NATIONAL BUREAU OF ECONOMIC RESEARCH
NATIONAL BUREAU OF ECONOMIC RESEARCH

Health, Education, and the Post-Retirement Evolution of Household Assets

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

NBER Working Paper No. 18695
Issued in January 2013

---- Acknowledgements -----

This research was supported by the National Institute on Aging through grant number P01 AG005842, and from the U.S. Social Security Administration through grants #10-M-98363-1-01 and #5 RRC0898400-03 to the National Bureau of Economic Research as part of the SSA Retirement Research Consortium. We are grateful for the comments of two reviewers of the paper and from the editor of the Journal of Human Capital. Poterba is a trustee of the College Retirement Equity Fund (CREF), a provider of retirement income services. 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 NBER. 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, the Institute for Fiscal Studies (London), the Investment Company Institute, Queens University, Tulane University, and the University of Rochester.

---- 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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