Non-linear means-tested pensions: Welfare and distributional analyses

C-Tier
Journal: Economic Modeling
Year: 2024
Volume: 138
Issue: C

Authors (4)

Wheadon, Daniel (not in RePEc) Castex, Gonzalo (not in RePEc) Kudrna, George (UNSW Sydney) Woodland, Alan (UNSW Sydney)

Score contribution per author:

0.251 = (α=2.01 / 4 authors) × 0.5x C-tier

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

Abstract

We present a novel approach to public pension systems by introducing a new class of non-linear means tests, encompassing conventional linear pension systems. Our framework accommodates both progressive and regressive testing methodologies. We develop an overlapping generation model designed for a small open economy with heterogeneous agents, determining the socially optimal pension function. Through calibration of our model to the Australian context, we find that the optimal non-linear income test exhibits strong regressivity, coupled with a diminished average withdrawal rate as workers’ income increases. This work sheds light on optimizing pension structures to better align with the distributional and macroeconomic structure of the economy.

Technical Details

RePEc Handle
repec:eee:ecmode:v:138:y:2024:i:c:s0264999324001159
Journal Field
General
Author Count
4
Added to Database
2026-01-25