IDEAS home Printed from https://ideas.repec.org/a/wly/injsow/v30y2021i2p140-151.html
   My bibliography  Save this article

Reexamining the poverty cycle in middle and late adulthood: Evidence from the Health and Retirement Study 2002–2014

Author

Listed:
  • Peiyi Lu
  • Mack Shelley
  • Yi‐Long Liu

Abstract

This study re‐examined the poverty cycle among American middle‐aged (45~64) and older (≥65) adults using contemporary data and has expanded the understanding of sociodemographic differences in the poverty cycle. Longitudinal data from the Health and Retirement Study (2002–2014) were used. Life tables examined age‐specific and cumulative percentages of poverty. Mixed‐effect logistic regression models examined the moderation role of sociodemographic characteristics in the relationship between age and poverty. The poverty proportion increased rapidly starting at age 75. The growth rate of poverty risk in late adulthood was found to be greater among women and those who did not receive public pensions. Gender divides in poverty risk in late adulthood could be attributed to the cumulative disadvantages of women’s social roles. The beneficial role of Social Security in late adulthood was supported. Policy advocacy efforts should address the needs of those who are financially vulnerable. Policy options such as financial education and retirement planning were recommended.

Suggested Citation

  • Peiyi Lu & Mack Shelley & Yi‐Long Liu, 2021. "Reexamining the poverty cycle in middle and late adulthood: Evidence from the Health and Retirement Study 2002–2014," International Journal of Social Welfare, John Wiley & Sons, vol. 30(2), pages 140-151, April.
  • Handle: RePEc:wly:injsow:v:30:y:2021:i:2:p:140-151
    DOI: 10.1111/ijsw.12454
    as

    Download full text from publisher

    File URL: https://doi.org/10.1111/ijsw.12454
    Download Restriction: no

    File URL: https://libkey.io/10.1111/ijsw.12454?utm_source=ideas
    LibKey link: if access is restricted and if your library uses this service, LibKey will redirect you to where you can use your library subscription to access this item
    ---><---

    References listed on IDEAS

    as
    1. Kyo-seong Kim & Yongwoo Lee & Yu-jeong Lee, 2010. "A Multilevel Analysis of Factors Related to Poverty in Welfare States," Social Indicators Research: An International and Interdisciplinary Journal for Quality-of-Life Measurement, Springer, vol. 99(3), pages 391-404, December.
    2. Mark R Rank & Thomas A Hirschl, 2015. "The Likelihood of Experiencing Relative Poverty over the Life Course," PLOS ONE, Public Library of Science, vol. 10(7), pages 1-11, July.
    3. Mckay, Andrew & Lawson, David, 2003. "Assessing the Extent and Nature of Chronic Poverty in Low Income Countries: Issues and Evidence," World Development, Elsevier, vol. 31(3), pages 425-439, March.
    4. Fosu, Augustin Kwasi, 2017. "Growth, inequality, and poverty reduction in developing countries: Recent global evidence," Research in Economics, Elsevier, vol. 71(2), pages 306-336.
    5. Green, Maia & Hulme, David, 2005. "From correlates and characteristics to causes: thinking about poverty from a chronic poverty perspective," World Development, Elsevier, vol. 33(6), pages 867-879, June.
    6. Stephanie Riegg Cellini & Signe-Mary McKernan & Caroline Ratcliffe, 2008. "The dynamics of poverty in the United States: A review of data, methods, and findings," Journal of Policy Analysis and Management, John Wiley & Sons, Ltd., vol. 27(3), pages 577-605.
    7. Marchand, J. & Smeeding, T., 2016. "Poverty and Aging," Handbook of the Economics of Population Aging, in: Piggott, John & Woodland, Alan (ed.), Handbook of the Economics of Population Aging, edition 1, volume 1, chapter 0, pages 905-950, Elsevier.
      • Marchand, Joseph & Smeeding, Timothy, 2016. "Poverty and Aging," Working Papers 2016-11, University of Alberta, Department of Economics, revised 20 Nov 2016.
    8. Dale Dannefer, 2003. "Cumulative Advantage/Disadvantage and the Life Course: Cross-Fertilizing Age and Social Science Theory," The Journals of Gerontology: Series B, The Gerontological Society of America, vol. 58(6), pages 327-337.
    9. Mark R. Rank & Thomas A. Hirschl, 2001. "Poverty across the Life Cycle: Evidence from the PSID," Journal of Policy Analysis and Management, John Wiley & Sons, Ltd., vol. 20(4), pages 737-755.
    10. Robert G. Valletta, 2006. "The Ins And Outs Of Poverty In Advanced Economies: Government Policy And Poverty Dynamics In Canada, Germany, Great Britain, And The United States," Review of Income and Wealth, International Association for Research in Income and Wealth, vol. 52(2), pages 261-284, June.
    11. Barrientos, Armando & Gorman, Mark & Heslop, Amanda, 2003. "Old Age Poverty in Developing Countries: Contributions and Dependence in Later Life," World Development, Elsevier, vol. 31(3), pages 555-570, March.
    12. Duane F. Alwin, 2012. "Integrating Varieties of Life Course Concepts," The Journals of Gerontology: Series B, The Gerontological Society of America, vol. 67(2), pages 206-220.
    13. Johan Fritzell & Olli Kangas & Jennie Bacchus Hertzman & Jenni Blomgren & Heikki Hiilamo, 2013. "Cross-Temporal and Cross-National Poverty and Mortality Rates among Developed Countries," LIS Working papers 582, LIS Cross-National Data Center in Luxembourg.
    14. Signe‐Mary McKernan & Caroline Ratcliffe, 2005. "Events that Trigger Poverty Entries and Exits," Social Science Quarterly, Southwestern Social Science Association, vol. 86(s1), pages 1146-1169, December.
    15. Daniel Sandoval & Mark Rank & Thomas Hirschl, 2009. "The increasing risk of poverty across the American life course," Demography, Springer;Population Association of America (PAA), vol. 46(4), pages 717-737, November.
    Full references (including those not matched with items on IDEAS)

    Most related items

    These are the items that most often cite the same works as this one and are cited by the same works as this one.
    1. Shayna Fae Bernstein & David Rehkopf & Shripad Tuljapurkar & Carol C Horvitz, 2018. "Poverty dynamics, poverty thresholds and mortality: An age-stage Markovian model," PLOS ONE, Public Library of Science, vol. 13(5), pages 1-21, May.
    2. Eunkyoung Kim & Soonman Kwon, 2021. "The effect of catastrophic health expenditure on exit from poverty among the poor in South Korea," International Journal of Health Planning and Management, Wiley Blackwell, vol. 36(2), pages 482-497, March.
    3. Glauben, Thomas & Herzfeld, Thomas & Rozelle, Scott & Wang, Xiaobing, 2012. "Persistent Poverty in Rural China: Where, Why, and How to Escape?," World Development, Elsevier, vol. 40(4), pages 784-795.
    4. Carroll, Brídín & Walsh, Kieran & Scharf, Thomas & O'Donovan, Diarmuid & Keogh, Sinéad, 2023. "Positive health and ageing policies for older Irish travellers and older people who have experienced homelessness in Ireland: Life-course meanings and determinants," Social Science & Medicine, Elsevier, vol. 336(C).
    5. Leanne Giordono & David W. Rothwell & Stephanie Grutzmacher & Mark Edwards, 2022. "Understanding SNAP use patterns among older adults," Applied Economic Perspectives and Policy, John Wiley & Sons, vol. 44(2), pages 609-634, June.
    6. Jo M. Hale & Christian Dudel & Angelo Lorenti, 2020. "Cumulative disparities in the dynamics of working poverty for later-career U.S. workers (2002-2012)," MPIDR Working Papers WP-2020-028, Max Planck Institute for Demographic Research, Rostock, Germany.
    7. Iryna Kyzyma & Donald R. Williams, 2017. "Public cash transfers and poverty dynamics in Europe," Empirical Economics, Springer, vol. 52(2), pages 485-524, March.
    8. Watson, Dorothy & Maître, Bertrand & Grotti, Raffaele & Whelan, Christopher T., 2018. "Poverty Dynamics of Social Risk Groups in the EU: an analysis of the EU Statistics on Income and Living Conditions, 2005 to 2014," Research Series, Economic and Social Research Institute (ESRI), number BKMNEXT345.
    9. Sheila Mammen & Elizabeth Dolan & Sharon Seiling, 2015. "Explaining the Poverty Dynamics of Rural Families Using an Economic Well-Being Continuum," Journal of Family and Economic Issues, Springer, vol. 36(3), pages 434-450, September.
    10. Ang, Shannon, 2019. "Intersectional cohort change: Disparities in mobility limitations among older Singaporeans," Social Science & Medicine, Elsevier, vol. 228(C), pages 223-231.
    11. Pannhorst, Matthias & Dost, Florian, 2019. "Marketing innovations to old-age consumers: A dynamic Bass model for different life stages," Technological Forecasting and Social Change, Elsevier, vol. 140(C), pages 315-327.
    12. Birhanu, Mulugeta Y. & Ambaw, Birhanu & Mulu, Yohannis, 2017. "Dynamics of multidimensional child poverty and its triggers: Evidence from Ethiopia using Multilevel Mixed Effect Model," MPRA Paper 79377, University Library of Munich, Germany.
    13. Purwono, Rudi & Wardana, Wahyu Wisnu & Haryanto, Tri & Khoerul Mubin, M., 2021. "Poverty dynamics in Indonesia: empirical evidence from three main approaches," World Development Perspectives, Elsevier, vol. 23(C).
    14. Catherine Pollak & Bernard Gazier, 2008. "L'apport des analyses longitudinales dans la connaissance des phénomènes de pauvreté et d'exclusion sociale : un survey de la littérature étrangère," Post-Print hal-00393322, HAL.
    15. Yadira Méndez-Lemus & Antonio Vieyra, 2014. "Tracing Processes in Poverty Dynamics: A Tale of Peri-urban Small-scale Farmers in Mexico City," Urban Studies, Urban Studies Journal Limited, vol. 51(10), pages 2009-2035, August.
    16. Hale, Jo Mhairi & Dudel, Christian & Lorenti, Angelo, 2020. "Cumulative disparities in the dynamics of working poverty for later-career U.S. workers (2002-2012)," SocArXiv xka5j, Center for Open Science.
    17. Robert Schoen, 2020. "Dynamic Multistate Models With Constant Cross-Product Ratios: Applications to Poverty Status," Demography, Springer;Population Association of America (PAA), vol. 57(2), pages 779-797, April.
    18. Mueller, Tom, 2020. "The poverty balancing equation: Expressing poverty of place as a population process," SocArXiv ws3gd, Center for Open Science.
    19. Inhoe Ku & Wonjin Lee & Seoyun Lee, 2021. "Declining Family Support, Changing Income Sources, and Older People Poverty: Lessons from South Korea," Population and Development Review, The Population Council, Inc., vol. 47(4), pages 965-996, December.
    20. Tammy Leonard & Wenhua Di, 2014. "Is Household Wealth Sustainable? An Examination of Asset Poverty Reentry After an Exit," Journal of Family and Economic Issues, Springer, vol. 35(2), pages 131-144, June.

    More about this item

    Statistics

    Access and download statistics

    Corrections

    All material on this site has been provided by the respective publishers and authors. You can help correct errors and omissions. When requesting a correction, please mention this item's handle: RePEc:wly:injsow:v:30:y:2021:i:2:p:140-151. See general information about how to correct material in RePEc.

    If you have authored this item and are not yet registered with RePEc, we encourage you to do it here. This allows to link your profile to this item. It also allows you to accept potential citations to this item that we are uncertain about.

    If CitEc recognized a bibliographic reference but did not link an item in RePEc to it, you can help with this form .

    If you know of missing items citing this one, you can help us creating those links by adding the relevant references in the same way as above, for each refering item. If you are a registered author of this item, you may also want to check the "citations" tab in your RePEc Author Service profile, as there may be some citations waiting for confirmation.

    For technical questions regarding this item, or to correct its authors, title, abstract, bibliographic or download information, contact: Wiley Content Delivery (email available below). General contact details of provider: https://doi.org/10.1111/(ISSN)1468-2397 .

    Please note that corrections may take a couple of weeks to filter through the various RePEc services.

    IDEAS is a RePEc service. RePEc uses bibliographic data supplied by the respective publishers.