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The Role of Real Annuities and Indexed Bonds In An Individual Accounts Retirement Program
Citations
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Cited by:
- Jeffrey Brown, 2002.
"Differential Mortality and the Value of Individual Account Retirement Annuities,"
NBER Chapters, in: The Distributional Aspects of Social Security and Social Security Reform, pages 401-446,
National Bureau of Economic Research, Inc.
- Jeffrey R. Brown, 2000. "Differential Mortality and the Value of Individual Account Retirement Annuities," NBER Working Papers 7560, National Bureau of Economic Research, Inc.
- Jeffrey R. Brown, 2003.
"Redistribution and Insurance: Mandatory Annuitization With Mortality Heterogeneity,"
Journal of Risk & Insurance, The American Risk and Insurance Association, vol. 70(1), pages 17-41, March.
- Jeffrey R. Brown, 2002. "Redistribution and Insurance: Mandatory Annuitization with Mortality Heterogeneity," NBER Working Papers 9256, National Bureau of Economic Research, Inc.
- Joachim Inkmann & Paula Lopes & Alexander Michaelides, 2011.
"How Deep Is the Annuity Market Participation Puzzle?,"
The Review of Financial Studies, Society for Financial Studies, vol. 24(1), pages 279-319.
- Inkmann, Joachim & Lopes, Paula & Michaelides, Alexander, 2007. "How deep is the annuity market participation puzzle?," LSE Research Online Documents on Economics 24488, London School of Economics and Political Science, LSE Library.
- Michaelides, Alexander & Lopes-Cocco, Paula & Inkmann, Joachim, 2010. "How Deep is the Annuity Market Participation Puzzle?," CEPR Discussion Papers 7940, C.E.P.R. Discussion Papers.
- Paula Lopes & Alex Michaelides & Joachim Inkmann, 2009. "How deep is the annuity market participation puzzle?," 2009 Meeting Papers 239, Society for Economic Dynamics.
- Joachim Inkmann & Paula Lopes & Alexander Michaelides, 2009. "How Deep is the Annuity Market Participation Puzzle?," Working Papers 2009-5, Central Bank of Cyprus.
- Estelle James & Guillermo Martinez & Augusto Iglesias, 2005. "The Payout Stage in Chile: Who Annuitizes and Why?," Working Papers 14, Superintendencia de Pensiones, revised May 2007.
- Robert Novy-Marx & Joshua D. Rauh, 2012. "Linking Benefits to Investment Performance in US Public Pension Systems," NBER Working Papers 18491, National Bureau of Economic Research, Inc.
- Olivia S. Mitchell, 2001. "Developments in Decumulation: The Role of Annuity Products in Financing Retirement," NBER Working Papers 8567, National Bureau of Economic Research, Inc.
- Thorburn, Craig & Rocha, Roberto & Morales, Marco, 2007.
"An analysis of money's worth ratios in Chile,"
Journal of Pension Economics and Finance, Cambridge University Press, vol. 6(3), pages 287-312, November.
- Thorburn, Craig & Rocha, Roberto & Morales, Marco, 2006. "An analysis of money's worth ratios in Chile," Policy Research Working Paper Series 3926, The World Bank.
- Ivica Dus & Raimond Maurer & Olivia S. Mitchell, 2003.
"Betting on Death and Capital Markets in Retirement: A Shortfall Risk Analysis of Life Annuities versus Phased Withdrawal Plans,"
Working Papers
wp063, University of Michigan, Michigan Retirement Research Center.
- Dus, Ivica & Maurer, Raimond H. & Mitchell, Olivia S., 2004. "Betting on death and capital markets in retirement: A shortfall risk analysis of life annuities versus phased withdrawal plans," CFS Working Paper Series 2004/01, Center for Financial Studies (CFS).
- Peijnenburg, J.M.J. & Nijman, T.E. & Werker, B.J.M., 2010.
"Optimal Annuitization with Incomplete Annuity Markets and Background Risk During Retirement,"
Other publications TiSEM
0b8e2130-a64a-48c1-97d6-8, Tilburg University, School of Economics and Management.
- Peijnenburg, J.M.J. & Nijman, T.E. & Werker, B.J.M., 2010. "Optimal Annuitization with Incomplete Annuity Markets and Background Risk During Retirement," Discussion Paper 2010-11, Tilburg University, Center for Economic Research.
- Olivia S. Mitchell, 1999.
"New Evidence on the Money's Worth of Individual Annuities,"
American Economic Review, American Economic Association, vol. 89(5), pages 1299-1318, December.
- Olivia S. Mitchell & James M. Poterba & Mark J. Warshawsky, "undated". "New Evidence on the Money's Worth of Individual Annuities," Pension Research Council Working Papers 97-9, Wharton School Pension Research Council, University of Pennsylvania.
- Olivia S. Mitchell & James M. Poterba & Mark J. Warshawsky, 1997. "New Evidence on the Money's Worth of Individual Annuities," NBER Working Papers 6002, National Bureau of Economic Research, Inc.
- David Miles & Ales Cerny, 2001. "Risk, Return and Portfolio Allocation under Alternative Pension Arrangements with Imperfect Financial Markets," CESifo Working Paper Series 441, CESifo.
- Jean Philippe Gaudemet, 2001. "Les dispositifs d'acquisition à titre facultatif d'annuités viagères en vue de la retraite : une diffusion limitée," Économie et Statistique, Programme National Persée, vol. 348(1), pages 81-106.
- Agnieszka Konicz & David Pisinger & Alex Weissensteiner, 2015. "Optimal annuity portfolio under inflation risk," Computational Management Science, Springer, vol. 12(3), pages 461-488, July.
- Gary Burtless, 2006. "Risk and Reward of International Investing for U.S. Retirement Savers: Historical Evidence," Working Papers, Center for Retirement Research at Boston College wp2006-25, Center for Retirement Research, revised Dec 2006.
- Wolfram J. Horneff & Raimond H. Maurer & Olivia S. Mitchel & Michael Z. Stamos, 2008. "Asset Allocation and Location over the Life Cycle with Survival-Contingent Payouts," Working Papers wp177, University of Michigan, Michigan Retirement Research Center.
- Lopes, Paula & Michaelides, Alexander, 2007.
"Rare events and annuity market participation,"
Finance Research Letters, Elsevier, vol. 4(2), pages 82-91, June.
- Lopes, Paula & Michaelides, Alexander, 2005. "Rare events and annuity market participation," LSE Research Online Documents on Economics 24672, London School of Economics and Political Science, LSE Library.
- Marco Morales & Guillermo Larraín, 2017.
"The Chilean Electronic Market for Annuities (SCOMP): Reducing Information Asymmetries and Improving Competition,"
The Geneva Papers on Risk and Insurance - Issues and Practice, Palgrave Macmillan;The Geneva Association, vol. 42(3), pages 389-405, July.
- Guillermo Larraín & Marco Morales, 2010. "The Chilean Electronic Market for Annuities (SCOMP):Reducing Information Asymmetries and Improving Competition," Working Papers 5, Facultad de Economía y Empresa, Universidad Diego Portales.
- Horneff, Wolfram J. & Maurer, Raimond H. & Mitchell, Olivia S. & Stamos, Michael Z., 2009. "Asset allocation and location over the life cycle with investment-linked survival-contingent payouts," Journal of Banking & Finance, Elsevier, vol. 33(9), pages 1688-1699, September.
- Pashchenko, Svetlana, 2013.
"Accounting for non-annuitization,"
Journal of Public Economics, Elsevier, vol. 98(C), pages 53-67.
- Svetlana Pashchenko, 2010. "Accounting for non-annuitization," Working Paper Series WP-2010-03, Federal Reserve Bank of Chicago.
- Pashchenko, Svetlana, 2012. "Accounting for non-annuitization," MPRA Paper 42792, University Library of Munich, Germany.
- Svetlana Pashchenko, 2010. "Accounting for non-annuitization," 2010 Meeting Papers 563, Society for Economic Dynamics.
- Wolfram Horneff & Raimond Maurer & Olivia Mitchell & Ivica Dus, 2006.
"Optimizing the Retirement Portfolio: Asset Allocation, Annuitization, and Risk Aversion,"
Working Papers
wp124, University of Michigan, Michigan Retirement Research Center.
- Wolfram J. Horneff & Raimond Maurer & Olivia S. Mitchell & Ivica Dus, 2006. "Optimizing the Retirement Portfolio: Asset Allocation, Annuitization, and Risk Aversion," NBER Working Papers 12392, National Bureau of Economic Research, Inc.
- Cecilia Dassatti & Rodrigo Lluberas, 2020. "The costs of annuitising: are retirees fairly charged?," The Geneva Papers on Risk and Insurance - Issues and Practice, Palgrave Macmillan;The Geneva Association, vol. 45(3), pages 535-557, July.
- Martin Feldstein, 2005.
"Structural Reform of Social Security,"
Journal of Economic Perspectives, American Economic Association, vol. 19(2), pages 33-55, Spring.
- Martin Feldstein, 2005. "Structural Reform of Social Security," NBER Working Papers 11098, National Bureau of Economic Research, Inc.
- Feldstein, Martin, 2005. "Structural Reform of Social Security," Scholarly Articles 2794830, Harvard University Department of Economics.
- Jeffrey R. Brown, 2007. "Rational and Behavioral Perspectives on the Role of Annuities in Retirement Planning," NBER Working Papers 13537, National Bureau of Economic Research, Inc.
- Demange, Gabrielle, 2005.
"On Sustainable Pay-As-You-Go Systems,"
CEPR Discussion Papers
4966, C.E.P.R. Discussion Papers.
- Gabrielle Demange, 2005. "On sustainable pay as you go systems," PSE Working Papers halshs-00590859, HAL.
- Gabrielle Demange, 2005. "On sustainable pay as you go systems," Working Papers halshs-00590859, HAL.
- Jeffrey R. Brown & Olivia S. Mitchell & James M. Poterba, 2000. "Mortality Risk, Inflation Risk, and Annuity Products," NBER Working Papers 7812, National Bureau of Economic Research, Inc.
- Gabrielle Demange, 2005.
"Free choice of unfunded systems: a first assessment,"
PSE Working Papers
halshs-00590861, HAL.
- Gabrielle Demange, 2005. "Free Choice of Unfunded Systems: A First Assessment," CESifo Working Paper Series 1398, CESifo.
- Gabrielle Demange, 2005. "Free choice of unfunded systems: a first assessment," Working Papers halshs-00590861, HAL.
- Miles, David, 2000. "Funded and Unfunded Pensions: Risk, Return and Welfare," CEPR Discussion Papers 2369, C.E.P.R. Discussion Papers.
- Wolfram J. Horneff & Raimond H. Maurer & Olivia S. Mitchell & Michael Z. Stamos, 2008. "Asset Allocation and Location over the Life Cycle with Survival-Contingent Payouts," NBER Working Papers 14055, National Bureau of Economic Research, Inc.
- Peijnenburg, Kim & Nijman, Theo & Werker, Bas J.M., 2016.
"The annuity puzzle remains a puzzle,"
Journal of Economic Dynamics and Control, Elsevier, vol. 70(C), pages 18-35.
- Peijnenburg, Kim & Nijman, Theo & Werker, Bas J. M., 2016. "The annuity puzzle remains a puzzle," Other publications TiSEM 011232cd-6c91-4c59-8bc6-6, Tilburg University, School of Economics and Management.
- Johann K. Brunner & Susanne Pech, 2005. "Adverse Selection in the Annuity Market When Profits Vary over the Time of Retirement," Journal of Institutional and Theoretical Economics (JITE), Mohr Siebeck, Tübingen, vol. 161(1), pages 155-183, March.
- Cecilia Dassatti & Rodrigo Lluberas, 2016. "The costs of annuitizing," Documentos de trabajo 2016004, Banco Central del Uruguay.
- Jeffrey R. Brown & James M. Poterba, 2006.
"Household Ownership of Variable Annuities,"
NBER Chapters, in: Tax Policy and the Economy, Volume 20, pages 163-191,
National Bureau of Economic Research, Inc.
- Jeffrey Brown & James Poterba, 2006. "Household Ownership of Variable Annuities," NBER Working Papers 11964, National Bureau of Economic Research, Inc.
- Horneff, Wolfram J. & Maurer, Raimond H. & Mitchell, Olivia S. & Stamos, Michael Z., 2007.
"Money in motion: Dynamic portfolio choice in retirement,"
CFS Working Paper Series
2007/21, Center for Financial Studies (CFS).
- Wolfram Horneff & Raimond Maurer & Olivia Mitchell & Michael Stamos, 2007. "Money in Motion: Dynamic Portfolio Choice in Retirement," Working Papers wp152, University of Michigan, Michigan Retirement Research Center.
- Wolfram J. Horneff & Raimond H. Maurer & Olivia S. Mitchell & Michael Z. Stamos, 2007. "Money in Motion: Dynamic Portfolio Choice in Retirement," NBER Working Papers 12942, National Bureau of Economic Research, Inc.
- Alicia H. Munnell & Gal Wettstein & Wenliang Hou, 2022. "How best to annuitize defined contribution assets?," Journal of Risk & Insurance, The American Risk and Insurance Association, vol. 89(1), pages 211-235, March.
- Brown, Jeffrey R., 2001.
"Private pensions, mortality risk, and the decision to annuitize,"
Journal of Public Economics, Elsevier, vol. 82(1), pages 29-62, October.
- Jeffrey R. Brown, 1999. "Private Pensions, Mortality Risk, and the Decision to Annuitize," NBER Working Papers 7191, National Bureau of Economic Research, Inc.
- Novy-Marx, Robert & Rauh, Joshua D., 2014. "Linking benefits to investment performance in US public pension systems," Journal of Public Economics, Elsevier, vol. 116(C), pages 47-61.
- Hui Li & Seth Neumuller & Casey Rothschild, 2021. "Optimal annuitization with imperfect information about insolvency risk," Journal of Risk & Insurance, The American Risk and Insurance Association, vol. 88(1), pages 101-130, March.
- Carlos Vidal-Melia & Ana Lejárraga-García, 2004. "The Bequest Motive And Single People’S Demand For Life Annuities," Public Economics 0405005, University Library of Munich, Germany.
- David McCarthy & Olivia S. Mitchell, 2004.
"Annuities for an ageing world,"
Chapters, in: Elsa Fornero & Elisa Luciano (ed.), Developing an Annuity Market in Europe, chapter 2, pages 13-48,
Edward Elgar Publishing.
- Olivia S. Mitchell & David McCarthy, 2002. "Annuities for an Ageing World," CeRP Working Papers 21, Center for Research on Pensions and Welfare Policies, Turin (Italy).
- Olivia S. Mitchell & David McCarthy, 2002. "Annuities for an Ageing World," NBER Working Papers 9092, National Bureau of Economic Research, Inc.
- Horneff, Wolfram J. & Maurer, Raimond H. & Mitchell, Olivia S. & Stamos, Michael Z., 2010. "Variable payout annuities and dynamic portfolio choice in retirement," Journal of Pension Economics and Finance, Cambridge University Press, vol. 9(2), pages 163-183, April.
- Narat Charupat & Mark J. Kamstra & Moshe A. Milevsky, 2016. "The Sluggish and Asymmetric Reaction of Life Annuity Prices to Changes in Interest Rates," Journal of Risk & Insurance, The American Risk and Insurance Association, vol. 83(3), pages 519-555, September.
- Brown, Jeffrey R. & Mitchell, Olivia S. & Poterba, James M. & Warshawsky, Mark J., 1999.
"Taxing Retirement Income: Nonqualified Annuities and Distributions From Qualified Accounts,"
National Tax Journal, National Tax Association;National Tax Journal, vol. 52(3), pages 563-592, September.
- Jeffrey R. Brown & Olivia S. Mitchell & James M. Poterba & Mark J. Warshawsky, "undated". "Taxing Retirement Income: Nonqualified Annuities and Distributions from Qualified Accounts," Pension Research Council Working Papers 99-3, Wharton School Pension Research Council, University of Pennsylvania.
- Jeffrey R. Brown & Olivia S. Mitchell & James M. Poterba & Mark J. Warshawsky, 1999. "Taxing Retirement Income: Nonqualified Annuities and Distributions from Qualified Accounts," NBER Working Papers 7268, National Bureau of Economic Research, Inc.
- Paula Lopes, 2003. "(UBS Pensions series 19) Are Annuities Value for Money? Who Can Afford Them?," FMG Discussion Papers dp473, Financial Markets Group.
- Impavido, Gregorio & Thorburn, Craig & Wadsworth, Mike, 2004. "A conceptual framework for retirement products : Risk sharing arrangements between providers and retirees," Policy Research Working Paper Series 3208, The World Bank.
- David K. Miles, 2000. "Funded and Unfunded Pension Schemes: Risk, Return and Welfare," CESifo Working Paper Series 239, CESifo.
- Blake, David & Cairns, Andrew & Dowd, Kevin, 2008. "Turning pension plans into pension planes: What investment strategy designers of defined contribution pension plans can learn from commercial aircraft designers," MPRA Paper 33749, University Library of Munich, Germany.
- Amy Finkelstein & James Poterba, 1999. "Selection Effects in the Market for Individual Annuities: New Evidence from the United Kingdom," NBER Working Papers 7168, National Bureau of Economic Research, Inc.
- Gabrielle Demange, 2008.
"Competition between unfunded systems: A European Union challenge,"
Post-Print
halshs-00576805, HAL.
- Demange, Gabrielle, 2008. "Competition between Unfunded Systems: A European Union challenge," CEPREMAP Working Papers (Docweb) 0808, CEPREMAP.
- Gabrielle Demange, 2008. "Competition between unfunded systems: A European Union challenge," PSE-Ecole d'économie de Paris (Postprint) halshs-00576805, HAL.
- Jeffrey R. Brown & Arie Kapteyn & Erzo F.P. Luttmer & Olivia Mitchell, 2012. "Do Consumers Know How to Value Annuities? Complexity as a Barrier to Annuitization," Working Papers WR-924-SSA, RAND Corporation.
- Horneff, Wolfram J. & Maurer, Raimond H. & Mitchell, Olivia S. & Dus, Ivica, 2008. "Following the rules: Integrating asset allocation and annuitization in retirement portfolios," Insurance: Mathematics and Economics, Elsevier, vol. 42(1), pages 396-408, February.
- Jeffrey R. Brown & Mark J. Warshawsky, 2001. "Longevity-Insured Retirement Distributions from Pension Plans: Market and Regulatory Issues," NBER Working Papers 8064, National Bureau of Economic Research, Inc.
- Rocha, Roberto & Rudolph, Heinz P., 2010. "A summary and update of developing annuities markets : the experience of Chile," Policy Research Working Paper Series 5325, The World Bank.
- repec:oup:jeurec:v:15:y:2017:i:2:p:429-462. is not listed on IDEAS
- Tiong, Serena, 2013. "Pricing inflation-linked variable annuities under stochastic interest rates," Insurance: Mathematics and Economics, Elsevier, vol. 52(1), pages 77-86.
- Jeffrey R. Brown & Arie Kapteyn & Erzo F.P. Luttmer & Olivia S. Mitchell, 2013. "Cognitive Constraints on Valuing Annuities," NBER Working Papers 19168, National Bureau of Economic Research, Inc.
- Miles, David & Cerny, Ales, 2001. "Risk Return and Portfolio Allocation under Alternative Pension Systems with Imperfect Financial Markets," CEPR Discussion Papers 2779, C.E.P.R. Discussion Papers.
- Koijen, R.S.J. & Nijman, T.E. & Werker, B.J.M., 2006. "Optimal Portfolio Choice with Annuitization," Discussion Paper 2006-78, Tilburg University, Center for Economic Research.
- Roberto Rocha & Dimitri Vittas & Heinz P. Rudolph, 2011. "Annuities and Other Retirement Products : Designing the Payout Phase," World Bank Publications - Books, The World Bank Group, number 2272.
- James, Estelle & Vittas, Dimitri, 2000. "Annuity markets in comparative perspective : do consumers get their money's wotrth?," Policy Research Working Paper Series 2493, The World Bank.
- Koijen, R.S.J. & Nijman, T.E. & Werker, B.J.M., 2006. "Optimal Portfolio Choice with Annuitization," Other publications TiSEM e0ee89d5-4a5f-4c70-a7ee-d, Tilburg University, School of Economics and Management.
- Moenig, Thorsten, 2021. "Variable annuities: Market incompleteness and policyholder behavior," Insurance: Mathematics and Economics, Elsevier, vol. 99(C), pages 63-78.
- Lopes, Paula, 2003. "Are annuities value for money?: who can afford them?," LSE Research Online Documents on Economics 24899, London School of Economics and Political Science, LSE Library.
- Suzanne Doyle & Olivia S. Mitchell & John Piggott, 2001. "Annuity Values in Defined Contribution Retirement Systems: The Case of Singapore and Australia," NBER Working Papers 8091, National Bureau of Economic Research, Inc.
- James M. Poterba, 2001. "Annuity markets and retirement security," Fiscal Studies, Institute for Fiscal Studies, vol. 22(3), pages 249-270., September.
- Bovenberg, A.L. & Koijen, R.S.J. & Nijman, T.E. & Teulings, C.N., 2007. "Saving and investing over the life cycle and the role of collective pension funds," Other publications TiSEM 6eab1341-eda5-4f21-8c06-8, Tilburg University, School of Economics and Management.