How Family Status and Social Security Claiming Options Shape Optimal Life Cycle Portfolios

A-Tier
Journal: The Review of Financial Studies
Year: 2016
Volume: 29
Issue: 4
Pages: 937-978

Authors (3)

Andreas Hubener (not in RePEc) Raimond Maurer (not in RePEc) Olivia S. Mitchell (National Bureau of Economic Re...)

Score contribution per author:

1.341 = (α=2.01 / 3 authors) × 2.0x A-tier

α: calibrated so average coauthorship-adjusted count equals average raw count

Abstract

We show how optimal household decisions regarding work, retirement, saving, portfolio allocations, and life insurance are shaped by the complex financial options embedded in U.S. Social Security rules and uncertain family transitions. Our life cycle model predicts sharp consumption drops on retirement, an age-62 peak in claiming rates, and earlier claiming by wives versus husbands and single women. Moreover, life insurance is mainly purchased on men's lives. Our model, which takes Social Security rules seriously, generates wealth and retirement outcomes that are more consistent with the data, in contrast to earlier and less realistic models. Received March 23, 2015; accepted September 30, 2015 by Editor Andrew Karolyi.

Technical Details

RePEc Handle
repec:oup:rfinst:v:29:y:2016:i:4:p:937-978.
Journal Field
Finance
Author Count
3
Added to Database
2026-01-26