Selected Research

Social Security and retirement savings

"Are Retirement Planning Tools Substitutes or Complements to Financial Capability?” (with Matthew Levy, Colleen Manchester, Aaron Sojourner, Joshua Tasoff and Jiusi Xiao), Journal of Economic Behavior and Organization, 214, pp. 561-573, October 2023. Previous version: NBER Working Paper w30723.

“The Prevalence and Nature of COLA Adjustments in Public Sector Retirement Plans” (with Maria Fitzpatrick), Journal of Pension Economics and Finance, April 2023. Previous version: Center Paper NB-20.

“Temporary and Permanent Effects of Withdrawal Penalties on Retirement Savings Accounts” (with Damon Jones and Shanthi Ramnath), Journal of Public Economics, 215, November 2022.

“Who is a Passive Saver under Opt-In and Auto-Enrollment?” (with Matthew Levy, Colleen Manchester, Aaron Sojourner and Joshua Tasoff), Journal of Economic Behavior and Organization, 173, pp. 301-321, May 2020. Previous version: NBER Working Paper w26078.

“Predicting Retirement Savings Using Survey Measures of Exponential-Growth Bias and Present Bias” (with Matthew Levy, Colleen Manchester, Aaron Sojourner and Joshua Tasoff), Economic Inquiry, 57 (3), pp. 1636-1658, July 2019. Previous version: NBER Working Paper w21482.

“Work Incentives in the Social Security Disability Benefit Formula” (with John Shoven and Sita Nataraj Slavov), Journal of Pension Economics and Finance, 18 (2), pp. 165-189, April 2019. Previous version: NBER Working Paper w21708.

“The Financial Feasibility of Deferring Social Security: Evidence from Administrative Tax Data” (with Shanthi Ramnath, John Shoven and Sita Nataraj Slavov). Journal of Pension Economics and Finance, 17 (4), pp. 419-436, October 2018. Previous version: NBER Working Paper w21544.

“Retirement Plan Type and Employee Mobility: The Role of Selection and Incentive Effects” (with Damon Jones and Colleen Manchester). Journal of Human Resources, 52 (3), pp. 654-679, Summer 2017. Previous version: NBER Working Paper w18902.

“What Will My Account Really Be Worth? Experimental Evidence on How Retirement Income Projections Affect Saving” (with Colleen Manchester and Aaron Sojourner), Journal of Public Economics, 119, pp. 80-92, November 2014. Previous version: NBER Working Paper w17927.

“Incorporating Employee Heterogeneity into Default Options for Retirement Plan Selection” (with Colleen Manchester), Journal of Human Resources, 48 (1), pp. 200-237, Winter 2013. Previous version: NBER Working Paper w16099.

“Does Stock Market Performance Influence Retirement Intentions?” (with John Shoven and Sita Slavov), Journal of Human Resources, 47 (4), pp. 1056-1082, Fall 2012. Previous version: NBER Working Paper w16211.

“How Well Are Social Security Recipients Protected from Inflation?” (with John Shoven and Sita Slavov), National Tax Journal, 64 (2), pp. 429-450, June 2011. Previous version: NBER Working Paper w16212.

“What Explains Changes in Retirement Plans during the Great Recession?” (with John Shoven and Sita Slavov), American Economic Review, Papers and Proceedings, 101 (3), pp. 29-34, May 2011.

“Determining the Optimum Guarantee Period for a One-Life Retirement Annuity” (with Colin Ramsay), North American Actuarial Journal, 11 (3), pp. 100-112, July 2007.

Health care, long-term care and labor supply

“Family Spillovers of Long-Term Care Insurance” (with Norma Coe and Courtney Van Houtven), Journal of Health Economics, 90, July 2023. Previous version: NBER Working Paper w21483.

“The Impact of Covid-19 Illnesses on U.S. Workers” (with Evan Soltas), Journal of Public Economics, June 2023. Previous version: NBER Working Paper w30435.

“Older Workers’ Employment and Social Security Spillovers through the Second Year of the COVID-19 Pandemic” (with Emilie Jackson, Lauren Nicholas and Sarah Stith), Journal of Pension Economics and Finance, April 2023. Previous version: NBER Working Paper w30567.

“The Impact of Covid-19 on Older Workers’ Employment and Social Security Spillovers” (with Emilie Jackson, Lauren Nicholas and Sarah Stith), Journal of Population Economics, July 2022. Previous version: NBER Working Paper w29083.

“The Effects of the Affordable Care Act on Health Insurance Coverage and Labor Market Outcomes” (with Mark Duggan and Emilie Jackson), National Tax Journal, 72 (2), pp. 261-322, June 2019. Previous version: NBER Working Paper w23607.

“Heterogeneity in State-Dependent Utility: Evidence from Strategic Surveys” (with Jeffrey Brown and Kathleen McGarry), Economic Inquiry, 54 (2), pp. 847-861, April 2016. Previous version: Center Paper RRC NB13-06.

“Does Widowhood Explain Gender Differences in Out-of-Pocket Medical Spending Among the Elderly?” (with John Shoven and Sita Slavov), Journal of Health Economics, 32 (3), pp. 647-658, May 2013. Previous version: NBER Working Paper w17440.

“Long-Term Care Insurance Demand Limited by Beliefs About Needs, Concerns About Insurers, and Care Available from Family” (with Jeffrey Brown and Kathleen McGarry), Health Affairs, 31 (6), pp. 1294-1302, June 2012.

“The Impact of State Tax Subsidies for Private Long-Term Care Insurance on Coverage and Medicaid Expenditures” Journal of Public Economics, 95 (7), pp. 744-757, August 2011. Previous version: NBER Working Paper w16406.

“Income and the Utilization of Long-Term Care Services: Evidence from the Social Security Benefit Notch” (with David Grabowski and Ezra Golberstein), Journal of Health Economics, 30 (4), pp. 719-729, July 2011. Previous version: NBER Working Paper w16076.

“Fertility and the Personal Exemption: Comment” (with Kevin Mumford and Richard Crump), American Economic Review, 101 (4), pp. 1616-1628, June 2011. Previous version: NBER Working Paper w15984.

“Do Markets Respond to Quality Information? The Case of Fertility Clinics” (with M. Kate Bundorf, Natalie Chun, and Daniel Kessler), Journal of Health Economics, 28 (3), pp. 718-727, May 2009. Previous version: NBER Working Paper w13888.

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