Retirement Incentives and Decisions Across the Income Distribution: Evidence in Canada

Sources of support:

“Each author of a submitted article should identify each interested party from whom he or she has received significant financial support, summing to at least $10,000 in the past three years…”

The following corresponds to the calendar years 2021-2024. Below is a complete listing of sources of support that exceed $10,000. For several of these, a grant flowed through a research organization. I have tried to list both the research organization and ultimate source of the funds.

1. University of British Columbia: salary. (2021 2022 2023 2024)

2. Canadian Institutes of Health Research: Insight Development Grant. (2021 2022 2023 2024)

3. C.D. Howe Institute, stipend for role as Scholar-in-Residence (2021 2022 2023)

4. Employment and Social Development Canada: personal services agreement for consulting, re microsimulation (2021 2022 2023 2024)

5. Privy Council Office: Interchange Agreement (ie ‘secondment’) June 2020-April 2021 (2020 2021).

Relevant paid or unpaid positions:

“Each author should disclose any paid or unpaid positions as officer, director, or board member of relevant non-profit advocacy organizations or profit-making entities.”

The following list covers activities in the years 2021-2024:

1. Editor, Canadian Tax Journal. (Paid) (2021 2022 2023 2024)

2. Associate Editor, Journal of Pension Economics and Finance. (Unpaid) (2021 2022 2023 2024)

3. Academic Director, Centre for Innovative Data in Economic Research. (Stipend) (2021 2022)

4. President and shareholder of KAYEMM CONSULTANCY INCORPORATED, through which some of the above funds have been received. (2021 2022 2023 2024)

Disclosure for close relative or partner

Married to Sharon Hsueh-Ju Hu since 2019.

Additional affiliations:

1. Research Associate, National Bureau of Economic Research. (Unpaid) (2021 2022 2023 2024)

2. Scholar-in-Residence, C.D. Howe Institute. (Stipend) (2021 2022 2023)

Asset disclosure:

I and my wife hold shares in companies through broadly-diversified mutual funds and investment vehicles. I do not directly hold shares of any individual corporation (except for KAYEMM CONSULTANCY as noted above).

Political activity:

I am not a member of any political party at the municipal, provincial, or federal levels. I have occasional policy conversations with policymakers from many parties, as well as government officials at the municipal, provincial, and federal levels.

Right to review:

None of these organizations had a right to review or edit my published work, except when they acted as the publisher.