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Author:Jones, John Bailey 

Briefing
Why Is Geographic Mobility Declining?

Key TakeawaysIn the U.S., people of all ages are moving less than they did 30 years ago. In this article, we describe some of the leading economic explanations for this decline in geographic mobility.One set of explanations focuses on long-term trends such as population aging and expanding earnings opportunities for women.Another set of explanations focuses on changes in the geographic distribution of earnings, urban amenities and housing prices.
Richmond Fed Economic Brief , Volume 25 , Issue 19

Working Paper
Life expectancy and old age savings

Rich people, women, and healthy people live longer. We document that this heterogeneity in life expectancy is large. We use an estimated structural model to assess the impact of life expectancy variation on the elderly?s savings. We find that the differences in life expectancy related to observable factors such as health, gender, and income have large effects on savings, and that these factors contribute by similar amounts. We also show that the risk of outliving one?s expected lifespan has a large effect on the elderly?s saving behavior.
Working Paper Series , Paper WP-08-18

Working Paper
The Effects of Collecting Income Taxes on Social Security Benefits

Since 1983, Social Security benefits have been subject to income taxation, a provision that can significantly increase the marginal income tax rate for older individuals. To assess the impact of this tax, we construct and calibrate a detailed life-cycle model of labor supply, saving, and Social Security claiming. We find that in a long-run stationary environment, replacing the taxation of Social Security benefits with a revenue-equivalent increase in the payroll tax would significantly increase labor supply, consumption and welfare. From an ex-ante perspective an even more desirable reform ...
Working Paper , Paper 17-2

Newsletter
How do the risks of living long and facing high medical expenses affect the elderly’s saving behavior?

This article shows that the elderly, especially those with high lifetime incomes, maintain large asset holdings to account for the possibility of their living a long time and facing high medical expenses.
Chicago Fed Letter , Issue Jan

Briefing
Why Do Couples and Singles Save During Retirement?

While the savings of retired singles tend to fall with age, those of retired couples tend to rise. We estimate a rich model of retired singles and couples with bequest motives and uncertain longevity and medical expenses. Our estimates imply that while medical expenses are an important driver of the savings of middle-income singles, bequest motives matter for couples and high-income singles and generate transfers to nonspousal heirs whenever a household member dies. The interaction of medical expenses and bequest motives is a crucial determinant of savings for all retirees. Hence, to ...
Richmond Fed Economic Brief , Volume 21 , Issue 09 , Pages 65

Journal Article
Medical Spending, Bequests, and Asset Dynamics around the Time of Death

Using data from the Health and Retirement Survey, we document the changes in assets that occur before a person's death. Applying an event study approach, we find that during the six years preceding their deaths, the assets of single decedents decline, relative to those of similar single survivors, by an additional $20,000 on average. Over the same time span, the assets of couples who lose a spouse fall, relative to those of similar surviving couples, by an additional $90,000 on average. Households experiencing a death also incur higher out-of-pocket medical spending and other end-of-life ...
Econ Focus , Volume 4Q , Pages 135-157

Working Paper
Health, Health Insurance, and Retirement: A Survey

The degree to which retirement decisions are driven by health is a key concern for both academics and policymakers. In this paper we survey the economic literature on the health-retirement link in developed countries. We describe the mechanisms through which health affects labor supply and discuss how they interact with public pensions and public health insurance. The historical evidence suggests that health is not the primary source of variation in retirement across countries and over time. Furthermore, declining health with age can only explain a small share of the decline in employment ...
Working Paper , Paper 17-3

Briefing
Medical Spending in Old Age

Older Americans' health care spending is relevant to many policy questions. Recent research shows that spending varies considerably with income, as do funding sources for that spending. Overall, the government pays more for lower-income individuals than higher-income individuals, but Medicaid is not just a program for the young and the poor. It provides substantial benefits to older adults with higher incomes as well.
Richmond Fed Economic Brief , Issue May

Briefing
How Big Is the Inheritance Gap Between Black and White Families?

One of the most striking differences between Black and White households is a large disparity in wealth. A potential source of this gap is differences in transfers of wealth within families through bequests or gifts. In this article, we document who receives such transfers and the distribution of transfers among those who receive them. Black individuals are much less likely to receive any inheritances or gifts. Black recipients receive smaller amounts and have a much lower probability of extremely large transfers.
Richmond Fed Economic Brief , Volume 22 , Issue 49

Working Paper
Public pensions and labor supply over the life cycle

Virtually all developed countries face projected budget shortfalls for their public pension programs. The shortfalls arise for two reasons. First, populations in developed countries are aging rapidly. Second, until recently older individuals in developed countries have been retiring earlier. These two developments have created serious strains on public pension programs. In order to remain fiscally solvent, many governments have reformed their public pension schemes to encourage labor supply at older ages. These reforms include reductions in the generosity of public pensions and reduced ...
Working Paper Series , Paper WP-2010-09

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