Back to Main Retirement Research Page

Retirement Research

Income from Retirement Plans

SOI Joint Statistical Research Program

When I’m 64 (or Thereabouts): Changes in Income from Middle Age to Old Age (pdf)

Imagine All the People: Using Tax Data to Build a Representative Sample of the US Population (pdf)

Comparing the Current Population Survey to Income Tax Data (pdf)

Decoding Retirement: A Detailed Look at Retirement Distributions Reported on Tax Returns (pdf)

Reconciling Form 1040 and Form 1099-R Data (pdf)

Fact Sheet: Most Americans Maintain or Increase Spendable Income After Claiming Social Security, Tax Data Show (pdf)

Using Panel Tax Data to Examine the Transition to Retirement (pdf)

A Look at Private-Sector Retirement Plan Income After ERISA

A Look at Private-Sector Retirement Plan Income After ERISA, 2015 (pdf)

Supplemental Tables: A Look at Private-Sector Retirement Plan Income After ERISA, 2015 (xls)

A Look at Private-Sector Retirement Plan Income After ERISA, 2013 (pdf)

Supplemental Tables: A Look at Private-Sector Retirement Plan Income After ERISA, 2013 (xls)

A Look at Private-Sector Retirement Plan Income After ERISA, 2012 (pdf)

Supplemental Tables: A Look at Private-Sector Retirement Plan Income After ERISA, 2012 (xls)

A Look at Private-Sector Retirement Plan Income After ERISA, 2011 (pdf)

Supplemental Tables: A Look at the Private-Sector Retirement Plan Income After ERISA, 2011 (xls)

A Look at Private-Sector Retirement Plan Income After ERISA, 2010 (pdf)

Supplemental Tables: A Look at Private-Sector Retirement Plan Income After ERISA, 2010 (xls)

A Look at Private-Sector Retirement Plan Income After ERISA (pdf)

Appendix: A Look at Private-Sector Retirement Plan Income After ERISA (pdf)

DC Plan Distribution Choices

Defined Contribution Plan Distribution Choices at Retirement: A Survey of Employees Retiring Between 2002 and 2007 (pdf)

Defined Contribution Plan Distribution Choices at Retirement: A Survey of Employees Retiring Between 1995 and 2000 (pdf)