NATIONAL BUREAU OF ECONOMIC RESEARCH
NATIONAL BUREAU OF ECONOMIC RESEARCH

The Nexus of Social Security Benefits, Health, and Wealth at Death

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

NBER Working Paper No. 18658
Issued in December 2012

---- Acknowledgements -----

This research was supported by the U.S. Social Security Administration through grant #5 RRC08098100-04-00 to the National Bureau of Economic Research as part of the SSA Retirement Research Consortium. Funding was also provided through grant number P01 AG005842 from the National Institute on Aging. Poterba is a trustee of the College Retirement Equity Fund (CREF), a provider of retirement income services. We are very grateful to Jon Skinner for very helpful comments. The findings and conclusions expressed are solely those of the authors and do not represent the views of SSA, any agency of the Federal Government, TIAA-CREF, or 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.

---- Disclosure of Financial Relationships for David A. Wise -----

David Wise received support for this research from the National Institute on Aging, grant numbers P01-AG005842

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