HRS Bibliography | Health and Retirement Study

2010

Mitchell OS, Turner JA. Human Capital Risk and Pension Outcomes. In: Evaluating the Financial Performance of Pension Funds. Evaluating the Financial Performance of Pension Funds. Washington, DC: World Bank; 2010:119-151.

2009

Lusardi A, Mitchell OS, Vilsa Curto. Financial Literacy and Financial Sophistication Among Older Americans. Cambridge, MA: The National Bureau of Economic Research; 2009. doi:10.3386/w15469.

Mitchell OS, Phillips JWR. Hypothetical versus Actual Earnings Profiles: Implications for Social Security Reform. Journal of Financial Transformation. 2009;24:102-04.

Burkhauser RV, Gustman AL, Laitner J, Mitchell OS, Sonnega A. Social Security Research at the Michigan Retirement Research Center. Social Security Bulletin. 2009;69(4):51-64.

Burkhauser RV, Gustman AL, Laitner J, Mitchell OS, Sonnega A. Social Security Research at the Michigan Retirement Research Center. Social Security Bulletin. 2009;69(4).

2008

Lusardi A, Mitchell OS. Planning and Financial Literacy: How do women fare?. Cambridge, MA, : National Bureau of Economic Research; 2008. doi:10.3386/w13750.

Brown JR, Casey MD, Mitchell OS. Who Values the Social Security Annuity? New evidence on the annuity puzzle. Cambridge, MA: National Bureau of Economic Research ; 2008. doi:10.3386/w13800.

2007

Lusardi A, Mitchell OS. Baby Boomer Retirement Security: The Roles of Planning, Financial Literacy, and Housing Wealth. Journal of Monetary Economics. 2007;54(1):205-224. doi:https://doi.org/10.1016/j.jmoneco.2006.12.001.

Soldo BJ, Mitchell OS, Tfaily R, McCabe J. Cross-Cohort Differences in Health on the Verge of Retirement. In: Redefining Retirement: How Will Boomers Fare?. Redefining Retirement: How Will Boomers Fare? New York, NY: Oxford University Press; 2007. doi:10.3386/w12762.

Mitchell OS, Phillips JWR, Au A. Lifetime Earnings Variability and Retirement Shortfalls. In: Bateman H, ed. Retirement Provision in Scary Markets. Retirement Provision in Scary Markets. Cheltenham:UK: Edward Elgar; 2007:78-99.

Madrian BC, Mitchell OS, Soldo BJ. Redefining Retirement: How Will Boomers Fare?. New York, NY: Oxford University Press; 2007.

Lusardi A, Beeler J. Saving Between Cohorts: The Role of Planning. In: Madrian BC, Mitchell OS, Soldo BJ, eds. Redefining Retirement: How Will Boomers Fare?. Redefining Retirement: How Will Boomers Fare? New York, NY: Oxford University Press; 2007.

Mitchell OS. Will Boomers Redefine Retirement?. In: Redefining Retirement: How Will Boomers Fare?. Redefining Retirement: How Will Boomers Fare? Oxford, UK: Oxford University Press; 2007:1-12.

2006

Lusardi A, Mitchell OS. Financial Literacy and Retirement Preparedness: Evidence and Implications for Financial Education Programs. Ann Arbor, MI: Michigan Retirement Research Center, University of Michigan; 2006. doi:10.2145/20070104.

Phillips JWR, Mitchell OS. Social Security Replacement Rates for Alternative Earnings Benchmarks. Philadelphia, PA: The Wharton School, University of Pennsylvania; 2006.

Mitchell OS, Phillips JWR. Social Security Replacement Rates for Alternative Earnings Benchmarks. Benefits Quarterly. 2006;22(4):37.

2005

Clark R, Mitchell OS. Changing the Retirement Paradigm. In: Reinventing the Retirement Paradigm. Reinventing the Retirement Paradigm. Oxford, UK: Oxford University Press; 2005:3-13.

Lusardi A, Mitchell OS. Financial Literacy and Planning: Implications for Retirement Well-Being. The University of Michigan, Michigan Retirement Research Center; 2005.

Au A, Mitchell OS, Phillips JWR. Saving Shortfalls and Delayed Retirement. Ann Arbor, MI: Michigan Retirement Research Center, University of Michigan; 2005.

2004

Silverman DS, Mitchell OS. Crime and Early Retirement Among Older Americans. Philadelphia, PA: University of Pennsylvania Population Aging Resear; 2004.

Lusardi A. Financial Education and Saving. In: Mitchell OS, Utkus S, eds. Pension Design and Structure: New Lessons from Behavioral Economics. Pension Design and Structure: New Lessons from Behavioral Economics. Oxford University Press; 2004.

Turra CM, Mitchell OS. The Impact of Health Status and Out-of-Pocket Medical Expenditures on Annuity Valuation. Ann Arbor, MI: Michigan Retirement Research Center, University of Michigan; 2004.

Mitchell OS, Phillips JWR, Au A. Modeling Lifetime Earnings Paths: Hypothetical versus Actual Workers. University of Pennsylvania, Boettner Center for Pe, Pension Research Council WP 2004-3; 2004.

2003

Mitchell OS, Blitzstein D, Mazo J, Gordon M. Benefits for the Future Workplace. Philadelphia, PA: University of Pennsylvania Press; 2003.

Lachance M-E, Mitchell OS, Smetters K. Guaranteeing Defined Contribution Pensions: The Option to Buy Back a Defined Benefit Promise. Journal of Risk and Insurance. 2003;70(1).