Goethe University Frankfurt - Finance Department, Goethe University Frankfurt - Finance Department and

Downloads 17 (1,230,815)

Abstract:

111.

Online Appendix for 'Ambiguity Aversion and Household Portfolio Choice Puzzles: Empirical Evidence'

Journal of Financial Economics, 2016, 119(3), 559-577

Number of pages: 13 Posted: 25 May 2017 Last Revised: 12 Oct 2017

Stephen G. Dimmock, Roy Kouwenberg, Olivia S. Mitchell and Kim Peijnenburg

National University of Singapore, Erasmus University Rotterdam (EUR) - Erasmus School of Economics (ESE), and Tilburg University

Downloads 175 (368,701)

Citation 1

Abstract:

112.

Early Pension Withdrawals in Chile During the Pandemic

Wharton Pension Research Council Working Paper No. 2023-03

Number of pages: 50 Posted: 02 Feb 2023

Olga Fuentes, Olivia S. Mitchell and Félix Villatoro

World Bank Group, and Central Bank of Chile

Downloads 173 (372,474)

Abstract:

113.

Taxing Retirement Income: Nonqualified Annuities and Distributions from Qualified Accounts

NBER Working Paper No. w7268

Number of pages: 47 Posted: 20 Mar 2000 Last Revised: 28 Apr 2023

Jeffrey R. Brown, Olivia S. Mitchell, James M. Poterba, James M. Poterba and Mark J. Warshawsky

University of Illinois at Urbana-Champaign - Department of Finance, , National Bureau of Economic Research (NBER)Massachusetts Institute of Technology (MIT) - Department of Economics and Towers Watson

Downloads 173 (372,474)

Abstract:

114.

Optimizing the Retirement Portfolio: Asset Allocation, Annuitization, and Risk Aversion

Downloads 172 (374,397)

3

Optimizing the Retirement Portfolio: Asset Allocation, Annuitization, and Risk Aversion

NBER Working Paper No. w12392

Number of pages: 29 Posted: 03 Aug 2006 Last Revised: 02 Jan 2023

Wolfram J. Horneff, Raimond Maurer, Olivia S. Mitchell and Ivica Dus

Deka Investment, Goethe University Frankfurt - Finance Department, and University of Frankfurt

Downloads 172 (373,835)

Abstract:

Optimizing the Retirement Portfolio: Asset Allocation, Annuitization, and Risk Aversion

Pension Research Council (PRC) Working Paper

Posted: 17 Jul 2006

Wolfram J. Horneff, Olivia S. Mitchell, Raimond Maurer and Ivica Dus

Deka Investment, , Goethe University Frankfurt - Finance Department and University of Frankfurt

Abstract:

Optimizing the Retirement Portfolio: Asset Allocation, Annuitization, and Risk Aversion

Michigan Retirement Research Center Research Paper No. WP 2006-124

Posted: 19 Feb 2008

Wolfram J. Horneff, Raimond Maurer, Olivia S. Mitchell and Ivica Dus

Deka Investment, Goethe University Frankfurt - Finance Department, and University of Frankfurt

Abstract:

115.

Cross-Cohort Differences in Health on the Verge of Retirement

Downloads 171 (376,341)

2

Cross-Cohort Differences in Health on the Verge of Retirement

PRC Working Paper Series No. WP2006-18

Number of pages: 34 Posted: 03 Oct 2006

Beth J. Soldo, Olivia S. Mitchell, Rania Tfaily and John F. McCabe

Population Studies Center, , Carleton University and Population Studies Center

Downloads 88 (631,718)

Abstract:

Cross-Cohort Differences in Health on the Verge of Retirement

NBER Working Paper No. w12762

Number of pages: 34 Posted: 15 Dec 2006 Last Revised: 16 Nov 2022

Beth J. Soldo, Olivia S. Mitchell, Rania Tfaily and John F. McCabe

Population Studies Center, , Carleton University and Population Studies Center

Downloads 83 (655,305)

Abstract:

116.

The Role of Economic Policy in Social Security Reform: Perspectives from the President's Commission

Downloads 171 (376,341)

Citation 3

2

The Role of Economic Policy in Social Security Reform: Perspectives from the President's Commission

Wharton School, PRC Working Paper No. 2002-13

Number of pages: 37 Posted: 26 Sep 2002

John F. Cogan and Olivia S. Mitchell

Stanford University - The Hoover Institution on War, Revolution and Peace and

Downloads 113 (529,909)

Citation 1

Abstract:

The Role of Economic Policy in Social Security Reform: Perspectives from the President's Commission

NBER Working Paper No. w9166

Number of pages: 37 Posted: 15 Sep 2002 Last Revised: 20 Jul 2022

John F. Cogan and Olivia S. Mitchell

Stanford University - The Hoover Institution on War, Revolution and Peace and

Downloads 58 (801,604)

Citation 2

Abstract:

117.

Trust and Retirement Preparedness: Evidence from Singapore

Wharton Pension Research Council Working Paper No. 2019-03

Number of pages: 39 Posted: 12 Feb 2020

Benedict S. Koh, Olivia S. Mitchell and Joelle H. Fong

Singapore Management University - Lee Kong Chian School of Business, and National University of Singapore

Downloads 170 (378,338)

Citation 4

Abstract:

118.

Optimal Life Cycle Portfolio Choice with Variable Annuities Offering Liquidity and Investment Downside Protection

Downloads 170 (378,338)

Citation 27

2

Optimal Life Cycle Portfolio Choice with Variable Annuities Offering Liquidity and Investment Downside Protection

Michigan Retirement Research Center Research Paper No. 2013-286

Number of pages: 43 Posted: 06 Aug 2013 Last Revised: 03 Sep 2013

Vanya Horneff, Raimond Maurer, Olivia S. Mitchell, Ralph Rogalla and Ralph Rogalla

Goethe University Frankfurt - Finance Department, Goethe University Frankfurt - Finance Department, and St. John's University - Tobin College of Business - School of Risk Management, Insurance, and Actuarial ScienceGoethe University Frankfurt - Department of Finance

Downloads 137 (454,039)

Citation 14

Abstract:

Optimal Life Cycle Portfolio Choice with Variable Annuities Offering Liquidity and Investment Downside Protection

NBER Working Paper No. w19206

Number of pages: 41 Posted: 12 Jul 2013 Last Revised: 25 Jun 2023

Vanya Horneff, Raimond Maurer, Olivia S. Mitchell, Ralph Rogalla and Ralph Rogalla

Goethe University Frankfurt - Finance Department, Goethe University Frankfurt - Finance Department, and St. John's University - Tobin College of Business - School of Risk Management, Insurance, and Actuarial ScienceGoethe University Frankfurt - Department of Finance

Downloads 33 (1,028,431)

Citation 13

Abstract:

119.

Behavioral Impediments to Valuing Annuities: Complexity and Choice Bracketing

Downloads 166 (386,212)

Citation 6

2

Behavioral Impediments to Valuing Annuities: Complexity and Choice Bracketing

Wharton Pension Research Council Working Paper No. 2019-05

Number of pages: 61 Posted: 08 Apr 2019 Last Revised: 25 Feb 2020

Jeffrey R. Brown, Arie Kapteyn, Erzo F. P. Luttmer, Olivia S. Mitchell and Anya Samek

University of Illinois at Urbana-Champaign - Department of Finance, University of Southern California - Center for Economic and Social Research (CESR), Dartmouth College, and University of California, San Diego (UCSD) - Rady School of Management

Downloads 111 (537,263)

Citation 1

Abstract:

Behavioral Impediments to Valuing Annuities: Complexity and Choice Bracketing

IZA Discussion Paper No. 12263

Number of pages: 52 Posted: 21 May 2019 Last Revised: 18 Nov 2021

Jeffrey R. Brown, Arie Kapteyn, Erzo F. P. Luttmer, Olivia S. Mitchell and Anya Samek

University of Illinois at Urbana-Champaign - Department of Finance, University of Southern California - Center for Economic and Social Research (CESR), Dartmouth College, and University of California, San Diego (UCSD) - Rady School of Management

Downloads 55 (823,621)

Citation 5

Abstract:

120.

Collective Investments for Pension Saving: Lessons from Singapore’s Central Provident Fund Scheme

Pension Research Council WP 2010-01

Number of pages: 25 Posted: 21 Jan 2010 Last Revised: 13 Nov 2013

Benedict S. Koh, Olivia S. Mitchell and Joelle H. Fong

Singapore Management University - Lee Kong Chian School of Business, and National University of Singapore

Downloads 166 (386,212)

Abstract:

121.

The Efficiency of Sponsor and Participant Portfolio Choices in 401(k) Plans

Pension Research Council Working Paper No. WP2009-08

Number of pages: 38 Posted: 12 Aug 2009 Last Revised: 26 Nov 2011

Ning Tang, Olivia S. Mitchell, Gary R. Mottola and Stephen P. Utkus

University of Pennsylvania - The Wharton School, , Research Director FINRA Foundation and University of Pennsylvania

Downloads 165 (388,278)

Citation 6

Abstract:

122.

Longevity Perceptions and Saving Decisions During the COVID-19 Outbreak: An Experimental Investigation

Downloads 164 (390,304)

2

Longevity Perceptions and Saving Decisions During the COVID-19 Outbreak: An Experimental Investigation

Wharton Pension Research Council Working Paper No. 2021-01

Number of pages: 12 Posted: 14 Jan 2021 Last Revised: 21 Jan 2021

Abigail Hurwitz, Olivia S. Mitchell and Orly Sade

Hebrew University, Jerusalem Israel, and Hebrew University of Jerusalem - Department of Finance

Downloads 121 (502,205)

Abstract:

Longevity Perceptions and Saving Decisions During the Covid-19 Outbreak: An Experimental Investigation

NBER Working Paper No. w28361

Number of pages: 13 Posted: 27 Jan 2021 Last Revised: 30 Jun 2023

Abigail Hurwitz, Olivia S. Mitchell and Orly Sade

Hebrew University, Jerusalem Israel, and Hebrew University of Jerusalem - Department of Finance

Downloads 43 (924,637)

Abstract:

123.

Time Discounting and Economic Decision-Making Among the Elderly

Downloads 162 (394,473)

Citation 4

2

Time Discounting and Economic Decision-Making Among the Elderly

Michigan Retirement Research Center Research Paper No. 2016-347, Wharton Pension Research Council Working Paper No. 2016-05

Number of pages: 41 Posted: 14 Dec 2016

David Huffman, Raimond Maurer and Olivia S. Mitchell

IZA Institute of Labor Economics, Goethe University Frankfurt - Finance Department and

Downloads 98 (589,305)

Citation 3

Abstract:

Time Discounting and Economic Decision-Making Among the Elderly

NBER Working Paper No. w22438

Number of pages: 40 Posted: 25 Jul 2016 Last Revised: 24 Apr 2022

David Huffman, Raimond Maurer and Olivia S. Mitchell

IZA Institute of Labor Economics, Goethe University Frankfurt - Finance Department and

Downloads 64 (760,904)

Citation 1

Abstract:

124.

"Public Sector Pension Governance and Performance"

NBER Working Paper No. w4632

Number of pages: 46 Posted: 01 Jul 2000 Last Revised: 29 Aug 2022

Olivia S. Mitchell and Ping Lung Hsin

and Cornell University - School of Industrial and Labor Relations

Downloads 162 (394,473)

Citation 5

Abstract:

125.

Betting on Death and Capital Markets in Retirement: A Shortfall Risk Analysis of Life Annuities Versus Phased Withdrawal Plans

Michigan Retirement Research Center Research Paper No. WP 2003-063

Number of pages: 44 Posted: 12 Feb 2008

Ivica Dus, Raimond Maurer and Olivia S. Mitchell

University of Frankfurt, Goethe University Frankfurt - Finance Department and

Downloads 160 (398,736)

Citation 35

Abstract:

126.

The Victory of Hope Over Angst? Funding, Asset Allocation, and Risk-Taking in German Public Sector Pension Reform

Pension Research Council Paper No. WP2007-8

Number of pages: 38 Posted: 11 Apr 2007

Raimond Maurer, Olivia S. Mitchell, Ralph Rogalla and Ralph Rogalla

Goethe University Frankfurt - Finance Department, and St. John's University - Tobin College of Business - School of Risk Management, Insurance, and Actuarial ScienceGoethe University Frankfurt - Department of Finance

Downloads 155 (409,603)

Citation 1

Abstract:

127.

Social Security Replacement Rates for Alternative Earnings Benchmarks

Michigan Retirement Research Center Research Paper No. WP 2006-116

Number of pages: 22 Posted: 19 Feb 2008

Olivia S. Mitchell and John W. R. Phillips

and National Institutes on Aging

Downloads 153 (414,092)

Citation 34

Abstract:

128.

Implications of the Financial Crisis for Long Run Retirement Security

Pension Research Council WP 2010-02

Number of pages: 13 Posted: 21 Jan 2010 Last Revised: 26 Nov 2011

Olivia S. Mitchell

Downloads 151 (418,624)

Citation 1

Abstract:

129.

Eligibility for Social Security Disability Insurance

Michigan Retirement Research Center Research Paper No. WP 2001-011

Number of pages: 22 Posted: 17 Jan 2008

Olivia S. Mitchell and John W. R. Phillips

and National Institutes on Aging

Downloads 151 (418,624)

Citation 6

Abstract:

130.

Optimal Social Security Claiming Behavior Under Lump Sum Incentives: Theory and Evidence

Downloads 150 (420,892)

Citation 6

2

Optimal Social Security Claiming Behavior Under Lump Sum Incentives: Theory and Evidence

SAFE Working Paper No. 164

Number of pages: 36 Posted: 18 Jan 2017 Last Revised: 06 Feb 2017

Raimond Maurer, Olivia S. Mitchell, Ralph Rogalla, Ralph Rogalla and Tatjana Schimetschek

Goethe University Frankfurt - Finance Department, , St. John's University - Tobin College of Business - School of Risk Management, Insurance, and Actuarial ScienceGoethe University Frankfurt - Department of Finance and Goethe University Frankfurt - Department of Finance

Downloads 108 (548,298)

Abstract:

Optimal Social Security Claiming Behavior Under Lump Sum Incentives: Theory and Evidence

NBER Working Paper No. w23073

Number of pages: 32 Posted: 23 Jan 2017 Last Revised: 19 Jul 2023

Raimond Maurer, Olivia S. Mitchell, Ralph Rogalla, Ralph Rogalla and Tatjana Schimetschek

Goethe University Frankfurt - Finance Department, , St. John's University - Tobin College of Business - School of Risk Management, Insurance, and Actuarial ScienceGoethe University Frankfurt - Department of Finance and Goethe University Frankfurt - Department of Finance

Downloads 42 (934,731)

Citation 6

Abstract:

131.

How Ordinary Consumers Make Complex Economic Decisions: Financial Literacy and Retirement Readiness

NBER Working Paper No. w15350

Number of pages: 37 Posted: 15 Sep 2009 Last Revised: 12 Jun 2022

Annamaria Lusardi and Olivia S. Mitchell

Stanford University - Stanford Institute for Economic Policy Research and

Downloads 150 (420,892)

Citation 45

Abstract:

132.

Annuities for an Ageing World

NBER Working Paper No. w9092

Number of pages: 48 Posted: 01 Aug 2002 Last Revised: 06 Nov 2022

Olivia S. Mitchell and David Glen McCarthy

and University of Pennsylvania - Insurance & Risk Management Department

Downloads 150 (420,892)

Abstract:

133.

Financial Literacy and Financial Sophistication in the Older Population: Evidence from the 2008 HRS

Michigan Retirement Research Center Research Paper No. 2009-216

Number of pages: 33 Posted: 26 Nov 2009

Olivia S. Mitchell, Vilsa Curto and Annamaria Lusardi

, National Bureau of Economic Research (NBER) and Stanford University - Stanford Institute for Economic Policy Research

Downloads 148 (425,450)

Citation 14

Abstract:

134.

Target-Date Funds in 401(k) Plans

Pension Research Council WP 2012-02

Number of pages: 36 Posted: 07 Mar 2012

Olivia S. Mitchell and Stephen P. Utkus

and University of Pennsylvania

Downloads 146 (430,181)

Abstract:

135.

Would a Privatized Social Security System Really Pay a Higher Rate of Return

NBER Working Paper No. w6713

Number of pages: 34 Posted: 10 Jun 2000 Last Revised: 06 Nov 2022

John Geanakoplos, Olivia S. Mitchell and Stephen P. Zeldes

Yale University, and Columbia University - Columbia Business School

Downloads 144 (435,041)

Abstract:

136.

Applications, Denials, and Appeals for Social Security Disability Insurance

Michigan Retirement Research Center Research Paper No. WP 2002-032

Number of pages: 30 Posted: 04 Feb 2008

Olivia S. Mitchell and John W. R. Phillips

and National Institutes on Aging

Downloads 139 (447,529)

Citation 2

Abstract:

137.

The Chilean Pension Reform Turns 25: Lessons from the Social Protection Survey

Downloads 139 (447,529)

Citation 1

2

The Chilean Pension Reform Turns 25: Lessons from the Social Protection Survey

NBER Working Paper No. w12401

Number of pages: 44 Posted: 11 Oct 2006 Last Revised: 22 May 2022

Alberto Arenas de Mesa, David Bravo, Jere Behrman, Olivia S. Mitchell and Petra Todd

University of Chile, Centro Encuestas y Estudios Longitudinales Universidad Catolica, University of Pennsylvania - Department of Economics, and University of Pennsylvania - Department of Economics

Downloads 139 (448,685)

Citation 1

Abstract:

The Chilean Pension Reform Turns 25: Lessons from the Social Protection Survey

Published in Kay, S. and T. Sinha (Eds.) (2008). Lessons from Pension Reform in the Americas. Oxford, UK: Oxford University Press., Pension Research Council Working Paper No. 2006-9

Posted: 19 Jun 2006 Last Revised: 03 Apr 2020

Olivia S. Mitchell, Alberto Arenas DeMesa, David Bravo, Jere Behrman and Petra Todd

, University of Chile, Centro Encuestas y Estudios Longitudinales Universidad Catolica, University of Pennsylvania - Department of Economics and University of Pennsylvania - Department of Economics

Abstract:

138.

Estimating Ambiguity Preferences and Perceptions in Multiple Prior Models: Evidence from the Field

Journal of Risk and Uncertainty, vol. 51(3), December 2015

Number of pages: 43 Posted: 05 Jun 2015 Last Revised: 04 Jan 2016

Stephen G. Dimmock, Roy Kouwenberg, Olivia S. Mitchell and Kim Peijnenburg

National University of Singapore, Erasmus University Rotterdam (EUR) - Erasmus School of Economics (ESE), and Tilburg University

Downloads 138 (450,093)

Citation 29

Abstract:

139.

Auto-Enrollment Retirement Plans for the People: Choices and Outcomes in OregonSaves

Downloads 136 (455,464)

Citation 3

2

Auto-Enrollment Retirement Plans for the People: Choices and Outcomes in OregonSaves

Wharton Pension Research Council Working Paper No. 2020-15

Number of pages: 61 Posted: 29 Jul 2020 Last Revised: 05 Mar 2021

John Chalmers, Olivia S. Mitchell, Jonathan Reuter and Mingli Zhong

University of Oregon, , Boston College - Department of Finance and University of Pennsylvania, The Wharton School

Downloads 83 (655,692)

Citation 3

Abstract:

Auto-Enrollment Retirement Plans for the People: Choices and Outcomes in Oregonsaves

NBER Working Paper No. w28469

Number of pages: 61 Posted: 16 Feb 2021 Last Revised: 16 Apr 2023

John Chalmers, Olivia S. Mitchell, Jonathan Reuter and Mingli Zhong

University of Oregon, , Boston College - Department of Finance and National Bureau of Economic Research (NBER)

Downloads 53 (838,548)

Abstract:

140.

What’s on the Menu? Included Versus Excluded Investment Funds for Singapore’s Central Provident Fund Investors

Pension Research Council WP 2010-12

Number of pages: 27 Posted: 18 Sep 2010

Olivia S. Mitchell and Benedict S. Koh

and Singapore Management University - Lee Kong Chian School of Business

Downloads 133 (463,757)

Citation 3

Abstract:

141.

Accounting and Actuarial Smoothing of Retirement Payouts in Participating Life Annuities

Downloads 132 (466,658)

Citation 6

2

Accounting and Actuarial Smoothing of Retirement Payouts in Participating Life Annuities

Pension Research Council WP 2014-02

Number of pages: 45 Posted: 12 Nov 2014

Raimond Maurer, Olivia S. Mitchell, Ralph Rogalla, Ralph Rogalla and Ivonne Siegelin

Goethe University Frankfurt - Finance Department, , St. John's University - Tobin College of Business - School of Risk Management, Insurance, and Actuarial ScienceGoethe University Frankfurt - Department of Finance and Goethe University Frankfurt

Downloads 93 (610,041)

Citation 6

Abstract:

Accounting and Actuarial Smoothing of Retirement Payouts in Participating Life Annuities

NBER Working Paper No. w20124

Number of pages: 45 Posted: 19 May 2014 Last Revised: 28 Jun 2023

Raimond Maurer, Olivia S. Mitchell, Ralph Rogalla, Ralph Rogalla and Ivonne Siegelin

Goethe University Frankfurt - Finance Department, , St. John's University - Tobin College of Business - School of Risk Management, Insurance, and Actuarial ScienceGoethe University Frankfurt - Department of Finance and Goethe University Frankfurt

Downloads 39 (963,710)

Abstract:

142.

How the Pandemic Altered Americans’ Debt Burden and Retirement Readiness

Wharton Pension Research Council Working Paper No. 2022-04

Number of pages: 29 Posted: 22 Feb 2022

Andrea Hasler, Annamaria Lusardi and Olivia S. Mitchell

George Washington University - School of Business, Stanford University - Stanford Institute for Economic Policy Research and

Downloads 131 (469,512)

Abstract:

143.

New Trends in Pension Benefit and Retirement Provisions

NBER Working Paper No. w7381

Number of pages: 75 Posted: 30 Apr 2000 Last Revised: 03 Sep 2022

Olivia S. Mitchell

Downloads 131 (469,512)

Citation 2

Abstract:

144.

Borrowing from the Future: 401(k) Plan Loans and Loan Defaults

Downloads 130 (472,327)

Citation 8

2

Borrowing from the Future: 401(k) Plan Loans and Loan Defaults

Pension Research Council WP 2014-01

Number of pages: 35 Posted: 14 Nov 2014

Timothy (Jun) Lu, Olivia S. Mitchell, Stephen P. Utkus and Jean A. Young

emlyon business school, , University of Pennsylvania and The Vanguard Group, Inc. - Center for Retirement Research

Downloads 101 (576,825)

Abstract:

Borrowing from the Future: 401(K) Plan Loans and Loan Defaults

NBER Working Paper No. w21102

Number of pages: 42 Posted: 20 Apr 2015 Last Revised: 27 Feb 2023

Timothy (Jun) Lu, Olivia S. Mitchell, Stephen P. Utkus and Jean A. Young

emlyon business school, , University of Pennsylvania and The Vanguard Group, Inc. - Center for Retirement Research

Downloads 29 (1,074,670)

Citation 8

Abstract:

145.

Labor Market Uncertainty and Pension System Performance

Pension Research Council WP 2009-11

Number of pages: 34 Posted: 23 Sep 2009

Olivia S. Mitchell and John A. Turner

and affiliation not provided to SSRN

Downloads 126 (484,152)

Citation 4

Abstract:

146.

Fixed and Variable Longevity Annuities in Defined Contribution Plans: Optimal Retirement Portfolios Taking Social Security Into Account

TIAA Institute Research Paper Series, The Wharton School Research Paper Forthcoming

Number of pages: 24 Posted: 22 Jun 2023 Last Revised: 29 May 2024

Vanya Horneff, Raimond Maurer and Olivia S. Mitchell

Goethe University Frankfurt - Finance Department, Goethe University Frankfurt - Finance Department and

Downloads 125 (487,197)

Citation 7

Abstract:

147.

The Role of Real Annuities and Indexed Bonds in an Individual Accounts Retirement Program

NBER Working Paper No. w7005

Number of pages: 49 Posted: 30 Mar 1999 Last Revised: 28 Apr 2023

Jeffrey R. Brown, Olivia S. Mitchell, James M. Poterba and James M. Poterba

University of Illinois at Urbana-Champaign - Department of Finance, and National Bureau of Economic Research (NBER)Massachusetts Institute of Technology (MIT) - Department of Economics

Downloads 124 (490,255)

Citation 6

Abstract:

148.

Income Trajectories in Later Life: Longitudinal Evidence from the Health and Retirement Study

Number of pages: 64 Posted: 20 Jul 2021 Last Revised: 17 Jun 2022

Olivia S. Mitchell, Robert Clark and Annamaria Lusardi

, North Carolina State University and Stanford University - Stanford Institute for Economic Policy Research

Downloads 121 (499,665)

Abstract:

149.

The Efficiency of Pension Menus and Individual Portfolio Choice in 401(K) Pensions

Michigan Retirement Research Center Research Paper No. 2009-203

Number of pages: 36 Posted: 24 Sep 2009

Ning Tang, Olivia S. Mitchell, Gary R. Mottola and Stephen P. Utkus

University of Pennsylvania - The Wharton School, , Research Director FINRA Foundation and University of Pennsylvania

Downloads 118 (509,208)

Citation 1

Abstract:

150.

Retirement Responses to Early Social Security Benefit Reductions

Downloads 118 (509,208)

2

Retirement Responses to Early Social Security Benefit Reductions

NBER Working Paper No. w7963

Number of pages: 37 Posted: 13 Oct 2000 Last Revised: 06 Oct 2022

Olivia S. Mitchell and John W. Phillips

and University of Pennsylvania

Downloads 61 (780,232)

Abstract:

Retirement Responses to Early Social Security Benefit Reductions

Michigan Retirement Research Center Research Paper No. WP 2000-006

Number of pages: 36 Posted: 17 Jan 2008

John W. R. Phillips and Olivia S. Mitchell

National Institutes on Aging and

Downloads 57 (808,171)

Abstract:

151.

Betting on Death and Capital Markets in Retirement: A Shortfall Risk Analysis of Life Annuities

NBER Working Paper No. w11271

Number of pages: 39 Posted: 31 May 2005 Last Revised: 26 Oct 2022

Ivica Dus, Raimond Maurer and Olivia S. Mitchell

University of Frankfurt, Goethe University Frankfurt - Finance Department and

Downloads 117 (512,493)

Abstract:

152.

Employer 401(K) Matches for Student Debt Repayment: Killing Two Birds With One Stone?

Downloads 116 (522,761)

4

Employer 401(K) Matches for Student Debt Repayment: Killing Two Birds With One Stone?

TIAA Institute Research Paper Series No. 211, The Wharton School Research Paper

Number of pages: 25 Posted: 03 May 2024

Vanya Horneff, Raimond Maurer and Olivia S. Mitchell

Goethe University Frankfurt - Finance Department, Goethe University Frankfurt - Finance Department and

Downloads 53 (838,548)

Abstract:

Employer 401(k) Matches for Student Debt Repayment: Killing Two Birds with One Stone?

Wharton Pension Research Council Working Paper No. 2024-05

Number of pages: 27 Posted: 03 Jan 2025

Vanya Horneff, Raimond Maurer and Olivia S. Mitchell

Goethe University Frankfurt - Finance Department, Goethe University Frankfurt - Finance Department and

Downloads 46 (915,334)

Abstract:

Employer 401(K) Matches for Student Debt Repayment:Killing Two Birds with One Stone?

Number of pages: 50 Posted: 08 Mar 2025

Vanya Horneff, Raimond Maurer and Olivia S. Mitchell

Goethe University Frankfurt - Finance Department, Goethe University Frankfurt - Finance Department and

Downloads 13 (1,283,425)

Abstract:

Employer 401(K) Matches for Student Debt Repayment: Killing Two Birds with One Stone?

NBER Working Paper No. w32443

Number of pages: 48 Posted: 14 May 2024

Vanya Horneff, Raimond Maurer and Olivia S. Mitchell

Goethe University Frankfurt - Finance Department, Goethe University Frankfurt - Finance Department and

Downloads 4 (1,370,324)

Add to Cart

Abstract:

153.

How the Pandemic Altered Americans' Debt Burden and Retirement Readiness

TIAA Institute Research Paper Series No. 01, 2022

Number of pages: 27 Posted: 03 Nov 2022

Andrea Hasler, Annamaria Lusardi and Olivia S. Mitchell

George Washington University - School of Business, Stanford University - Stanford Institute for Economic Policy Research and

Downloads 114 (522,761)

Abstract:

154.

Simplifying Choices in Defined Contribution Retirement Plan Design: A Case Study

CFS Working Paper, No. 573

Number of pages: 40 Posted: 20 Sep 2017 Last Revised: 18 Jan 2018

Donald B. Keim and Olivia S. Mitchell

University of Pennsylvania - Wharton School and

Downloads 113 (526,201)

Citation 6

Abstract:

155.

Asset-Rich and Cash-Poor: Which Older Adults Value Reverse Mortgages?

Wharton Pension Research Council Working Paper No. 2020-23

Number of pages: 25 Posted: 09 Oct 2020

Joelle H. Fong, Olivia S. Mitchell and Benedict S. Koh

National University of Singapore, and Singapore Management University - Lee Kong Chian School of Business

Downloads 112 (529,759)

Citation 1

Abstract:

156.

Assessing the Demand for Micropensions Among India's Poor

Mitchell, Olivia S., and Anita Mukherjee. "Assessing the demand for micropensions among India’s poor." The Journal of the Economics of Ageing 9 (2017): 30-40.

Number of pages: 36 Posted: 01 May 2016 Last Revised: 07 Aug 2020

Olivia S. Mitchell and Anita Mukherjee

and Wisconsin School of Business

Downloads 112 (529,759)

Citation 4

Abstract:

157.

Social Security Reforms and Poverty Among Older Dual-Earner Couples

NBER Working Paper No. w2382

Number of pages: 26 Posted: 06 Apr 2007 Last Revised: 07 Jul 2022

Olivia S. Mitchell

Downloads 108 (544,262)

Citation 1

Abstract:

158.

Functional Disabilities and Nursing Home Admittance

Pension Research Council WP 2012-19

Number of pages: 43 Posted: 06 Oct 2012

Joelle H. Fong, Benedict S. Koh and Olivia S. Mitchell

National University of Singapore, Singapore Management University - Lee Kong Chian School of Business and

Downloads 107 (548,060)

Abstract:

159.

Older Women's Labor Market Attachment, Retirement Planning, and Household Debt

Downloads 105 (555,719)

Citation 3

2

Older Women's Labor Market Attachment, Retirement Planning, and Household Debt

Wharton Pension Research Council Working Paper No. 2016-07

Number of pages: 38 Posted: 12 Sep 2016

Annamaria Lusardi and Olivia S. Mitchell

Stanford University - Stanford Institute for Economic Policy Research and

Downloads 65 (754,486)

Citation 3

Abstract:

Older Women's Labor Market Attachment, Retirement Planning, and Household Debt

NBER Working Paper No. w22606

Number of pages: 38 Posted: 07 Sep 2016 Last Revised: 09 Apr 2023

Annamaria Lusardi and Olivia S. Mitchell

Stanford University - Stanford Institute for Economic Policy Research and

Downloads 40 (953,761)

Abstract:

160.

Online Appendix for Ambiguity Attitudes for Real-World Sources: Field Evidence from a Large Sample of Investors

Number of pages: 46 Posted: 06 Mar 2019 Last Revised: 09 Feb 2024

Kanin Anantanasuwong, Roy Kouwenberg, Olivia S. Mitchell and Kim Peijnenburg

Mahidol University, College of Management, Students, Erasmus University Rotterdam (EUR) - Erasmus School of Economics (ESE), and Tilburg University

Downloads 104 (559,719)

Abstract:

161.

Worker Knowledge of Pension Provisions

NBER Working Paper No. w2414

Number of pages: 29 Posted: 06 Apr 2007 Last Revised: 06 Feb 2022

Olivia S. Mitchell

Downloads 104 (559,719)

Citation 3

Abstract:

162.

Behavioral Impediments to Valuing Annuities: Evidence on the Effects of Complexity and Choice Bracketing

NBER Working Paper No. w24101

Number of pages: 51 Posted: 12 Dec 2017 Last Revised: 10 May 2023

Jeffrey R. Brown, Arie Kapteyn, Erzo F. P. Luttmer, Olivia S. Mitchell and Anya Samek

University of Illinois at Urbana-Champaign - Department of Finance, University of Southern California - Center for Economic and Social Research (CESR), Dartmouth College, and University of California, San Diego (UCSD) - Rady School of Management

Downloads 101 (571,679)

Citation 3

Abstract:

163.

Managing Contribution and Capital Market Risk in a Funded Public Defined Benefit Plan: Impact of CVaR Cost Constraints

Downloads 101 (571,679)

2

Managing Contribution and Capital Market Risk in a Funded Public Defined Benefit Plan: Impact of CVaR Cost Constraints

21st Australasian Finance and Banking Conference 2008 Paper

Number of pages: 34 Posted: 26 Aug 2008 Last Revised: 26 Nov 2011

Raimond Maurer, Olivia S. Mitchell, Ralph Rogalla and Ralph Rogalla

Goethe University Frankfurt - Finance Department, and St. John's University - Tobin College of Business - School of Risk Management, Insurance, and Actuarial ScienceGoethe University Frankfurt - Department of Finance

Downloads 51 (854,586)

Abstract:

Managing Contribution and Capital Market Risk in a Funded Public Defined Benefit Plan: Impact of Cvar Cost Constraints

NBER Working Paper No. w14332

Number of pages: 34 Posted: 15 Sep 2008 Last Revised: 31 Aug 2022

Raimond Maurer, Olivia S. Mitchell, Ralph Rogalla and Ralph Rogalla

Goethe University Frankfurt - Finance Department, and St. John's University - Tobin College of Business - School of Risk Management, Insurance, and Actuarial ScienceGoethe University Frankfurt - Department of Finance

Downloads 50 (862,736)

Abstract:

164.

Lifetime Earnings Variability and Retirement Wealth

Michigan Retirement Research Center Research Paper No. WP 2003-051

Number of pages: 42 Posted: 14 Feb 2008

Olivia S. Mitchell, John W. R. Phillips, Andrew Au and David McCarthy

, National Institutes on Aging, University of Pennsylvania - The Wharton School and Imperial College Business School

Downloads 101 (571,679)

Citation 1

Abstract:

165.

Americans’ Financial Resilience during the Pandemic

Wharton Pension Research Council Working Paper No. 2022-10

Number of pages: 32 Posted: 13 Apr 2022

Robert L. Clark and Olivia S. Mitchell

North Carolina State University - Poole College of Management and

Downloads 100 (575,613)

Abstract:

166.

Borrowing from Yourself: The Determinants of 401(K) Loan Patterns

Michigan Retirement Research Center Research Paper No. 2010

Number of pages: 33 Posted: 01 Oct 2010

Timothy (Jun) Lu and Olivia S. Mitchell

emlyon business school and

Downloads 100 (575,613)

Citation 7

Abstract:

167.

Social Security Research at the Michigan Retirement Research Center

Social Security Bulletin, Vol. 69, No. 4, pp. 51-64, 2009

Number of pages: 14 Posted: 07 Dec 2009

Richard V. Burkhauser, Alan L. Gustman, John Laitner, Olivia S. Mitchell and Amanda Sonnega

Cornell University - Department of Policy Analysis & Management (PAM), Dartmouth College - Department of Economics, University of Michigan at Ann Arbor - Department of Economics, and University of Michigan at Ann Arbor - Survey Research Center

Downloads 100 (575,613)

Abstract:

168.

"Social Security Privatization: A Structure for Analysis"

NBER Working Paper No. w5512

Number of pages: 14 Posted: 13 Jun 1998 Last Revised: 25 Jul 2022

Olivia S. Mitchell and Stephen P. Zeldes

and Columbia University - Columbia Business School

Downloads 100 (575,613)

Citation 3

Abstract:

169.

Financial Knowledge and Portfolio Complexity in Singapore

Wharton Pension Research Council Working Paper No. 2018-02

Number of pages: 35 Posted: 12 Feb 2020

Benedict S. Koh, Olivia S. Mitchell and Susann Rohwedder

Singapore Management University - Lee Kong Chian School of Business, and RAND Corporation

Downloads 98 (587,311)

Citation 2

Abstract:

170.

Developments in Decumulation: The Role of Annuity Products in Financing Retirement

NBER Working Paper No. w8567

Number of pages: 47 Posted: 25 Oct 2001 Last Revised: 30 Nov 2022

Olivia S. Mitchell

Downloads 98 (583,440)

Citation 3

Abstract:

171.

How Financial Literacy and Impatience Shape Retirement Wealth and Investment Behaviors

NBER Working Paper No. w16740

Number of pages: 28 Posted: 31 Jan 2011 Last Revised: 30 Mar 2023

Justine S. Hastings and Olivia S. Mitchell

Brown University and

Downloads 96 (591,344)

Abstract:

172.

Enhancing Risk Management for an Aging World

Wharton Pension Research Council Working Paper No. 2017-18

Number of pages: 38 Posted: 10 Aug 2020

Olivia S. Mitchell

Downloads 94 (599,344)

Citation 2

Abstract:

173.

Accounting-Based Asset Return Smoothing in Participating Life Annuities: Implications for Annuitants, Insurers, and Policymakers

CFS Working Paper No. 518

Number of pages: 23 Posted: 23 Sep 2015

Raimond Maurer, Olivia S. Mitchell, Ralph Rogalla, Ralph Rogalla and Ivonne Siegelin

Goethe University Frankfurt - Finance Department, , St. John's University - Tobin College of Business - School of Risk Management, Insurance, and Actuarial ScienceGoethe University Frankfurt - Department of Finance and Goethe University Frankfurt

Downloads 94 (599,344)

Abstract:

174.

The Role of Company Stock in Defined Contribution Plans

NBER Working Paper No. w9250

Number of pages: 54 Posted: 04 Oct 2002 Last Revised: 12 Oct 2022

Olivia S. Mitchell and Stephen P. Utkus

and University of Pennsylvania

Downloads 94 (599,344)

Citation 1

Abstract:

175.

Olivia S. Mitchell, PhD: Calibrating Retirement Planning with Current Conditions

Retirement Management Journal, Vol. 9, No. 1, 2020, pp. 15-22

Number of pages: 10 Posted: 20 Jan 2021

Olivia S. Mitchell

Downloads 92 (607,389)

Abstract:

176.

Selection into Financial Education and Effects on Portfolio Choice

Wharton Pension Research Council Working Paper No. 2023-12

Number of pages: 53 Posted: 25 Sep 2023

Irina Gemmo, Pierre-Carl Michaud and Olivia S. Mitchell

HEC Montreal, HEC Montreal and

Downloads 90 (615,790)

Citation 2

Abstract:

177.

Income Trajectories in Later Life: Longitudinal Evidence from the Health and Retirement Study

Downloads 90 (620,052)

2

Income Trajectories in Later Life: Longitudinal Evidence from the Health and Retirement Study

Wharton Pension Research Council Working Paper No. 2021-08

Number of pages: 64 Posted: 23 Apr 2021 Last Revised: 01 Sep 2021

Olivia S. Mitchell, Robert L. Clark and Annamaria Lusardi

, North Carolina State University - Poole College of Management and Stanford University - Stanford Institute for Economic Policy Research

Downloads 68 (735,749)

Abstract:

What Explains Low Old-Age Income? Evidence from the Health and Retirement Study

NBER Working Paper No. w28721

Number of pages: 63 Posted: 26 Apr 2021 Last Revised: 24 Jun 2023

Olivia S. Mitchell, Robert L. Clark and Annamaria Lusardi

, North Carolina State University - Poole College of Management and Stanford University - Stanford Institute for Economic Policy Research

Downloads 22 (1,176,793)

Abstract:

178.

The Role of Pensions in the Labor Market

NBER Working Paper No. w4295

Number of pages: 51 Posted: 27 Apr 2000 Last Revised: 28 Sep 2022

Alan L. Gustman, Olivia S. Mitchell and Thomas L. Steinmeier

Dartmouth College - Department of Economics, and Texas Tech University - Department of Economics and Geography

Downloads 90 (615,790)

Citation 4

Abstract:

179.

Exchanging Delayed Social Security Benefits for Lump Sums: Could this Incentivize Longer Work Careers?

Downloads 89 (620,052)

Citation 1

2

Exchanging Delayed Social Security Benefits for Lump Sums: Could this Incentivize Longer Work Careers?

Michigan Retirement Research Center Research Paper No. 2012-266

Number of pages: 34 Posted: 28 Mar 2013

Jingjing Chai, Raimond Maurer, Olivia S. Mitchell, Ralph Rogalla and Ralph Rogalla

Goethe University Frankfurt - Department of Finance, Goethe University Frankfurt - Finance Department, and St. John's University - Tobin College of Business - School of Risk Management, Insurance, and Actuarial ScienceGoethe University Frankfurt - Department of Finance

Downloads 54 (831,287)

Citation 1

Abstract:

Exchanging Delayed Social Security Benefits for Lump Sums: Could this Incentivize Longer Work Careers?

NBER Working Paper No. w19032

Number of pages: 31 Posted: 11 May 2013 Last Revised: 03 Jul 2023

Jingjing Chai, Raimond Maurer, Olivia S. Mitchell, Ralph Rogalla and Ralph Rogalla

Goethe University Frankfurt - Department of Finance, Goethe University Frankfurt - Finance Department, and St. John's University - Tobin College of Business - School of Risk Management, Insurance, and Actuarial ScienceGoethe University Frankfurt - Department of Finance

Downloads 35 (1,005,671)

Abstract:

180.

Saving Shortfalls and Delayed Retirement

Michigan Retirement Research Center Research Paper No. WP 2005-094

Number of pages: 31 Posted: 17 Feb 2008

Andrew Au, Olivia S. Mitchell and John W. R. Phillips

University of Pennsylvania - The Wharton School, and National Institutes on Aging

Downloads 89 (620,052)

Citation 2

Abstract:

181.

Older People's Willingness to Delay Social Security Claiming

SAFE Working Paper No. 170

Number of pages: 31 Posted: 05 Apr 2017

Raimond Maurer and Olivia S. Mitchell

Goethe University Frankfurt - Finance Department and

Downloads 88 (624,390)

Abstract:

182.

Turning Workers into Savers? Incentives, Liquidity, and Choice in 401(K) Plan Design

NBER Working Paper No. w11726

Number of pages: 34 Posted: 24 Jan 2006 Last Revised: 16 Jan 2022

Olivia S. Mitchell, Stephen P. Utkus and Tongxuan Yang

, University of Pennsylvania and University of Pennsylvania - Insurance & Risk Management Department

Downloads 88 (624,390)

Citation 4

Abstract:

183.

Factors Influencing the Choice of Pension Distribution at Retirement

Downloads 87 (628,827)

Citation 1

2

Factors Influencing the Choice of Pension Distribution at Retirement

Wharton Pension Research Council Working Paper No. 2022-12

Number of pages: 39 Posted: 06 Jun 2022

Robert L. Clark and Olivia S. Mitchell

North Carolina State University - Poole College of Management and

Downloads 67 (741,748)

Abstract:

Factors Influencing the Choice of Pension Distribution at Retirement

NBER Working Paper No. w30115

Number of pages: 39 Posted: 06 Jun 2022 Last Revised: 15 Apr 2023

Robert L. Clark and Olivia S. Mitchell

North Carolina State University - Poole College of Management and

Downloads 20 (1,191,148)

Citation 1

Abstract:

184.

Crime and Early Retirement Among Older Americans

Boettner Working Paper No. 2004-1

Number of pages: 27 Posted: 17 Jun 2004

Olivia S. Mitchell and Dan Silverman

and University of Michigan at Ann Arbor - Economics Department

Downloads 87 (628,827)

Abstract:

185.

Guaranteeing Defined Contribution Pensions: The Option to Buy-Back a Defined Benefit Promise

NBER Working Paper No. w8731

Number of pages: 26 Posted: 07 Feb 2002 Last Revised: 11 Nov 2022

Marie-Eve Lachance and Olivia S. Mitchell

affiliation not provided to SSRN and

Downloads 87 (628,827)

Citation 3

Abstract:

186.

Aged-Care Support in Japan: Perspectives and Challenges

NBER Working Paper No. w10882

Number of pages: 47 Posted: 14 Nov 2004 Last Revised: 26 Sep 2022

Olivia S. Mitchell, John Piggott and Satoshi Shimizutani

, University of New South Wales (UNSW) - Australian School of Business, School of Economics and Hitotsubashi University - Institute of Economic Research

Downloads 86 (633,256)

Citation 1

Abstract:

187.

Death Spiral or Euthanasia? The Demise of Generous Group Health Insurance Coverage

NBER Working Paper No. w10464

Number of pages: 26 Posted: 18 May 2004 Last Revised: 06 Aug 2022

Mark V. Pauly, Olivia S. Mitchell and Yuhui Zeng

University of Pennsylvania - Health Care Systems Department, and University of Pennsylvania - Health Care Systems Department

Downloads 86 (633,256)

Abstract:

188.

Pension and Social Security Wealth in the Health and Retirement Study

Downloads 86 (633,256)

2

Pension and Social Security Wealth in the Health and Retirement Study

NBER Working Paper No. w5912

Number of pages: 129 Posted: 16 Oct 1999 Last Revised: 20 Apr 2022

Alan L. Gustman, Olivia S. Mitchell, Andrew A. Samwick and Thomas L. Steinmeier

Dartmouth College - Department of Economics, , Dartmouth College - Department of Economics and Texas Tech University - Department of Economics and Geography

Downloads 86 (640,971)

Abstract:

Pension and Social Security Wealth in the Health and Retirement Study

Wealth, Work, and Health, 1999

Posted: 16 Oct 1999

Alan L. Gustman, Olivia S. Mitchell, Andrew A. Samwick and Thomas L. Steinmeier

Dartmouth College - Department of Economics, , Dartmouth College - Department of Economics and Texas Tech University - Department of Economics and Geography

Abstract:

189.

Movements In and Out of Poverty at Older Ages: Evidence from the HRS

Wharton Pension Research Council Working Paper No. 2022-11

Number of pages: 42 Posted: 13 Apr 2022

Robert L. Clark, Annamaria Lusardi and Olivia S. Mitchell

North Carolina State University - Poole College of Management, Stanford University - Stanford Institute for Economic Policy Research and

Downloads 81 (656,098)

Abstract:

190.

The Economics of Retirement Behavior

NBER Working Paper No. w1128

Number of pages: 31 Posted: 07 Jul 2004 Last Revised: 03 Aug 2022

Olivia S. Mitchell and Gary Fields

and Cornell University - School of Industrial and Labor Relations

Downloads 80 (660,854)

Citation 5

Abstract:

191.

Pension Funding in the Public Sector

NBER Working Paper No. w3898

Number of pages: 38 Posted: 07 Nov 2007 Last Revised: 28 Aug 2022

Olivia S. Mitchell and Robert S. Smith

and Cornell University - School of Industrial and Labor Relations

Downloads 79 (665,737)

Citation 2

Abstract:

192.

Evaluating Web-Based Savings Interventions: A Preliminary Assessment

Michigan Retirement Research Center Research Paper No. 2013-299

Number of pages: 27 Posted: 11 Jan 2014

Wei-Yin Hu, Olivia S. Mitchell, Cynthia A. Pagliaro and Stephen P. Utkus

Financial Engines, Inc., , Vanguard Group, Inc. and University of Pennsylvania

Downloads 77 (675,486)

Abstract:

193.

Asset Allocation and Location Over the Life Cycle with Survival-Contingent Payouts

NBER Working Paper No. w14055

Number of pages: 31 Posted: 09 Jun 2008 Last Revised: 29 May 2022

Wolfram J. Horneff, Raimond Maurer, Olivia S. Mitchell and Michael Z. Stamos

Deka Investment, Goethe University Frankfurt - Finance Department, and Allianz Global Investors

Downloads 73 (695,997)

Citation 5

Abstract:

194.

Worklife Determinants of Retirement Income Differentials between Men and Women

NBER Working Paper No. w7243

Number of pages: 41 Posted: 29 Apr 2000 Last Revised: 17 Oct 2022

Phillip B. Levine, Olivia S. Mitchell and John W. Phillips

Wellesley College, and University of Pennsylvania

Downloads 72 (701,369)

Abstract:

195.

Retirement Systems in Developed and Developing Countries: Institutional Features, Economic Effects, and Lessons for Economies in Transition

NBER Working Paper No. w4424

Number of pages: 59 Posted: 28 Jun 2004 Last Revised: 05 Aug 2022

Olivia S. Mitchell

Downloads 69 (717,893)

Abstract:

196.

State and Local Pension Plans

NBER Working Paper No. w5271

Number of pages: 28 Posted: 01 Jul 2000 Last Revised: 29 May 2022

Olivia S. Mitchell and Roderick Carr

and University of Pennsylvania - The Wharton School

Downloads 68 (723,672)

Abstract:

197.

Older People's Willingness to Delay Social Security Claiming

Michigan Retirement Research Center Research Paper No. 2016-346, Wharton Pension Research Council Working Paper No. 2016-10

Number of pages: 28 Posted: 08 Dec 2016 Last Revised: 25 Feb 2020

Raimond Maurer and Olivia S. Mitchell

Goethe University Frankfurt and

Downloads 66 (735,295)

Abstract:

198.

Social Security Research at the University of Michigan Retirement and Disability Research Center

Social Security Bulletin (80)1: 19-29, 2020, Wharton Pension Research Council Working Paper No. 2020-05

Number of pages: 11 Posted: 08 Mar 2020 Last Revised: 29 Oct 2021

John Laitner, Eric French, Alan L. Gustman, Michael Hurd, Olivia S. Mitchell, Kathleen Mullen and Susan Barnes

University of Michigan at Ann Arbor - Department of Economics, affiliation not provided to SSRN, Dartmouth College - Department of Economics, RAND Corporation - Santa Monica CA Offices, , RAND Corporation and University of Michigan, Institute for Social Research/Life-Cycle Economics

Downloads 65 (741,038)

Abstract:

199.

The Demand for Guarantees in Social Security Personal Retirement Accounts

Michigan Retirement Research Center Research Paper No. WP 2003-060

Number of pages: 28 Posted: 11 Feb 2008

Olivia S. Mitchell and Alexander Muermann

and WU (Vienna University of Economics and Business)

Downloads 63 (753,261)

Abstract:

200.

After Chile, What? Second-Round Pension Reforms in Latin America

NBER Working Paper No. w6316

Number of pages: 43 Posted: 21 May 1998 Last Revised: 06 Oct 2022

Olivia S. Mitchell and Flavio Ataliba Barreto

and Federal University of Ceara

Downloads 60 (772,346)

Citation 3

Abstract:

201.

Health Problems as Determinants of Retirement: Are Self-Rated Measures Endogenous?

NBER Working Paper No. w6503

Number of pages: 32 Posted: 03 Sep 2000 Last Revised: 10 Apr 2022

Debra Sabatini Dwyer and Olivia S. Mitchell

Stony Brook Technology and Society Department and

Downloads 59 (778,971)

Citation 5

Abstract:

202.

Annuity Values in Defined Contribution Retirement Systems: The Case of Singapore and Australia

NBER Working Paper No. w8091

Number of pages: 31 Posted: 19 Jan 2001 Last Revised: 12 Aug 2022

Suzanne Doyle, Olivia S. Mitchell and John Piggott

AMP Financial Services, and University of New South Wales (UNSW) - Australian School of Business, School of Economics

Downloads 58 (785,719)

Abstract:

203.

Optimal Social Security Claiming Behavior Under Lump Sum Incentives: Theory and Evidence

Number of pages: 32 Posted: 16 Jan 2017

Raimond Maurer, Olivia S. Mitchell, Ralph Rogalla, Ralph Rogalla and Tatjana Schimetschek

Goethe University Frankfurt, , St. John's University - Tobin College of Business - School of Risk Management, Insurance, and Actuarial ScienceGoethe University Frankfurt - Department of Finance and Goethe University Frankfurt - Department of Finance

Downloads 57 (792,432)

Abstract:

204.

The Labor Market Impact of Federal Regulation: Osha, Erisa, Eeo, and Minimum Wage

NBER Working Paper No. w0844

Number of pages: 53 Posted: 07 Jan 2008 Last Revised: 24 Apr 2022

Olivia S. Mitchell

Downloads 56 (799,469)

Abstract:

205.

The Effects of Mandating Benefits Packages

NBER Working Paper No. w3260

Number of pages: 36 Posted: 18 Apr 2007 Last Revised: 30 Nov 2022

Olivia S. Mitchell

Downloads 55 (806,586)

Abstract:

206.

The Effects of Social Security Reforms on Retirement Ages and Retirementincomes

NBER Working Paper No. w1348

Number of pages: 28 Posted: 08 Jul 2004 Last Revised: 09 Sep 2022

Gary Fields and Olivia S. Mitchell

Cornell University - School of Industrial and Labor Relations and

Downloads 53 (821,299)

Abstract:

207.

The Effects of Pensions and Earnings on Retirement: A Review Essay

NBER Working Paper No. w0772

Number of pages: 62 Posted: 07 Jan 2008 Last Revised: 13 Aug 2022

Olivia S. Mitchell and Gary Fields

and Cornell University - School of Industrial and Labor Relations

Downloads 52 (828,806)

Abstract:

208.

Technical Review Panel for the PIMS Model: Final Report

Pension Research Council Working Paper, PRC WP2013-07

Number of pages: 19 Posted: 08 Oct 2013

Olivia S. Mitchell

Downloads 51 (836,541)

Citation 1

Abstract:

209.

Economic Determinants of the Optimal Retirement Age: An Empirical Investigation

NBER Working Paper No. w0876

Number of pages: 31 Posted: 08 Mar 2007 Last Revised: 25 Nov 2022

Gary S. Fields and Olivia S. Mitchell

affiliation not provided to SSRN and

Downloads 51 (836,541)

Citation 1

Abstract:

210.

Construction of the Earnings and Benefits File (Ebf) for Use with the Health and Retirement Survey

NBER Working Paper No. w5707

Number of pages: 58 Posted: 01 Aug 2000 Last Revised: 07 Aug 2022

Olivia S. Mitchell, Jan Olson and Thomas L. Steinmeier

, Government of the United Kingdom - Social Security and Texas Tech University - Department of Economics and Geography

Downloads 50 (844,225)

Abstract:

211.

Economic Incentives to Retire: A Qualitative Choice Approach

NBER Working Paper No. w1096

Number of pages: 21 Posted: 12 Apr 2004 Last Revised: 01 Jan 2023

Olivia S. Mitchell and Gary Fields

and Cornell University - School of Industrial and Labor Relations

Downloads 49 (852,160)

Abstract:

212.

Evaluating Mental Health Capitation Treatment: Lessons from Panel Data

NBER Working Paper No. w5297

Number of pages: 36 Posted: 26 Aug 2000 Last Revised: 24 Dec 2022

Debra Sabatini Dwyer, Olivia S. Mitchell, Robert Cole and Sylvia K. Reed

Stony Brook Technology and Society Department, , University of Rochester and University of Rochester

Downloads 48 (860,270)

Abstract:

213.

Financial Fraud Among Older Americans: Evidence and Implications

NBER Working Paper No. w24803

Number of pages: 21 Posted: 16 Jul 2018 Last Revised: 10 Apr 2022

Marguerite DeLiema, Martha Deevy, Annamaria Lusardi and Olivia S. Mitchell

Stanford University - Stanford Center on Longevity, Stanford University - Stanford Center on Longevity, Stanford University - Stanford Institute for Economic Policy Research and

Downloads 47 (868,487)

Citation 3

Abstract:

214.

Explaining Pension Dynamics

NBER Working Paper No. w3084

Number of pages: 34 Posted: 14 Apr 2007 Last Revised: 07 Dec 2022

Rebecca A. Luzadis and Olivia S. Mitchell

affiliation not provided to SSRN and

Downloads 47 (868,487)

Citation 2

Abstract:

215.

Married Women's Retirement Behavior

NBER Working Paper No. w2104

Number of pages: 32 Posted: 09 Jun 2004 Last Revised: 18 Apr 2022

Silvana Pozzebon and Olivia S. Mitchell

HEC Montreal - Department of Human Resources Management and

Downloads 45 (885,379)

Abstract:

216.

Trends in Pension Benefit Formulas and Retirement Provisions

NBER Working Paper No. w3744

Number of pages: 57 Posted: 14 Aug 2007 Last Revised: 27 Mar 2022

Olivia S. Mitchell

Downloads 44 (894,167)

Abstract:

217.

Expected Changes in the Workforce and Implications for Labor Markets

NBER Working Paper No. w3743

Number of pages: 41 Posted: 23 Apr 2004 Last Revised: 25 Sep 2022

Phillip B. Levine and Olivia S. Mitchell

Wellesley College and

Downloads 44 (894,167)

Abstract:

218.

Lifecycle Portfolio Choice with Systematic Longevity Risk and Variable Investment-Linked Deferred Annuities

NBER Working Paper No. w17505

Number of pages: 35 Posted: 14 Oct 2011 Last Revised: 01 May 2023

Vasily Kartashov, Raimond Maurer, Olivia S. Mitchell, Ralph Rogalla and Ralph Rogalla

Goethe University Frankfurt, Goethe University Frankfurt - Finance Department, and St. John's University - Tobin College of Business - School of Risk Management, Insurance, and Actuarial ScienceGoethe University Frankfurt - Department of Finance

Downloads 43 (903,048)

Abstract:

219.

The Efficiency of Sponsor and Participant Portfolio Choices in 401(K) Plans

NBER Working Paper No. w15317

Number of pages: 38 Posted: 08 Sep 2009 Last Revised: 10 May 2023

Ning Tang, Olivia S. Mitchell, Gary R. Mottola and Stephen P. Utkus

University of Pennsylvania - Insurance & Risk Management Department, , Research Director FINRA Foundation and University of Pennsylvania

Downloads 42 (911,993)

Citation 19

Abstract:

220.

Rewards to Continued Work: the Economic Incentives for Postponing Retirement

NBER Working Paper No. w1204

Number of pages: 28 Posted: 28 Jun 2004 Last Revised: 17 Oct 2022

Olivia S. Mitchell and Gary Fields

and Cornell University - School of Industrial and Labor Relations

Downloads 42 (911,993)

Abstract:

221.

Firm-Level Policy Toward Older Workers

NBER Working Paper No. w1579

Number of pages: 36 Posted: 23 Apr 2004 Last Revised: 27 Oct 2022

Olivia S. Mitchell and Rebecca A. Luzadis

and Miami University of Ohio - Richard T. Farmer School of Business Administration

Downloads 42 (911,993)

Abstract:

222.

Lessons for Public Pensions from Utah's Move to Pension Choice

NBER Working Paper No. w21385

Number of pages: 49 Posted: 20 Jul 2015 Last Revised: 08 Jun 2023

Robert L. Clark, Emma Hanson and Olivia S. Mitchell

North Carolina State University - Poole College of Management, Government of North Carolina - Retirement Systems Division and

Downloads 41 (921,248)

Abstract:

223.

A Competing Risks Analysis of Older Americans’ Poverty Entry and Exit Patterns in the Health and Retirement Study

Number of pages: 17 Posted: 25 Sep 2024

Robert L. Clark, Annamaria Lusardi and Olivia S. Mitchell

North Carolina State University - Poole College of Management, Stanford University - Stanford Institute for Economic Policy Research and

Downloads 39 (940,197)

Abstract:

224.

Retirement Research Using the Health and Retirement Survey

Downloads 37 (959,911)

2

Retirement Research Using the Health and Retirement Survey

NBER Working Paper No. w4813

Number of pages: 37 Posted: 30 Aug 2010 Last Revised: 28 Aug 2022

Alan L. Gustman, Olivia S. Mitchell and Thomas L. Steinmeier

Dartmouth College - Department of Economics, and Texas Tech University - Department of Economics and Geography

Downloads 37 (984,474)

Abstract:

Retirement Research Using the Health and Retirement Survey

JOURNAL OF HUMAN RESOURCES, Vol. 30, July 1994

Posted: 20 May 1998

Alan L. Gustman, Olivia S. Mitchell and Thomas L. Steinmeier

Dartmouth College - Department of Economics, and Texas Tech University - Department of Economics and Geography

Abstract:

225.

Will They Take the Money and Work? An Empirical Analysis of People's Willingness to Delay Claiming Social Security Benefits for a Lump Sum

NBER Working Paper No. w20614

Number of pages: 38 Posted: 27 Oct 2014 Last Revised: 30 Apr 2023

Raimond Maurer, Olivia S. Mitchell, Ralph Rogalla, Ralph Rogalla and Tatjana Schimetschek

Goethe University Frankfurt - Finance Department, , St. John's University - Tobin College of Business - School of Risk Management, Insurance, and Actuarial ScienceGoethe University Frankfurt - Department of Finance and Goethe University Frankfurt - Department of Finance

Downloads 35 (980,063)

Citation 10

Abstract:

226.

The Baby Boom's Legacy: Relative Wages in the 21st Century

NBER Working Paper No. w2501

Number of pages: 23 Posted: 05 Jul 2004 Last Revised: 03 Nov 2022

Phillip B. Levine and Olivia S. Mitchell

Wellesley College and

Downloads 35 (980,063)

Citation 1

Abstract:

227.

How Does Retiree Health Insurance Influence Public Sector Employee Saving?

NBER Working Paper No. w19511

Number of pages: 40 Posted: 11 Oct 2013 Last Revised: 24 Apr 2023

Robert L. Clark and Olivia S. Mitchell

North Carolina State University - Poole College of Management and

Downloads 34 (990,364)

Citation 3

Abstract:

228.

Pensions and the U.S. Labor Market

NBER Working Paper No. w3331

Number of pages: 47 Posted: 10 Jul 2007 Last Revised: 10 Aug 2022

Alan L. Gustman and Olivia S. Mitchell

Dartmouth College - Department of Economics and

Downloads 34 (990,364)

Abstract:

229.

How Will Persistent Low Expected Returns Shape Household Economic Behavior?

NBER Working Paper No. w25133

Number of pages: 22 Posted: 08 Oct 2018 Last Revised: 05 Mar 2023

Vanya Horneff, Raimond Maurer and Olivia S. Mitchell

Goethe University Frankfurt - Finance Department, Goethe University Frankfurt - Finance Department and

Downloads 29 (1,044,813)

Citation 4

Abstract:

230.

Financial Regret at Older Ages and Longevity Awareness

Downloads 27 (1,068,201)

Citation 2

2

Financial Regret at Older Ages and Longevity Awareness

NBER Working Paper No. w30696

Number of pages: 27 Posted: 29 Nov 2022 Last Revised: 17 Jul 2023

Abigail Hurwitz and Olivia S. Mitchell

Hebrew University, Jerusalem Israel and

Downloads 27 (1,099,417)

Citation 2

Abstract:

Financial Regret at Older Ages and Longevity Awareness

Wharton Pension Research Council Working Paper No. 2022-25

Posted: 22 Nov 2022 Last Revised: 18 Oct 2023

Abigail Hurwitz and Olivia S. Mitchell

Hebrew University, Jerusalem Israel and

Abstract:

231.

How Longevity and Health Information Shapes Financial Advice

TIAA Institute Research Paper Series No. 6

Number of pages: 18 Posted: 01 Apr 2025

TIAA Institute Research Paper Series Submitter, Abigail Hurwitz and Olivia S. Mitchell

TIAA Institute, Hebrew University, Jerusalem Israel and

Downloads 26 (1,079,936)

Abstract:

232.

Older Peoples’ Willingness to Delay Social Security Claiming

NBER Working Paper No. w22942

Number of pages: 27 Posted: 19 Dec 2016 Last Revised: 10 Mar 2023

Raimond Maurer and Olivia S. Mitchell

Goethe University Frankfurt - Finance Department and

Downloads 22 (1,129,020)

Abstract:

233.

Selection into Financial Education and Effects on Portfolio Choice

NBER Working Paper No. w31682

Number of pages: 48 Posted: 18 Sep 2023

Irina Gemmo, Pierre-Carl Michaud and Olivia S. Mitchell

HEC Montreal, HEC Montreal and

Downloads 4 (1,312,791)

Add to Cart

Abstract:

234.

Americans' Financial Resilience During the Pandemic

Financial Planning Review, Volume 5, Issue 2-3, June-September 2022

Posted: 10 Jun 2022

Robert L. Clark and Olivia S. Mitchell

North Carolina State University - Poole College of Management and

Abstract:

235.

Financial Well-being among Black and Hispanic Women

Wharton Pension Research Council Working Paper No. 2021-03

Posted: 25 Feb 2021

Robert L. Clark, Annamaria Lusardi, Olivia S. Mitchell and Hallie Davis

North Carolina State University - Poole College of Management, Stanford University - Stanford Institute for Economic Policy Research, and George Washington University - School of Business

Abstract:

236.

Financial Literacy and Economic Outcomes: Evidence and Policy Implications

https://doi.org/10.3905/jor.2015.3.1.107

Posted: 21 May 2019

Olivia S. Mitchell and Annamaria Lusardi

and Stanford University - Stanford Institute for Economic Policy Research

Abstract:

237.

Recreating Retirement Sustainability

Published in Maurer, R., O. Mitchell, and P. Hammond (Eds.) (2014). Recreating Sustainable Retirement: Resilience, Solvency, and Tail Risk. Oxford, UK: Oxford University Press., Pension Research Council Working Paper, PRC WP2013-18

Posted: 09 Oct 2013 Last Revised: 03 Apr 2020

Olivia S. Mitchell and Raimond Maurer

and Goethe University Frankfurt

Abstract:

238.

Variable Payout Annuities and Dynamic Portfolio Choice in Retirement

Journal of Pension Economics and Finance, 2009

Posted: 31 Mar 2009

Wolfram J. Horneff, Raimond Maurer, Olivia S. Mitchell and Michael Z. Stamos

Deka Investment, Goethe University Frankfurt - Finance Department, and Allianz Global Investors

Olivia S. Mitchell

University of Pennsylvania - The Wharton School, Pension Research Council

Executive Director

University of Pennsylvania - The Wharton School

Professor of Business Economics and Public Policy, Professor of Insurance and Risk Management

National Bureau of Economic Research (NBER)

238

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Scholarly Papers (238)

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