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Retirement History Longitudinal Survey, 1973 [electronic resource]

Social Security Administration
Computer Resource; Online
Ann Arbor, Mich. Inter-university Consortium for Political and Social Research [distributor] 1984
ICPSR (Series)
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AVAILABLE. This study is freely available to ICPSR member institutions.
This longitudinal study is the third in a series of six surveys conducted to investigate the nature of retirement and the transition to a retirement lifestyle in the United States. The first longitudinal study to concentrate on the process of retirement and to include change over a period of time as an object of study, the six surveys in the Retirement History Longitudinal Survey (RHLS) aimed at learning in detail the connections between worklife characteristics, retirement timing, and the determinants of style, quality, and conduct of retirement. With the 1969 study as a baseline, this study, along with subsequent biennial studies, record the retirement process as it developed. To provide information on pre-retirement lives and attitudes of respondents, questions were asked regarding labor force history, retirement and retirement plans, health, household, family and social activities, income, assets, and debts for respondents and their spouses. Detailed information is provided on the sources and size of income and assets, as well as debts. Questions also focussed on retirement patterns and determinants of retirement timing, especially the relationship between pre-retirement income and expected post-retirement income. Also examined was the influence exerted by health, anticipated post-retirement needs and resources, employer policies, and significant work history. Labor force questions covered the respondents' occupation and attitude toward that occupation, number of hours worked, salary, unemployment, and job-seeking behavior. Information on retirement plans included whether and when the respondents planned to retire, reasons for retirement, whether they had made retirement plans, such as moving residences or working, expected expenses and resources, and subjective attitudes toward retirement. Respondents who were already partially or fully retired were asked to report retrospectively on retirement age, reasons for retirement, and whether they had planned for retirement prior to actually retiring. Questions on health experience pertained to the calendar year prior to the interview, and included receipts and costs of physical examinations and dentist visits, hospitalization, prescription and non-prescription medicines, other medical supplies and services, health insurance coverage and other resources for payment of medical expenses, and a measure of the respondent's own physical health. Questions were also asked concerning activity and income, including proximity and frequency of contact with close relatives, and receipt of financial support from relatives. Information on food and housing, transportation, gifts, and travel expenses was also gathered to provide a measure of changes in retirement lifestyle. Demographic items specify sex, age, marital status, education, income, benefits amount, assets, debts, number of children and children attending school, and household composition and relationship. Of the 9,423 cases included in the data file, 495 cases represent interviews with surviving spouses of the original respondents who died sometime after the original 1969 survey.
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ICPSR 7685
ICPSR (Series) 7685
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