Here are some of the latest reports, surveys, and studies related to retirement, including research into mental health, charitable giving and pension reform.

Growing research links household financial decisions and health status within the nuclear family. However, the focus on the nuclear family could underestimate the health-wealth effect. Previous research finds that household wealth can decline when an extended family member experiences a physical health shock. We expand current economic modeling to investigate the connection between portfolio allocations and mental health among siblings. We hypothesize that mental health issues outside of the nuclear family unit are a unique contributor to household portfolio allocation decisions. We use panel data and find significant effects of having at least one sibling with a mental health issue on household financial decisions. The effects include decreased probability of risky asset ownership (stocks, mutual funds), decreased risky assets as a share of financial assets, and decreased total amount of risky asset holdings.

Read more about this research, from SSRN, in How Extended Family Mental Health Issues Influence Household Portfolio Allocations

More of the latest in retirement-related research:

Federal Reserve Bank of Chicago: Flexible Retirement and Optimal Taxation

NBER: Some Evidence on Secular Drivers of U.S. Safe Real Rates

NBER: Pension Reform and Return to Work Policies

NBER: High-Capacity Donors' Preferences for Charitable Giving

SSRN: Risk Tolerance, Time Preference and Financial Decision-Making: Differences between Self-employed People ‎and Employees

Heterogeneity in Expectations, Risk Tolerance, and Household Stock Shares: The Attenuation Puzzle

SSRN: Hyperbolic Discounting Is Not Lack of Self-Control

SSRN: The Willingness to Pay for Diversification

SSRN: Contrarians or Momentum Chasers? Individual Investors' Behavior When Trading ETFs

SSRN: Does Retiree Health Insurance Encourage Early Retirement?

SSRN: Leaving Big Money on the Table: Arbitrage Opportunities in Delaying Social Security

SSRN: Social Security Claiming Decisions: Survey Evidence

SSRN: Measuring the Adequacy of Retirement Savings

SSRN: Will They Take the Money and Work? People's Willingness to Delay Claiming Social Security Benefits for a Lump Sum

SSRN: Retire In-Home: A New Way to Use a Home to Guarantee Retirement Income

SSRN: Are Retirees More Satisfied? - Anticipation and Adaptation Effects of Retirement on Subjective Well-Being: A Panel Analysis for Germany

SSRN: The Wealth Decumulation Behavior of the Retired Elderly in Japan: The Relative Importance of Precautionary Saving and Bequest Motives

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Here are some of the latest reports, surveys, and studies related to retirement, including research into mental health, charitable giving and pension reform.

Growing research links household financial decisions and health status within the nuclear family. However, the focus on the nuclear family could underestimate the health-wealth effect. Previous research finds that household wealth can decline when an extended family member experiences a physical health shock. We expand current economic modeling to investigate the connection between portfolio allocations and mental health among siblings. We hypothesize that mental health issues outside of the nuclear family unit are a unique contributor to household portfolio allocation decisions. We use panel data and find significant effects of having at least one sibling with a mental health issue on household financial decisions. The effects include decreased probability of risky asset ownership (stocks, mutual funds), decreased risky assets as a share of financial assets, and decreased total amount of risky asset holdings.

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