NATIONAL BUREAU OF ECONOMIC RESEARCH
NATIONAL BUREAU OF ECONOMIC RESEARCH

Were They Prepared for Retirement? Financial Status at Advanced Ages in the HRS and AHEAD Cohorts

James M. Poterba, Steven F. Venti, David A. Wise

NBER Working Paper No. 17824
Issued in February 2012

---- Acknowledgements -----

Poterba is a trustee of the College Retirement Equity Fund and the TIAA-CREF mutual funds, which provide retirement saving products. This research has been supported by the National Institute of Aging through grant P01 AG005842. The views expressed herein are those of the authors and do not necessarily reflect the views of the National Bureau of Economic Research.

---- Disclosure of Financial Relationships for James M. Poterba -----

In addition to my role as a faculty member at MIT, I am engaged in a number of outside activities. In the last three years, I have been:

(i) President of the National Bureau of Economic Research, a non-profit organization devoted to economic research (www.nber.org).

(ii) Trustee of the College Retirement Equity Fund (CREF) and independent director of the TIAA-CREF mutual funds (www.tiaa-cref.org).

(iii) Trustee of the Alfred P. Sloan Foundation (www.sloan.org). (since June 2009)

(iv) Member of the Panel of Economic Advisers at the Congressional Budget Office (www.cbo.gov).

(v) Director, the Jeffrey Company and the Jeflion Company. (until June 2010)

(vi) I periodically receive compensation for lectures or presentations. During the last three years, I have received amounts in excess of $500 from each of the following organizations: The Bradley Foundation, Clemson University, Dimensional Fund Advisers, DuPont, the Economic and Social Research Institute (Dublin), the Institute for Fiscal Studies (London), the Investment Company Institute, the Lincoln Institute of Land Policy, the Oxford University Press, Tulane University, the University of Illinois, and the University of Wisconsin.

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