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Showing 1 – 19 of 19 results.
Curated

Aging in the Eighties: America in Transition, 1981 (ICPSR 8691)

Released/updated on: 2005-11-04
Geographic coverage: United States
This survey was undertaken to record changes in views about aging among older people as well as younger adults. In the seven years after the benchmark study MYTH AND REALITY OF AGING, 1974 (ICPSR 7657) was conducted, a number of significant social and demographic changes occurred in American society, some profound economic trends continued, suspicions grew about an impending financial crisis in the Social Security system, and new priorities emerged at both the national and local political levels. AGING IN THE EIGHTIES updates topics from MYTH AND REALITY OF AGING with items relating to the experience of aging, social activities and the involvement of the elderly, expectations and attitudes about retirement, and preparation for retirement. Other major issues were explored for the first time, including the economics of aging and retirement, the changing face of retirement and employment after 65, Social Security and the role of government, health status, and health care.
Curated
Partially restricted
Simple Crosstabs

Americans' Changing Lives: Waves I, II, III, IV, V, and VI, 1986, 1989, 1994, 2002, 2011, and 2021 (ICPSR 4690)

Released/updated on: 2024-12-12
Geographic coverage: United States
Time period: 1986-01-01--2021-01-01

The Americans' Changing Lives (ACL) survey series is an ongoing, nationally representative, longitudinal study focusing especially on differences between Black and White Americans in middle and late life. These data constitute the first, second, third, fourth, fifth, and sixth waves in a panel survey covering a wide range of sociological, psychological, mental, and physical health items. Wave I of the study began in 1986 with a nation face-to-face survey of 3,617 adults ages 25 and up, with Black Americans and people aged 60 and over over-sampled at twice the rate of the others. Wave II constitutes face-to-face re-interviews in 1989 of those still alive. Survivors have been re-interviewed by telephone, and when necessary face-to-face, in 1994 (Wave III), 2001/02 (Wave IV), 2011 (Wave V), and 2019/21 (Wave VI).

Please note that for Wave VI, the majority of data collection occurred in 2019, with only a small subset (n=39) of participants surveyed in 2021.

ACL was designed and sought to investigate the following: (1) The ways in which a wide range of activities and social relationships that people engage in are broadly "productive," (2) how individuals adapt to acute life events and chronic stresses that threaten the maintenance of health, effective functioning, and productive activity, and (3) sociocultural variations in the nature, meaning, determinants, and consequences of productive activity and relationships. Among the topics covered are interpersonal relationships (spouse/partner, children, parents, friends), sources and levels of satisfaction, social interactions and leisure activities, traumatic life events (physical assault, serious illness, divorce, death of a loved one, financial or legal problems), perceptions of retirement, health behaviors (smoking, alcohol consumption, overweight, rest), and utilization of health care services (doctor visits, hospitalization, nursing home institutionalization, bed days). Also included are measures of physical health, psychological well-being, and indices referring to cognitive functioning.

Demographic information provided for individuals includes household composition, number of children and grandchildren, employment status, occupation and work history, income, family financial situation, religious beliefs and practices, ethnicity, race, education, sex, and region of residence.

Curated

Center for Research on Social Reality [Spain] Survey, March 1996: Savings, Family, and Aging (ICPSR 6973)

Released/updated on: 1998-01-13
Geographic coverage: Europe, Global, Spain
Time period: 1996-03-04--1996-03-09
This data collection is part of a series of nationwide surveys conducted from October 1990 to June 1996 in Spain. The questionnaires for each of these surveys consisted of three sections. The first section collected information on respondents' attitudes regarding personal, national, and international issues, and included questions on respondents' level of life satisfaction and frequency of visits with relatives, neighbors, and friends. The second section contained a topical module of questions that varied from survey to survey, with this month's module focusing on the family, savings, and aging. Among the topics investigated were household composition, employment status of household members, sources of household income, family saving capacity, attitudes toward saving, preferred investment options for savings, and attitudes regarding old age and the elderly. This section also gathered information on expected age of retirement, expected amount of retirement income, and the living arrangements, retirement status, and sources of income of the elderly. Questions in the third section of the questionnaire elicited socioeconomic information, such as respondent's sex, age, marital status, size of household, occupation, education, religion, religiosity, place of birth, and income.
Curated
Simple Crosstabs

Cornell Study of Occupational Retirement, 1952 - 1958 (ICPSR 34918)

Released/updated on: 2014-04-29
Geographic coverage: United States
Time period: 1952-01-01--1958-01-01

The Cornell Study of Occupational Retirement is a national, longitudinal study of retirement that began in 1952 and was likely the first large-scale study of retirement behavior. The study aimed to understand and follow the transition from work to retirement -- a "well-defined" life transition in the 1950s. The study followed a cohort of 64-year-old workers into their retirement years. Over the course of the 6-year study, over 50 percent of the respondents retired. The survey includes a wide range of questions regarding: sociodemographic characteristics, family, daily activities, work (type of work and work satisfaction), economic status (income, homeownership, and household size), pensions, age identity, age stereotypes, retirement plans, health, life satisfaction and adjustment to the retirement transition.

Unique features of the study include: (1) Gender. Both men and women were surveyed. Much of our current understanding of retirement behavior mid-century (and even into the 1970s) is based on men's experiences. The Cornell Study includes female workers, both unmarried and married. (2) Longitudinal Design. Most retirement studies at that point in history were small-scale and cross-sectional. (3) Health Information. In addition to self-reported health information from the respondents, medical directors at the sampled companies were interviewed and asked to conduct a standardized physical examination of the employees in the sample -- the medical records on the respondents have been retained. These data are in hard-copy paper format. Thus, it appears that no meaningful analysis of the data has yet been conducted.

This study consists of data from the first wave of the project, conducted in 1952, along with waves 2, 3, 4, and 5 of the study, conducted in 1954, '55, '57, and '58, respectively. As the follow-up surveys for this longitudinal research, it provides useful information on changes in retirees' attitudes toward retirement and its accompanying life circumstances.

Curated

Decision Making on Early Retirement, 1965-1969 (ICPSR 7433)

Released/updated on: 2006-01-12
Geographic coverage: United States
Time period: 1965-01-01--1969-01-01
This study, designed by the Institute for Social Research, University of Michigan, and the Michigan Health and Social Security Research Institute, attempted to identify factors that weighed most heavily in the decision to retire voluntarily. Survey questions investigated attitudes toward employment (including positive or negative evaluation of income earned and of the kind of work done) as well as the evaluation of conditions anticipated under retirement (including satisfaction or dissatisfaction with expected retirement income and appreciation or dislike of leisure). These core items were supplemented with an assessment of situations and attitudes of respondents who were already retired. Part 1 includes data from 1,123 workers in the automobile industry, interviewed in 1967. In Part 2, data from Part 1 are merged with information obtained from 943 auto workers reinterviewed in 1969. The auto workers sample was chosen for its relative homogeneity and recourse to expanded retirement benefits. All respondents in this sample were aged 58-61, members of United Auto Workers, and employed at four automobile companies located in Michigan, Ohio, Indiana, and Illinois. Part 3 contains data from a cross-section sample of private households, included in this study in an attempt to broaden the investigation by placing the auto workers sample in correlation with a nationally representative sample, diverse in age, income, occupation, and retirement provisions. SURVEY OF CONSUMER FINANCES, 1966 (ICPSR 7446) provided data for 2,419 households, and information about another 1,228 households was obtained from SURVEY OF CONSUMER ATTITUDES AND BEHAVIOR, SUMMER 1966 (ICPSR 3620). Demographic information includes age, sex, race, marital status, level of education, and religious preference.
Curated

English Longitudinal Study of Ageing (ELSA) (ICPSR 139)

Released/updated on: 2006-06-19
Geographic coverage: Great Britain, Global

The English Longitudinal Study of Ageing is a study of aging and quality of life for people over the age of 50. Established in 2002, the original sample was drawn from households that had previously responded to the Health Survey for England (HSE) between 1998 and 2001. The same group of respondents are surveyed every two years to see how their health, economic, and social circumstances may change over time. One of the study's aims is to determine the relationships between functioning and health, social networks, resources, and economic position as people plan for, move into, and progress beyond retirement. It is patterned after the Health and Retirement Study, a similar study based in the United States.

Although new topics can be introduced at different waves, every module has been reviewed to ensure that it will provide data that can measure change over time. This is achieved by repeating some measures exactly, by asking directly about change, and by adopting questions to allow people to update or amend past responses.

The information collected provides data about: Household and individual demographics; Health - physical and psychosocial; Social care (from Wave 6); Work and pensions; Income and assets; Housing; Cognitive function; Social participation; Effort and Reward (voluntary work and caring); Expectations; Walking speed; Weight.

Curated

Faculty Retirement in the Arts and Sciences: Source Data for 33 United States Colleges and Universities, 1985-1990 (ICPSR 9818)

Released/updated on: 2006-01-18
Geographic coverage: United States
Time period: 1985-01-01--1990-01-01
These data were compiled to permit analysis of issues surrounding delayed faculty retirement at doctorate-granting universities and selected liberal arts colleges. Variables in Part 1, the Transaction Data File, include school identification number, type of school, year of transaction event (retirement), age of faculty member after event occurred, academic discipline of faculty member, presence of mandatory retirement age, five-year age range of event, and type of pension plan in which faculty member was enrolled. Variables in Part 2, the Age Distribution Data file, include observation number, school code, academic discipline grouping, and type of school.
Curated
Simple Crosstabs

The Irish Longitudinal Study on Ageing (TILDA), Wave 2, 2012-2013 (ICPSR 37105)

Released/updated on: 2025-05-08
Geographic coverage: Ireland
Time period: 2012-01-01--2013-01-01

This catalog record includes detailed variable-level descriptions, enabling data discovery and comparison. The TILDA Series data, including studies 34315, 38681, 37105, 37106, 38670, 38674, are currently unavailable at the request of the data producer due to concerns related to EU and Irish data privacy and data sharing rules. We are working to determine the best solution to continue to share these data with the research community. Individuals interested in obtaining TILDA data access at this time should reach out to the TILDA project directly (https://tilda.tcd.ie/data/accessing-data/).

The Irish Longitudinal Study on Ageing (TILDA) is a major inter-institutional initiative led by Trinity College Dublin which aims to produce a massive improvement in the quantity and quality of data, research and information relating to older people and ageing in Ireland. Eligible respondents for this study include individuals aged 50 and over and their spouses or partners of any age. The study involves interviews on a two yearly basis with a sample cohort of 8,504 people aged 50 and over (or their spouses/partners) and resident in Ireland, collecting detailed information on all aspects of their lives, including the economic (pensions, employment, living standards), health (physical, mental, service needs and usage) and social aspects (contact with friends and kin, formal and informal care, social participation). Both survey interviews and physical and biological measurements are utilized.

The second wave of TILDA interviews were undertaken between February 2012 and March 2013. Of the 8,504 interviewed in Wave 1, a second interview was obtained for 7,445 respondents. These consisted of the self, proxy and end-of-life interviews types. In addition to the returning respondents, 170 interviews were obtained from eligible household members who had chosen not to take part in Wave 1 or the new spouses/partners of existing respondents.

Demographic and background variables include age, sex, marital status, household composition, education, and employment.

Curated

Retirement History Longitudinal Survey, 1969 (ICPSR 7683)

Released/updated on: 1992-02-16
Geographic coverage: United States
This longitudinal study is the first in a series of six surveys conducted to investigate the nature of retirement in the United States and the transition to a retirement lifestyle. The first longitudinal study to concentrate on the process of retirement and to include change over a period of time as an object of study, the six surveys in the Retirement History Longitudinal Survey (RHLS) aimed at learning in detail the connections between worklife characteristics, retirement timing, and the determinants of style, quality, and conduct of retirement. This study was meant to gather first-year data as the baseline for future trend analysis on the sample. To provide information on pre-retirement lives and attitudes of respondents, questions were asked regarding labor force history, retirement and retirement plans, health, household, family and social activities, income, assets, and debts for respondents and their spouses. Surviving members of this original 1969 sample were interviewed subsequently at two-year intervals. Labor force questions in this baseline survey covered the respondent's occupation and attitudes toward that occupation, number of hours worked, salary, and unemployment and job-seeking behavior. Information on retirement plans was also elicited, including whether and when the respondents planned to retire, reasons for retirement, whether they had made retirement plans, such as moving residences or working after retirement, expected expenses and resources, workplace pension plans, amount of benefits, Social Security benefits, and subjective attitudes toward retirement. Respondents who were already partially or fully retired were asked to report retrospectively on retirement age, reasons for retirement, and whether they had planned for retirement prior to actually retiring. Questions on health experience pertained to the calendar year prior to the interview, and included receipts and costs of physical examinations and dentist visits, hospitalization, prescription and non-prescription medicines, other medical supplies and services, health insurance coverage and other resources for payment of medical expenses, and a measure of the respondents' own physical health. Questions were asked concerning activity and income, including proximity and frequency of contact with close relatives, and receipt of financial support from relatives. Information on food and housing, transportation, gifts, and travel expenses was also gathered to provide a measure of changes in retirement lifestyle. Demographic items specify race, sex, age, marital status, education, income, benefits amount, assets, debts, number of children and children attending school, and household composition and relationship. Proxy respondents were not allowed to answer any questions in this survey, with the exception of spouses who could answer questions concerning spousal labor force history.
Curated

Retirement History Longitudinal Survey, 1969-1973, and Summary of Social Security Earnings: Merged Data (ICPSR 7739)

Released/updated on: 2005-11-04
Geographic coverage: United States
Time period: 1969-01-01--1973-01-01
This data collection includes selected variables from the first three waves of the RETIREMENT HISTORY LONGITUDINAL SURVEY, conducted in 1969, 1971, and 1973 (ICPSR 7683, 7684, and 7685) as well as the Retirement History Longitudinal Survey Summary of Social Security Earnings, compiled from Social Security records. The Summary Earnings variables document reported earnings, wages and salary, self-employment earnings, and agricultural employment for the original respondent as well as first and second spouses. The earnings information is pertinent for the years 1951-1974. The variables selected from the first three waves of the Retirement History Longitudinal Survey include employment information concerning current and past employment, number of hours worked, number of hours off work, how the job was found, gross pay and time unit of pay, pension plans from current job and past jobs, types of pensions, and types of benefits. The subset also includes items pertaining to work history of the respondent, retirement plans, and, if retired, plans to work in the future. Demographic information collected about respondents, their spouses, and other members of the household includes race, sex, age, date of birth, marital status, education, occupation, income, benefits amount, number of children and children attending school, and household composition and relationship.
Curated
Simple Crosstabs

Retirement History Longitudinal Survey, 1971 (ICPSR 7684)

Released/updated on: 2015-05-14
Geographic coverage: United States
This longitudinal study is the second in a series of six surveys conducted to investigate the nature of retirement and the transition to a retirement lifestyle in the United States. The first longitudinal study to concentrate on the process of retirement and to include change over a period of time as an object of study, the six surveys in the Retirement History Longitudinal Survey (RHLS) aimed at learning in detail the connections between worklife characteristics, retirement timing, and the determinants of style, quality, and conduct of retirement. With the 1969 study as a baseline, this study, along with subsequent biennial studies, record the retirement process as it developed. To provide information on pre-retirement lives and attitudes of respondents, questions were asked regarding labor force history, retirement and retirement plans, health, household, family and social activities, income, assets, and debts for respondents and their spouses. Detailed information is provided on the sources and size of income and assets, as well as debts. Questions also focussed on retirement patterns and determinants of retirement timing, especially the relationship between pre-retirement income and expected post-retirement income. Also examined was the influence exerted by health, anticipated post-retirement needs and resources, employer policies, and significant work history. Labor force questions covered the respondents' occupation and attitudes toward that occupation, number of hours worked, salary, and unemployment and job-seeking behavior. Information on retirement plans included whether and when the respondents planned to retire, reasons for retirement, whether they had made retirement plans, such as moving residences or working after retirement, expected expenses and resources, workplace pension plans, amount of benefits, Social Security benefits, and subjective attitudes toward retirement. Respondents who were already partially or fully retired were asked to report retrospectively on retirement age, reasons for retirement, and whether they had planned for retirement prior to actually retiring. Questions on health experience included a measure of the respondents' physical health, hospitalization, health insurance coverage and other resources for payment of medical expenses, prescription and non-prescription medicines, and other medical supplies and services. Questions were asked concerning activity and income, including proximity and frequency of contact with close relatives, and receipt of financial support from relatives. Information on food and housing, transportation, gifts, and travel expenses was also gathered to provide a measure of changes in retirement lifestyle. Demographic items specify sex, age, marital status, education, income, benefits amount, assets, debts, number of children and children attending school, and household composition and relationship. Of the 10,169 cases contained in the data file, 245 cases represent interviews with surviving spouses of respondents who died sometime after the original 1969 survey.
Curated

Retirement History Longitudinal Survey, 1973 (ICPSR 7685)

Released/updated on: 2008-03-18
Geographic coverage: United States
This longitudinal study is the third in a series of six surveys conducted to investigate the nature of retirement and the transition to a retirement lifestyle in the United States. The first longitudinal study to concentrate on the process of retirement and to include change over a period of time as an object of study, the six surveys in the Retirement History Longitudinal Survey (RHLS) aimed at learning in detail the connections between worklife characteristics, retirement timing, and the determinants of style, quality, and conduct of retirement. With the 1969 study as a baseline, this study, along with subsequent biennial studies, record the retirement process as it developed. To provide information on pre-retirement lives and attitudes of respondents, questions were asked regarding labor force history, retirement and retirement plans, health, household, family and social activities, income, assets, and debts for respondents and their spouses. Detailed information is provided on the sources and size of income and assets, as well as debts. Questions also focussed on retirement patterns and determinants of retirement timing, especially the relationship between pre-retirement income and expected post-retirement income. Also examined was the influence exerted by health, anticipated post-retirement needs and resources, employer policies, and significant work history. Labor force questions covered the respondents' occupation and attitude toward that occupation, number of hours worked, salary, unemployment, and job-seeking behavior. Information on retirement plans included whether and when the respondents planned to retire, reasons for retirement, whether they had made retirement plans, such as moving residences or working, expected expenses and resources, and subjective attitudes toward retirement. Respondents who were already partially or fully retired were asked to report retrospectively on retirement age, reasons for retirement, and whether they had planned for retirement prior to actually retiring. Questions on health experience pertained to the calendar year prior to the interview, and included receipts and costs of physical examinations and dentist visits, hospitalization, prescription and non-prescription medicines, other medical supplies and services, health insurance coverage and other resources for payment of medical expenses, and a measure of the respondent's own physical health. Questions were also asked concerning activity and income, including proximity and frequency of contact with close relatives, and receipt of financial support from relatives. Information on food and housing, transportation, gifts, and travel expenses was also gathered to provide a measure of changes in retirement lifestyle. Demographic items specify sex, age, marital status, education, income, benefits amount, assets, debts, number of children and children attending school, and household composition and relationship. Of the 9,423 cases included in the data file, 495 cases represent interviews with surviving spouses of the original respondents who died sometime after the original 1969 survey.
Curated

Retirement History Longitudinal Survey, 1975 (ICPSR 7859)

Released/updated on: 1992-02-16
Geographic coverage: United States
This longitudinal study is the fourth in a series of six surveys conducted to investigate the nature of retirement and the transition to a retirement lifestyle in the United States. The first longitudinal study to concentrate on the process of retirement and to include change over a period of time as an object of study, the six surveys in the Retirement History Longitudinal Survey (RHLS) aimed at learning in detail the connections between worklife characteristics, retirement timing, and the determinants of style, quality, and conduct of retirement. With the 1969 study as a baseline, this study, along with subsequent biennial studies, record the retirement process as it developed. To provide information on pre-retirement lives and attitudes of respondents, questions were asked regarding labor force history, retirement and retirement plans, health, household, family and social activities, income, assets, and debts for respondents and their spouses. Detailed information is provided on the sources and size of income and assets, as well as debts. Questions also focussed on retirement patterns and determinants of retirement timing, especially the relationship between pre-retirement income and expected post-retirement income. Also examined was the influence exerted by health, anticipated post-retirement needs and resources, employer policies, and significant work history. Labor force questions covered the respondents' occupation and attitude toward that occupation, number of hours worked, salary, unemployment, and job-seeking behavior. Information on retirement plans included whether and when the respondents planned to retire, reasons for retirement, whether they had made retirement plans, such as moving residences or working, expected expenses and resources, and subjective attitudes toward retirement. Respondents who were already partially or fully retired were asked to report retrospectively on retirement age, reasons for retirement, and whether they had planned for retirement prior to actually retiring. Questions on health experience pertained to the calendar year prior to the interview, and included receipts and costs of physical examinations and dentist visits, hospitalization, prescription and non-prescription medicines, other medical supplies and services, health insurance coverage and other resources for payment of medical expenses, and a measure of the respondent's own physical health. Questions were also asked concerning activity and income, including proximity and frequency of contact with close relatives, and receipt of financial support from relatives. Information on food and housing, transportation, gifts, and travel expenses was also gathered to provide a measure of changes in retirement lifestyle. Demographic items specify race, sex, age, marital status, education, income, benefits amount, assets, debts, number of children and children attending school, and household composition and relationship. Of the 8,716 cases included in the data file, 727 cases represent interviews with surviving spouses of original respondents who died sometime after the original 1969 survey.
Curated

Retirement History Longitudinal Survey, 1977 (ICPSR 7931)

Released/updated on: 1992-02-16
Geographic coverage: United States
This longitudinal study is the fifth in a series of six surveys conducted to investigate the nature of retirement and the transition to a retirement lifestyle in the United States. The first longitudinal study to concentrate on the process of retirement and to include change over a period of time as an object of study, the six surveys in the Retirement History Longitudinal Survey (RHLS) aimed at learning in detail the connections between worklife characteristics, retirement timing, and the determinants of style, quality, and conduct of retirement. With the 1969 study as a baseline, this study, along with subsequent biennial studies, record the retirement process as it developed. To provide information on pre-retirement lives and attitudes of respondents, questions were asked regarding labor force history, retirement and retirement plans, health, household, family and social activities, income, assets, and debts for respondents and their spouse. Detailed information is provided on the sources and size of income and assets, as well as debts. Questions also focussed on retirement patterns and determinants of retirement timing, especially the relationship between pre-retirement income and expected post-retirement income. Also examined was the influence exerted by health, anticipated post-retirement needs and resources, employer policies, and significant work history. Labor force questions covered the respondents' occupation and attitude toward that occupation, number of hours worked, salary, unemployment, and job-seeking behavior. Information on retirement plans included whether and when the respondents planned to retire, reasons for retirement, whether they had made retirement plans, such as moving residences or working, expected expenses and resources, and subjective attitudes toward retirement. Respondents who were already partially or fully retired were asked to report retrospectively on retirement age, reasons for retirement, and whether they had planned for retirement prior to actually retiring. Questions on health experience pertained to the calendar year prior to the interview, and included receipts and costs of physical examinations and dentist visits, hospitalization, prescription and non-prescription medicines, other medical supplies and services, health insurance coverage and other resources for payment of medical expenses, and a measure of the respondent's own physical health. Questions were also asked concerning leisure activities, proximity and frequency of contact with close relatives, and receipt of financial support from relatives. Information on food and housing, property ownership, and transportation was also gathered to provide a measure of changes in retirement lifestyle. Demographic items specify race, sex, age, marital status, education, income, benefits amount, assets, debts, number of children and children attending school, and household composition and relationship. Of the 7,993 cases contained in the data file, 7,079 cases represent interviews with original panel members and 914 with surviving spouses of original respondents who died after the initial 1969 survey.
Curated

Retirement History Longitudinal Survey, 1979 (ICPSR 8344)

Released/updated on: 1992-02-16
Geographic coverage: United States
This longitudinal study is the last in a series of six surveys conducted to investigate the nature of retirement and the transition to a retirement lifestyle in the United States. The first longitudinal study to concentrate on the process of retirement and to include change over a period of time as an object of study, the six surveys in the Retirement History Longitudinal Survey (RHLS) aimed at learning in detail the connections between worklife characteristics, retirement timing, and the determinants of style, quality, and conduct of retirement. With the 1969 study as a baseline, this study, along with subsequent biennial studies since 1969, record the retirement process as it developed. To provide information on pre-retirement lives and attitudes of respondents, questions were asked regarding labor force history, retirement and retirement plans, health, household, family and social activities, income, assets, and debts for respondents and their spouses. Detailed information is provided on the sources and size of income and assets, as well as debts. Questions also focussed on retirement patterns and determinants of retirement timing, especially the relationship between pre-retirement income and expected post-retirement income. Also examined was the influence exerted by health, anticipated post-retirement needs and resources, employer policies, and significant work history. Labor force questions covered the respondents' occupation and attitude toward that occupation, number of hours worked, salary, unemployment, and job-seeking behavior. Information on retirement plans included whether and when the respondents planned to retire, reasons for retirement, whether they had made retirement plans, such as moving residences or working, expected expenses and resources, and subjective attitudes toward retirement. Respondents who were already partially or fully retired were asked to report retrospectively on retirement age, reasons for retirement, and whether they had planned for retirement prior to actually retiring. Questions on health experience pertained to the calendar year prior to the interview, and included receipts and costs of physical examinations and dentist visits, hospitalization, prescription and non-prescription medicines, other medical supplies and services, health insurance coverage and other resources for payment of medical expenses, and a measure of the respondent's own physical health. Questions were also asked concerning leisure activities, socialization, proximity and frequency of contact with close relatives, and receipt of financial support from relatives. Information on food and housing, property ownership, and transportation was also gathered to provide a measure of changes in retirement lifestyle. Demographic items specify race, sex, age, marital status, education, income, benefits amount, assets, debts, number of children and children attending school, and household composition and relationship. Of the 7,352 cases contained in the data file, 1,082 cases represent interviews with surviving spouses of the original respondents who died after the initial 1969 survey.
Curated
Simple Crosstabs

Survey of Consumer Attitudes and Behavior, Spring 1976 (ICPSR 7544)

Released/updated on: 2022-09-27
Geographic coverage: United States
This survey was undertaken to assess consumer sentiment and buying plans, as well as to provide information on retirement plans. Open-ended questions were asked concerning evaluations and expectations about personal finances, employment, price changes, and the national business situation. A series of questions addressed respondents' buying intentions for a house, automobiles, appliances, and other consumer durables, and respondents' appraisals of present market conditions for purchasing houses and other durables. Respondents were asked to give assessments of their financial status relative to the previous year, as well as their opinions of political leaders such as George Wallace, Gerald Ford, Jimmy Carter, Ronald Reagan, and Ted Kennedy, the freedom to make public speeches against democracy, the most important problems facing the country, racial integration, fuel cost increase, and their satisfaction with their income, health, standard of living, marriage, and their life as a whole. The survey also elicited respondents' feelings about their choice of presidential candidate in 1972, their political party identification, ideological leanings, their income tax filing and refunds, their anticipated age for retiring, retirement income and residence, and their car ownership and plans to buy a new one. Demographic variables include age, sex, race, marital status, education, occupation, employment status, and family income.
Curated

Survey of Consumer Attitudes and Behavior, Summer 1963 (ICPSR 3622)

Released/updated on: 1992-02-16
Geographic coverage: United States
This survey of consumer attitudes and expectations includes detailed information on old age insurance and private pension plans and their effect on the functioning of the economy, as well as information on the respondents' actual and expected family size. Questions were asked to help determine how pension plans influenced the attitudes and behavior of people long before their retirement. Open-ended questions were asked concerning evaluations and expectations about price changes, employment, recession, and the national business situation. Additional variables probe respondents' buying intentions for a house, automobiles, appliances, and other consumer durables, as well as respondents' appraisals of present market conditions for purchasing these items. Other variables probe respondents' opinions on a proposed government tax reduction and its effect on business conditions or employment, their own financial status relative to the previous year, and the Cold War between the former Soviet Union and the West. Data are also provided on respondents' house maintenance, total liquid assets, and savings and investments. Demographic variables provide information on age, sex, race, marital status, religion, education, occupation, and family income.
Curated
Simple Crosstabs

Survey of Long-Term Care Awareness and Planning, 2014 [United States] (ICPSR 36969)

Released/updated on: 2017-12-21
Geographic coverage: United States

The Survey of Long-Term Care Awareness and Planning was designed to measure the attitudes of Americans ages 40-70 towards long-term care (LTC), retirement planning, and insurance policy preferences. Few people have private LTC insurance, and Medicare does not cover LTC. Many older adults pay for LTC out of their income and personal savings until they are poor enough to qualify for Medicaid. Others, to avoid exhausting their financial resources and relying on Medicaid, depend on unpaid family support or go without needed services. The Survey of Long-Term Care Awareness and Planning collected data on LTC in order to help inform federal policy in this area.

The survey collected respondents' current health information, willingness to take risks, plans for disability care, retirement preparation, and insurance coverage. Part of the survey was a discrete choice experiment (DCE) or conjoint analysis designed to elicit respondent preferences on specific features of LTC insurance. This section included choices on daily benefit, benefit period, deductible period, health requirements, type of insurer, monthly premium, and voluntary or universal. Respondents were also asked about the types of investments they had, where they received health information, opinions on the US healthcare system, whether they had been diagnosed with specific health conditions, willingness to make lifestyle changes due to a disability, concerns about long-term disability care, and opinions on who should be responsible for the costs of LTC. Demographic information collected includes age, education, household size, race, gender, income, marital status, and region.

Curated
Simple Crosstabs

Swedish Adoption/Twin Study on Aging (SATSA), 1984, 1987, 1990, 1993, 2004, 2007, and 2010 (ICPSR 3843)

Released/updated on: 2015-05-13
Geographic coverage: Sweden, Global
Time period: 1984-01-01--2010-01-01
The Swedish Adoption/Twin Study on Aging (SATSA) was designed to study the origins of individual differences in aging and the environmental and genetic factors that are involved. SATSA began in 1984, and six additional waves were conducted in 1987, 1990, 1993, 2004, 2007, and 2010. The questionnaire was initially sent to all twins from the Swedish Twin Registry who were separated at an early age and raised apart; the survey was also administered to a control sample of twins who were raised together. The respondents were surveyed on items that included health status, how they were raised, work environment, alcohol consumption, and dietary and smoking habits, as well as questions about personality and attitudes; this information comprised the first component. The second component was collected from a subsample composed of 150 pairs of twins raised apart and 150 pairs of twins raised together. This subsample participated in seven waves of in-person testing, which included a health examination, structured interviews, and tests on functional capacity, cognitive abilities, and memory. The data are represented according to questionnaire and time number, and correspond to each wave/year: Questionnaire 1 and In-Person Testing Time 1 were in 1984; Questionnaire 2 and In-Person Testing Time 2 were in 1987; Questionnaire 3 and In-Person Testing Time 3 were in 1990; Questionnaire 4 and In-Person Testing Time 4 were in 1993; Questionnaire 5 was in 2003; In-Person Testing Time 5 was in 2004; Questionnaire 6 and In-Person Testing Time 6 were in 2007; In-Person Testing Time 7 was in 2010. The Administrative and Cognitive datasets include data from all years/waves. The Smell Survey dataset only includes data from 1990. No years were specified for the Contact measures and Separation measures datasets. Demographic and background information includes age, sex, education, family history, household composition and employment.