Baby Boomer Retirement Security: the Roles of Planning, Financial Literacy, and Housing Wealth

The research reported herein was pursuant to a grant from the US Social Security Administration (SSA) funded as part of the Michigan Retirement Research Center (MRRC) and the Pension Research Council at the Wharton School. The authors thank Honggao Cao, John Leahy, Bill Rodgers, David Weir, and participants to the Carnegie-Rochester Conference on Public Policy in April 2006 for suggestions and comments. Jason Beeler provided excellent research assistance. Opinions, errors, and conclusions are solely those of the authors and do not represent the views of the SSA, any agency of the Federal Government, or the MRRC. The views expressed herein are those of the author(s) and do not necessarily reflect the views of the National Bureau of Economic Research.