IDEAS home Printed from https://ideas.repec.org/b/wfo/wstudy/69741.html
   My bibliography  Save this book

Umverteilung durch den Staat in Österreich 2019 und Entwicklungen von 2005 bis 2019

Author

Listed:
  • Silvia Rocha-Akis
  • Jürgen Bierbaumer
  • Benjamin Bittschi

    (WIFO)

  • Julia Bock-Schappelwein
  • Martina Einsiedl

    (WIFO)

  • Marian Fink
  • Michael Klien
  • Simon Loretz
  • Christine Mayrhuber

    (WIFO)

Abstract

Die Studie analysiert die Auswirkungen des Wohlfahrtsstaates auf Einkommensungleichheit und die relative Armut in Österreich. Ausgehend von den Markteinkommen werden die Verteilungseffekte von staatlichen Geld- und Sachleistungen in den Bereichen Gesundheit, Bildung, Familie, Wohnen, Arbeitslosigkeit und soziale Ausgrenzung sowie von Sozialbeiträgen und (in)direkten Steuern untersucht. Die jüngsten verknüpfbaren Daten für eine solche Analyse beziehen sich auf das Jahr 2019. Durch die Umverteilung sinkt der Gini-Koeffizient im Jahr 2019 von 0,466 (Markteinkommen) auf 0,213 (Sekundäreinkommen), die Armutsgefährdungsquote sinkt zwischen Markteinkommen und verfügbarem Einkommen um den Faktor 2,5. Ein ähnlicher Effekt zeigt sich für die Jahre 2005, 2010 und 2015. Den größten Umverteilungsbeitrag leisten die gesetzlichen Bruttopensionen, gefolgt von den öffentlichen Gesundheitsleistungen. Im Zeitverlauf hat der relative Umverteilungsbeitrag der direkten Abgaben deutlich zugenommen. Hinter den stabilen Verteilungsmaßen im Querschnitt der Bevölkerung in privaten Haushalten verbergen sich divergierende Einkommensentwicklungen zwischen Haushalten nach Altersgruppen. Das Armutsrisiko ist in Haushalten mit Kindern und Hauptverdienenden unter 46 Jahren überdurchschnittlich hoch und hat zwischen 2005 und 2019 zugenommen.

Suggested Citation

  • Silvia Rocha-Akis & Jürgen Bierbaumer & Benjamin Bittschi & Julia Bock-Schappelwein & Martina Einsiedl & Marian Fink & Michael Klien & Simon Loretz & Christine Mayrhuber, 2023. "Umverteilung durch den Staat in Österreich 2019 und Entwicklungen von 2005 bis 2019," WIFO Studies, WIFO, number 69741, April.
  • Handle: RePEc:wfo:wstudy:69741
    Note: With English abstract.
    as

    Download full text from publisher

    File URL: https://www.wifo.ac.at/wwa/pubid/69741
    File Function: abstract
    Download Restriction: no
    ---><---

    References listed on IDEAS

    as
    1. Willem Adema & Chris Clarke & Valérie Frey, 2015. "Paid Parental Leave: Lessons from OECD Countries and Selected U.S. States," OECD Social, Employment and Migration Working Papers 172, OECD Publishing.
    2. Pirmin Fessler & Alyssa Schneebaum, 2019. "The educational and labor market returns to preschool attendance in Austria," Applied Economics, Taylor & Francis Journals, vol. 51(32), pages 3531-3550, July.
    3. Silvia Rocha-Akis & Jürgen Bierbaumer-Polly & Julia Bock-Schappelwein & Martina Einsiedl & Michael Klien & Thomas Leoni & Simon Loretz & Hedwig Lutz & Christine Mayrhuber, 2019. "Umverteilung durch den Staat in Österreich 2015," WIFO Studies, WIFO, number 61782.
    4. Hedwig Lutz & Silvia Rocha-Akis, 2019. "Verteilungswirkungen der Leistungen bei Arbeitslosigkeit und der Bedarfsorientierten Mindestsicherung," WIFO Monatsberichte (monthly reports), WIFO, vol. 92(5), pages 365-374, May.
    5. David Cutler & Angus Deaton & Adriana Lleras-Muney, 2006. "The Determinants of Mortality," Journal of Economic Perspectives, American Economic Association, vol. 20(3), pages 97-120, Summer.
    6. Julia Bock-Schappelwein & Rainer Eppel & Stefan Fuchs & Thomas Horvath & Ulrike Huemer & Hedwig Lutz & Helmut Mahringer, 2016. "Entwicklung der Bedarfsorientierten Mindestsicherung und deren Einflussfaktoren in Wien," WIFO Studies, WIFO, number 59030.
    7. Bauer, Philipp C. & Riphahn, Regina T., 2009. "Age at school entry and intergenerational educational mobility," Economics Letters, Elsevier, vol. 103(2), pages 87-90, May.
    8. Francesco Figari & Alari Paulus, 2015. "The Distributional Effects of Taxes and Transfers Under Alternative Income Concepts," Public Finance Review, , vol. 43(3), pages 347-372, May.
    9. Bauernschuster, Stefan & Schlotter, Martin, 2015. "Public child care and mothers' labor supply—Evidence from two quasi-experiments," Journal of Public Economics, Elsevier, vol. 123(C), pages 1-16.
    10. Sanchez-Romero, Miguel & Lee, Ronald D. & Prskawetz, Alexia, 2020. "Redistributive effects of different pension systems when longevity varies by socioeconomic status," The Journal of the Economics of Ageing, Elsevier, vol. 17(C).
    11. R. A. Musgrave & Tun Thin, 1948. "Income Tax Progression, 1929-48," Journal of Political Economy, University of Chicago Press, vol. 56(6), pages 498-498.
    12. Suits, Daniel B, 1977. "Measurement of Tax Progressivity," American Economic Review, American Economic Association, vol. 67(4), pages 747-752, September.
    13. Myung Jae Sung & Ki‐Baeg Park, 2011. "Effects Of Taxes And Benefits On Income Distribution In Korea," Review of Income and Wealth, International Association for Research in Income and Wealth, vol. 57(2), pages 345-363, June.
    14. Michael Klien & Gerhard Streicher, 2021. "Ökonomische Wirkungen des gemeinnützigen Wohnbaus," WIFO Studies, WIFO, number 66962, April.
    15. Silvia Rocha-Akis & Christine Mayrhuber, 2019. "Umverteilung durch den Staat 2015 – Überblick über die Gesamteffekte," WIFO Monatsberichte (monthly reports), WIFO, vol. 92(5), pages 323-337, May.
    16. Crouch, Colin, 2019. "Inequality in post-industrial societies," Structural Change and Economic Dynamics, Elsevier, vol. 51(C), pages 11-23.
    17. Hansen, Emanuel, 2021. "Optimal income taxation with labor supply responses at two margins: When is an Earned Income Tax Credit optimal?," Journal of Public Economics, Elsevier, vol. 195(C).
    18. Margit Schratzenstaller-Altzinger, 2011. "Bundesvoranschlag 2011 setzt erste Konsolidierungsschritte," WIFO Monatsberichte (monthly reports), WIFO, vol. 84(1), pages 63-84, January.
    19. Angela Luci-Greulich & Olivier Thévenon, 2013. "The Impact of Family Policies on Fertility Trends in Developed Countries," European Journal of Population, Springer;European Association for Population Studies, vol. 29(4), pages 387-416, November.
    20. Gerlinde Verbist & Michael Förster & Maria Vaalavuo, 2012. "The Impact of Publicly Provided Services on the Distribution of Resources: Review of New Results and Methods," OECD Social, Employment and Migration Working Papers 130, OECD Publishing.
    21. Silvia Rocha-Akis & Viktor Steiner & Christine Zulehner, 2016. "Verteilungswirkungen des österreichischen Steuer- und Sozialabgabensystems 2007/2016," WIFO Monatsberichte (monthly reports), WIFO, vol. 89(5), pages 347-359, May.
    22. Kakwani, Nanok C, 1977. "Measurement of Tax Progressivity: An International Comparison," Economic Journal, Royal Economic Society, vol. 87(345), pages 71-80, March.
    23. Margit Schratzenstaller-Altzinger & Fanny Dellinger, 2017. "Genderdifferenzierte Lenkungswirkungen des Abgabensystems," WIFO Studies, WIFO, number 60797, April.
    24. Atkinson, Tony & Cantillon, Bea & Marlier, Eric & Nolan, Brian, 2002. "Social Indicators: The EU and Social Inclusion," OUP Catalogue, Oxford University Press, number 9780199253494.
    25. repec:clr:wugarc:y:2013:v:39i:4p:571 is not listed on IDEAS
    26. Margit Schratzenstaller, 2013. "Staatsquoten — Definitionen, Grenzen der Vergleichbarkeit und Aussagekraft," Wirtschaftsdienst, Springer;ZBW - Leibniz Information Centre for Economics, vol. 93(3), pages 204-206, March.
    27. Silvia Rocha-Akis, 2019. "Umverteilung durch den Staat: Heterogenität nach Haushaltstypen," WIFO Monatsberichte (monthly reports), WIFO, vol. 92(5), pages 339-351, May.
    28. Silvia Rocha-Akis & Christine Mayrhuber, 2019. "Umverteilung durch den Staat in Österreich 2015. Einleitende Bemerkungen," WIFO Monatsberichte (monthly reports), WIFO, vol. 92(5), pages 319-322, May.
    29. Olaoye, Olumide O. & Eluwole, Oluwatosin O. & Ayesha, Aziz & Afolabi, Olugbenga O., 2020. "Government spending and economic growth in ECOWAS: An asymmetric analysis," The Journal of Economic Asymmetries, Elsevier, vol. 22(C).
    30. Irandoust, Manuchehr, 2019. "Wagner on government spending and national income: A new look at an old relationship," Journal of Policy Modeling, Elsevier, vol. 41(4), pages 636-646.
    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. Christl, Michael & Köppl–Turyna, Monika & Lorenz, Hanno & Kucsera, Dénes, 2020. "Redistribution within the tax-benefits system in Austria," Economic Analysis and Policy, Elsevier, vol. 68(C), pages 250-264.
    2. Silvia Rocha-Akis & Viktor Steiner & Christine Zulehner, 2016. "Verteilungswirkungen des österreichischen Steuer- und Sozialabgabensystems 2007/2016," WIFO Monatsberichte (monthly reports), WIFO, vol. 89(5), pages 347-359, May.
    3. Bernhard Hammer & Alexia Prskawetz, 2022. "Measuring private transfers between generations and gender: an application of national transfer accounts for Austria 2015," Empirica, Springer;Austrian Institute for Economic Research;Austrian Economic Association, vol. 49(3), pages 573-599, August.
    4. Gunther Tichy, 2021. "Polarisierung der Gesellschaft in Österreich?," Wirtschaft und Gesellschaft - WuG, Kammer für Arbeiter und Angestellte für Wien, Abteilung Wirtschaftswissenschaft und Statistik, vol. 47(1), pages 41-61.
    5. Chakravarty, Satya R. & Sarkar, Palash, 2022. "A synthesis of local and effective tax progressivity measurement," MPRA Paper 115180, University Library of Munich, Germany.
    6. Alois Guger & Silvia Rocha-Akis, 2016. "Redistribution by the State in Austria," WIFO Bulletin, WIFO, vol. 21(11), pages 100-115, September.
    7. Momi Dahan, 2023. "Social Construction And The Progressivity Of Local Tax Relief," Israel Economic Review, Bank of Israel, vol. 21(1), pages 1-33, March.
    8. Liu Baihui, 2017. "Redistributive Effect of Taxes and Transfers: Evidence from China," Journal of Tax Reform, Graduate School of Economics and Management, Ural Federal University, vol. 3(1), pages 43-51.
    9. Russell Davidson & Jean-Yves Duclos, 1997. "Statistical Inference for the Measurement of the Incidence of Taxes and Transfers," Econometrica, Econometric Society, vol. 65(6), pages 1453-1466, November.
    10. Oliver Hümbelin, 2016. "Ungleichheit und Umverteilung über das Steuersystem. Eine Analyse der Verteilungseffekte von direkten Steuern und steuerlichen Abzügen mit Steuerdaten des Kantons Aargau (2001-2011)," University of Bern Social Sciences Working Papers 23, University of Bern, Department of Social Sciences.
    11. Chung Tran & Nabeeh Zakariyya, 2019. "Tax Progressivity in Australia: Facts, Measurements and Estimates," ANU Working Papers in Economics and Econometrics 2019-667, Australian National University, College of Business and Economics, School of Economics.
    12. Chung Tran & Nabeeh Zakariyya, 2023. "Progressive Pension and Optimal Tax Progressivity," ANU Working Papers in Economics and Econometrics 2023-691, Australian National University, College of Business and Economics, School of Economics.
    13. Kenneth V. Greene & Erol M. Balkan, 1987. "A Comparative Analysis of Tax Progressivity in the United States," Public Finance Review, , vol. 15(4), pages 397-416, October.
    14. Hans Pitlik & Margit Schratzenstaller, 2022. "Kurzexpertise zu Abgabensystem und Ausgabenstrukturen im internationalen Vergleich. Ausgangssituation und Reformbedarf," WIFO Studies, WIFO, number 67988.
    15. Donald W. Kiefer, 1991. "A Comparative Analysis of Tax Progressivity in the United States: a Reexamination," Public Finance Review, , vol. 19(1), pages 94-108, January.
    16. Peter J. Lambert & Wilhelm Pfähler, 1988. "On Aggregate Measures of the Net Redistributive Impact of Taxation and Government Expenditure," Public Finance Review, , vol. 16(2), pages 178-202, April.
    17. DUCLOS, Jean-Yves, 1995. "Measuring Progressivity and Inequality," Cahiers de recherche 9525, Université Laval - Département d'économique.
    18. Sarah Marchal & Wim Van Lancker, 2019. "The Measurement of Targeting Design in Complex Welfare States: A Proposal and Empirical Applications," Social Indicators Research: An International and Interdisciplinary Journal for Quality-of-Life Measurement, Springer, vol. 143(2), pages 693-726, June.
    19. Jacobs, Leif & Quack, Lara & Mechtel, Mario, 2022. "Distributional effects of carbon pricing by transport fuel taxation," Energy Economics, Elsevier, vol. 114(C).
    20. Petr David, 2019. "Optimization of Gini Coefficient Affected by Imperfect Input Data," European Journal of Business Science and Technology, Mendel University in Brno, Faculty of Business and Economics, vol. 5(1), pages 21-29.

    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:wfo:wstudy:69741. 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: Florian Mayr (email available below). General contact details of provider: https://edirc.repec.org/data/wifooat.html .

    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.