Questionnaire Public Report

04/09/2019 03:31:00 PM

Cohort:

National Longitudinal Survey of Youth 1979

Round:

NLSY79 Round 28

Instrument :

R28 Youth Main Field

  1. Retirement Expectations

 

 

RETIRE_FIN_INTRO

Section: Retirement Expectations

Next I have a few questions about your plans for the future.

People rely on various sources of income when they are older. These may include Social Security, retirement savings, new jobs, or assistance from family. I'd like to ask about the resources you plan to rely on when you reach the age at which most people retire.

Default Next:

RETIRE_FIN_DISCHK

Lead-In:

ROTTER_LINT [1:1], TIPI10 [Default]


 

RETIRE_FIN_DISCHK

Section: Retirement Expectations

[{R_disability}]==1

If Answer = 1 Then Go To RETIRE_FIN_DIS

Default Next:

RETIRE_FIN_SSCHK1

Lead-In:

RETIRE_FIN_INTRO [Default]


 

RETIRE_FIN_DIS

Section: Retirement Expectations

You mentioned earlier that you were receiving disability payments. Will you continue to get disability payments in retirement?

 

1   YES

 

0   NO

 

Default Next:

RETIRE_FIN_SSCHK1

Lead-In:

RETIRE_FIN_DISCHK [1:1]


 

RETIRE_FIN_SSCHK1

Section: Retirement Expectations

[{R_socialsec}]==1

If Answer = 1 Then Go To RETIRE_FIN_SSCHK2

Default Next:

RETIRE_FIN_SS3

Lead-In:

RETIRE_FIN_DISCHK [Default], RETIRE_FIN_DIS [Default]


 

RETIRE_FIN_SSCHK2

Section: Retirement Expectations

[{rsocsec_pcy}]==0

If Answer = 1 Then Go To RETIRE_FIN_SS2A_REF_1

Default Next:

RETIRE_FIN_SS2B

Lead-In:

RETIRE_FIN_SSCHK1 [1:1]


 

RETIRE_FIN_SS2A_REF_1

Section: Retirement Expectations

([q13-5 refusal flag] == 1 || [q13-9 refusal flag] == 1 || [{q13_31br_ref}] == 1 || [{rira1_ref}] == 1 || [{rira2_ref}] == 1 || [{rannuities_ref}] == 1 || [{rpensions_ref}] == 1 || [{q13_70_ssr_ref}] == 1 || [q13_70_disr_ref(1)] == 1 || [q13_70_disr_ref(2)] == 1 || [q13_70_disr_ref(3)] == 1 || [{q13_70_vetr_ref}] == 1 || [q13-18 refusal flag] == 1 || [q13-24 refusal flag] == 1 || [{q13_31bsp_ref}] == 1 || [{spira1_ref}] == 1 || [{spira2_ref}] == 1 || [{spannuities_ref}] == 1 || [{sppensions_ref}] == 1 || [{q13_70_sssp_ref}] == 1 || [q13_70_dissp_ref(1)] == 1 || [q13_70_dissp_ref(2)] == 1 || [q13_70_dissp_ref(3)] == 1 || [{q13_70_vetsp_ref}] == 1 || [q13-73 refusal flag] == 1 || [q13-73a refusal flag] == 1 || [q13-75 refusal flag] == 1 || [{q13_81_new_ref}] == 1)

COMMENT: R already refuse previous estimates?

If Answer = 1 Then Go To RETIRE_FIN_SS2A_REF_2

Default Next:

RETIRE_FIN_SS2A

Lead-In:

RETIRE_FIN_SSCHK2 [1:1]


 

RETIRE_FIN_SS2A

Section: Retirement Expectations

You told us earlier that you were receiving Social Security retirement benefits.

About how much are those benefits, per month?

INTERVIEWER: WE WILL ONLY ASK ABOUT THE RESPONDENT'S SOCIAL SECURITY RETIREMENT BENEFITS IN THIS QUESTION. WE WILL ASK ABOUT THE SPOUSE/PARTNER'S LATER.

 

If Answer = -2 Then Go To RETIRE_FIN_SS2A_SR000001
If Answer = -1 Then Go To RETIRE_FIN_SS2A_REF_2

Default Next:

RETIRE_FIN_SS2B

Lead-In:

RETIRE_FIN_SS2A_REF_1 [Default]


 

RETIRE_FIN_SS2A_SR000001

Section: Retirement Expectations

Can you give me an approximate range for that amount?

(INTERVIEWER: IT IS ACCEPTABLE FOR RESPONDENT TO REPORT UPPER AND LOWER RANGES VERY CLOSE TOGETHER, OR THE SAME FIGURE FOR UPPER AND LOWER RANGE IF A SPECIFIC NUMBER.)

More than: 

 

RETIRE_FIN_SS2A_SR000002

Section: Retirement Expectations

 

Less than: 

If Answer >= -2 AND Answer <= -1 Then Go To RETIRE_FIN_SS2A_REF_2

Default Next:

RETIRE_FIN_SS2B

Lead-In:

RETIRE_FIN_SS2A_SR000001 [Default]


 

RETIRE_FIN_SS2A_REF_2

Section: Retirement Expectations

([estimate amount of total income from wages and salary in past calendar year] == -1 || [estimate income from farm/business/professional practice in past calendar year] == -1 || [{q13_31br_refe}] == -1 || [{rira1_refe}] == -1 || [{rira2_refe}] == -1 || [{rannuities_refe}] == -1 || [{rpensions_refe}] == -1 || [{q13_70_ssr_refe}] == -1 || [q13_70_disr_refe(1)] == -1 || [q13_70_disr_refe(2)] == -1 || [q13_70_disr_refe(3)] == -1 || [{q13_70_vetr_refe}] == -1 || [estimate amount spar received from wages, salary, commissions and tips from all (other) jobs, before deductions for taxes or anything else] == -1 || [amount spouse received after expenses from farm/business/professional practice] == -1 || [{q13_31bsp_refe}] == -1 || [{spira1_refe}] == -1 || [{spira2_refe}] == -1 || [{spannuities_refe}] == -1 || [{sppensions_refe}] == -1 || [{q13_70_sssp_refe}] == -1 || [q13_70_dissp_refe(1)] == -1 || [q13_70_dissp_refe(2)] == -1 || [q13_70_dissp_refe(3)] == -1 || [{q13_70_vetsp_refe}] == -1 || [estimate market value or amount that respondent/spar received since dli from estates/trusts/inheritances] == -1 || [estimate market value respondent/spar received from estates/trusts/inheritances since dli] == -1 || [estimate income received by respondent/spar in past calendar year] == -1 || [{q13_81_new_refe}]==-1)

COMMENT: R already refuse previous estimates?

If Answer = 1 Then Go To RETIRE_FIN_SS2B

Default Next:

RETIRE_FIN_SS2A_UAB_A

Lead-In:

RETIRE_FIN_SS2A_REF_1 [1:1], RETIRE_FIN_SS2A [‑1:-1], RETIRE_FIN_SS2A_SR000002 [‑2:-1]


 

RETIRE_FIN_SS2A_UAB_A

Section: Retirement Expectations

(READ IF NECESSARY: You told us earlier that you were receiving Social Security retirement benefits. About how much are those benefits, per month?)

Would it amount to $1,500 or more?

 

1   YES   ...(Go To RETIRE_FIN_SS2A_UAB_C)

 

0   NO   ...(Go To RETIRE_FIN_SS2A_UAB_B)

 

Default Next:

RETIRE_FIN_SS2B

Lead-In:

RETIRE_FIN_SS2A_REF_2 [Default]


 

RETIRE_FIN_SS2A_UAB_B

Section: Retirement Expectations

Would it amount to $1000 or more?

 

1   YES

 

0   NO

 

Default Next:

RETIRE_FIN_SS2B

Lead-In:

RETIRE_FIN_SS2A_UAB_A [0:0]


 

RETIRE_FIN_SS2A_UAB_C

Section: Retirement Expectations

Would it amount to $2,000 or more?

 

1   YES

 

0   NO

 

Default Next:

RETIRE_FIN_SS2B

Lead-In:

RETIRE_FIN_SS2A_UAB_A [1:1]


 

RETIRE_FIN_SS2B

Section: Retirement Expectations

(You told us earlier that you were receiving Social Security retirement benefits.) At what age did you claim these?

 

 

Default Next:

RETIRE_FIN_PENCHK1

Lead-In:

RETIRE_FIN_SS2A_REF_2 [1:1], RETIRE_FIN_SSCHK2 [Default], RETIRE_FIN_SS2A [Default], RETIRE_FIN_SS2A_SR000002 [Default], RETIRE_FIN_SS2A_UAB_A [Default], RETIRE_FIN_SS2A_UAB_B [Default], RETIRE_FIN_SS2A_UAB_C [Default]


 

RETIRE_FIN_SS3

Section: Retirement Expectations

Do you expect to receive Social Security retirement benefits at some time in the future?

 

1   YES   ...(Go To RETIRE_FIN_SS4)

 

0   NO

 

Default Next:

RETIRE_FIN_PENCHK1

Lead-In:

RETIRE_FIN_SSCHK1 [Default]


 

RETIRE_FIN_SS4

Section: Retirement Expectations

At what age do you expect to start collecting these retirement benefits?

 

 

Default Next:

RETIRE_FIN_SS5_REF_1

Lead-In:

RETIRE_FIN_SS3 [1:1]


 

RETIRE_FIN_SS5_REF_1

Section: Retirement Expectations

([q13-5 refusal flag] == 1 || [q13-9 refusal flag] == 1 || [{q13_31br_ref}] == 1 || [{rira1_ref}] == 1 || [{rira2_ref}] == 1 || [{rannuities_ref}] == 1 || [{rpensions_ref}] == 1 || [{q13_70_ssr_ref}] == 1 || [q13_70_disr_ref(1)] == 1 || [q13_70_disr_ref(2)] == 1 || [q13_70_disr_ref(3)] == 1 || [{q13_70_vetr_ref}] == 1 || [q13-18 refusal flag] == 1 || [q13-24 refusal flag] == 1 || [{q13_31bsp_ref}] == 1 || [{spira1_ref}] == 1 || [{spira2_ref}] == 1 || [{spannuities_ref}] == 1 || [{sppensions_ref}] == 1 || [{q13_70_sssp_ref}] == 1 || [q13_70_dissp_ref(1)] == 1 || [q13_70_dissp_ref(2)] == 1 || [q13_70_dissp_ref(3)] == 1 || [{q13_70_vetsp_ref}] == 1 || [q13-73 refusal flag] == 1 || [q13-73a refusal flag] == 1 || [q13-75 refusal flag] == 1 || [{q13_81_new_ref}] == 1 || [{retire_fin_ss2a_ref}] == 1)

COMMENT: R already refuse previous estimates?

If Answer = 1 Then Go To RETIRE_FIN_SS5_REF_2

Default Next:

RETIRE_FIN_SS5

Lead-In:

RETIRE_FIN_SS4 [Default]


 

RETIRE_FIN_SS5

Section: Retirement Expectations

About how much will those benefits be per month?

 

If Answer = -2 Then Go To RETIRE_FIN_SS5_SR000001
If Answer = -1 Then Go To RETIRE_FIN_SS5_REF_2

Default Next:

RETIRE_FIN_PENCHK1

Lead-In:

RETIRE_FIN_SS5_REF_1 [Default]


 

RETIRE_FIN_SS5_SR000001

Section: Retirement Expectations

Can you give me an approximate range for that amount?

(INTERVIEWER: IT IS ACCEPTABLE FOR RESPONDENT TO REPORT UPPER AND LOWER RANGES VERY CLOSE TOGETHER, OR THE SAME FIGURE FOR UPPER AND LOWER RANGE IF A SPECIFIC NUMBER.)

More than: 

 

RETIRE_FIN_SS5_SR000002

Section: Retirement Expectations

 

Less than: 

If Answer >= -2 AND Answer <= -1 Then Go To RETIRE_FIN_SS5_REF_2

Default Next:

RETIRE_FIN_PENCHK1

Lead-In:

RETIRE_FIN_SS5_SR000001 [Default]


 

RETIRE_FIN_SS5_REF_2

Section: Retirement Expectations

([estimate amount of total income from wages and salary in past calendar year] == -1 || [estimate income from farm/business/professional practice in past calendar year] == -1 || [{q13_31br_refe}] == -1 || [{rira1_refe}] == -1 || [{rira2_refe}] == -1 || [{rannuities_refe}] == -1 || [{rpensions_refe}] == -1 || [{q13_70_ssr_refe}] == -1 || [q13_70_disr_refe(1)] == -1 || [q13_70_disr_refe(2)] == -1 || [q13_70_disr_refe(3)] == -1 || [{q13_70_vetr_refe}] == -1 || [estimate amount spar received from wages, salary, commissions and tips from all (other) jobs, before deductions for taxes or anything else] == -1 || [amount spouse received after expenses from farm/business/professional practice] == -1 || [{q13_31bsp_refe}] == -1 || [{spira1_refe}] == -1 || [{spira2_refe}] == -1 || [{spannuities_refe}] == -1 || [{sppensions_refe}] == -1 || [{q13_70_sssp_refe}] == -1 || [q13_70_dissp_refe(1)] == -1 || [q13_70_dissp_refe(2)] == -1 || [q13_70_dissp_refe(3)] == -1 || [{q13_70_vetsp_refe}] == -1 || [estimate market value or amount that respondent/spar received since dli from estates/trusts/inheritances] == -1 || [estimate market value respondent/spar received from estates/trusts/inheritances since dli] == -1 || [estimate income received by respondent/spar in past calendar year] == -1 || [{q13_81_new_refe}] == -1 || [{retire_fin_ss2a_refe}] == -1)

COMMENT: R already refuse previous estimates?

If Answer = 1 Then Go To RETIRE_FIN_PENCHK1

Default Next:

RETIRE_FIN_SS5_UAB_A

Lead-In:

RETIRE_FIN_SS5_REF_1 [1:1], RETIRE_FIN_SS5 [‑1:-1], RETIRE_FIN_SS5_SR000002 [‑2:-1]


 

RETIRE_FIN_SS5_UAB_A

Section: Retirement Expectations

[About how much will those benefits be per month?]

Would it amount to $1,500 or more?

 

1   YES   ...(Go To RETIRE_FIN_SS5_UAB_C)

 

0   NO   ...(Go To RETIRE_FIN_SS5_UAB_B)

 

Default Next:

RETIRE_FIN_PENCHK1

Lead-In:

RETIRE_FIN_SS5_REF_2 [Default]


 

RETIRE_FIN_SS5_UAB_B

Section: Retirement Expectations

Would it amount to $1000 or more?

 

1   YES

 

0   NO

 

Default Next:

RETIRE_FIN_PENCHK1

Lead-In:

RETIRE_FIN_SS5_UAB_A [0:0]


 

RETIRE_FIN_SS5_UAB_C

Section: Retirement Expectations

Would it amount to $2,000 or more?

 

1   YES

 

0   NO

 

Default Next:

RETIRE_FIN_PENCHK1

Lead-In:

RETIRE_FIN_SS5_UAB_A [1:1]


 

RETIRE_FIN_PENCHK1

Section: Retirement Expectations

[{R_pension}]==1

If Answer = 1 Then Go To RETIRE_FIN_PEN2

Default Next:

RETIRE_FIN_PEN1

Lead-In:

RETIRE_FIN_SS5_REF_2 [1:1], RETIRE_FIN_SS2B [Default], RETIRE_FIN_SS3 [Default], RETIRE_FIN_SS5 [Default], RETIRE_FIN_SS5_SR000002 [Default], RETIRE_FIN_SS5_UAB_A [Default], RETIRE_FIN_SS5_UAB_B [Default], RETIRE_FIN_SS5_UAB_C [Default]


 

RETIRE_FIN_PEN1

Section: Retirement Expectations

Do you have a retirement plan from a current or former employer including the military?

(
READ IF NECESSARY: These plans include 403Bs, 457 plans Thrift Savings Plans, profit sharing, or stock bonus plans as well as traditional pension plans which use years of service and salary to determine a monthly benefit.)

 

1   YES   ...(Go To RETIRE_FIN_PEN2)

 

0   NO

 

Default Next:

RETIRE_FIN_PEN12

Lead-In:

RETIRE_FIN_PENCHK1 [Default]


 

RETIRE_FIN_PEN2

Section: Retirement Expectations

There are two basic kinds of retirement plans. We will describe these and see which you might have.

Default Next:

RETIRE_FIN_PEN3

Lead-In:

RETIRE_FIN_PENCHK1 [1:1], RETIRE_FIN_PEN1 [1:1]


 

RETIRE_FIN_PEN3

Section: Retirement Expectations

In a defined contribution plan, the worker holds a retirement account through the employer. The worker, the employer, or both, make contributions that are invested so the total amount in the account can go up or down based on how the market does. An example of this type of plan is a 401K. Do you have any defined contribution accounts?

(
READ IF NECESSARY: Other plan types include: 403Bs, 457 plans Thrift Savings Plans, profit sharing, or stock bonus plans)

IF RESPONDENT VOLUNTEERS THAT THEIR PLAN HAS FEATURES OF THIS TYPE OF PLAN AS WELL AS DEFINED BENEFIT PLAN, PLEASE HAVE THEM ANSWER YES TO BOTH QUESTIONS.

 

1   YES

 

0   NO

 

Default Next:

RETIRE_FIN_PEN4

Lead-In:

RETIRE_FIN_PEN2 [Default]


 

RETIRE_FIN_PEN4

Section: Retirement Expectations

A defined benefit plan promises a specific monthly amount at retirement. The amount the worker gets is usually calculated by a fixed formula based on factors such as years of service and salary. Do you have any defined benefit plans?

(
READ IF NECESSARY: Some people think of this type of plan as a ‘traditional pension plan'.)

IF RESPONDENT VOLUNTEERS THAT THEIR PLAN HAS FEATURES OF THIS TYPE OF PLAN AS WELL AS DEFINED CONTRIBUTION PLAN, PLEASE HAVE THEM ANSWER YES TO BOTH QUESTIONS.

 

1   YES

 

0   NO

 

Default Next:

RETIRE_FIN_PEN5

Lead-In:

RETIRE_FIN_PEN3 [Default]


 

RETIRE_FIN_PEN5

Section: Retirement Expectations

Do you have any other types of retirement plans from your current or past employers that we haven't already discussed?

 

1   YES

 

2   NO

 

Default Next:

RETIRE_FIN_PENCHK2

Lead-In:

RETIRE_FIN_PEN4 [Default]


 

RETIRE_FIN_PENCHK2

Section: Retirement Expectations

[{PEN_DB}]==1

If Answer = 1 Then Go To RETIRE_FIN_PEN6

Default Next:

RETIRE_FIN_PENCHK4

Lead-In:

RETIRE_FIN_PEN5 [Default]


 

RETIRE_FIN_PEN6

Section: Retirement Expectations

Are you currently receiving any payments from your defined benefit plans?

READ IF NECESSARY: These benefits are determined through a formula involving salary and years of service. These plans are sometimes thought of as Traditional Retirement Plans. Please include any pension income that you told me about earlier when I was asking about your income in calendar year 2017.

 

1   YES   ...(Go To RETIRE_FIN_PEN7_REF_1)

 

0   NO

 

Default Next:

RETIRE_FIN_PEN10_REF_1

Lead-In:

RETIRE_FIN_PENCHK2 [1:1]


 

RETIRE_FIN_PEN7_REF_1

Section: Retirement Expectations

([q13-5 refusal flag] == 1 || [q13-9 refusal flag] == 1 || [{q13_31br_ref}] == 1 || [{rira1_ref}] == 1 || [{rira2_ref}] == 1 || [{rannuities_ref}] == 1 || [{rpensions_ref}] == 1 || [{q13_70_ssr_ref}] == 1 || [q13_70_disr_ref(1)] == 1 || [q13_70_disr_ref(2)] == 1 || [q13_70_disr_ref(3)] == 1 || [{q13_70_vetr_ref}] == 1 || [q13-18 refusal flag] == 1 || [q13-24 refusal flag] == 1 || [{q13_31bsp_ref}] == 1 || [{spira1_ref}] == 1 || [{spira2_ref}] == 1 || [{spannuities_ref}] == 1 || [{sppensions_ref}] == 1 || [{q13_70_sssp_ref}] == 1 || [q13_70_dissp_ref(1)] == 1 || [q13_70_dissp_ref(2)] == 1 || [q13_70_dissp_ref(3)] == 1 || [{q13_70_vetsp_ref}] == 1 || [q13-73 refusal flag] == 1 || [q13-73a refusal flag] == 1 || [q13-75 refusal flag] == 1 || [{q13_81_new_ref}] == 1 || [{retire_fin_ss2a_ref}] == 1 || [{retire_fin_ss5_ref}] == 1)

COMMENT: R already refuse previous estimates?

If Answer = 1 Then Go To RETIRE_FIN_PEN7_REF_2

Default Next:

RETIRE_FIN_PEN7

Lead-In:

RETIRE_FIN_PEN6 [1:1]


 

RETIRE_FIN_PEN7

Section: Retirement Expectations

How much are you receiving per month?

 

If Answer = -2 Then Go To RETIRE_FIN_PEN7_SR000001
If Answer = -1 Then Go To RETIRE_FIN_PEN7_REF_2

Default Next:

RETIRE_FIN_PEN8

Lead-In:

RETIRE_FIN_PEN7_REF_1 [Default]


 

RETIRE_FIN_PEN7_SR000001

Section: Retirement Expectations

Can you give me an approximate range for that amount?

(INTERVIEWER: IT IS ACCEPTABLE FOR RESPONDENT TO REPORT UPPER AND LOWER RANGES VERY CLOSE TOGETHER, OR THE SAME FIGURE FOR UPPER AND LOWER RANGE IF A SPECIFIC NUMBER.)

More than: 

 

RETIRE_FIN_PEN7_SR000002

Section: Retirement Expectations

 

Less than: 

If Answer >= -2 AND Answer <= -1 Then Go To RETIRE_FIN_PEN7_REF_2

Default Next:

RETIRE_FIN_PEN8

Lead-In:

RETIRE_FIN_PEN7_SR000001 [Default]


 

RETIRE_FIN_PEN7_REF_2

Section: Retirement Expectations

([estimate amount of total income from wages and salary in past calendar year] == -1 || [estimate income from farm/business/professional practice in past calendar year] == -1 || [{q13_31br_refe}] == -1 || [{rira1_refe}] == -1 || [{rira2_refe}] == -1 || [{rannuities_refe}] == -1 || [{rpensions_refe}] == -1 || [{q13_70_ssr_refe}] == -1 || [q13_70_disr_refe(1)] == -1 || [q13_70_disr_refe(2)] == -1 || [q13_70_disr_refe(3)] == -1 || [{q13_70_vetr_refe}] == -1 || [estimate amount spar received from wages, salary, commissions and tips from all (other) jobs, before deductions for taxes or anything else] == -1 || [amount spouse received after expenses from farm/business/professional practice] == -1 || [{q13_31bsp_refe}] == -1 || [{spira1_refe}] == -1 || [{spira2_refe}] == -1 || [{spannuities_refe}] == -1 || [{sppensions_refe}] == -1 || [{q13_70_sssp_refe}] == -1 || [q13_70_dissp_refe(1)] == -1 || [q13_70_dissp_refe(2)] == -1 || [q13_70_dissp_refe(3)] == -1 || [{q13_70_vetsp_refe}] == -1 || [estimate market value or amount that respondent/spar received since dli from estates/trusts/inheritances] == -1 || [estimate market value respondent/spar received from estates/trusts/inheritances since dli] == -1 || [estimate income received by respondent/spar in past calendar year] == -1 || [{q13_81_new_refe}] == -1 || [{retire_fin_ss2a_refe}] == -1 || [{retire_fin_ss5_refe}] == -1)

COMMENT: R already refuse previous estimates?

If Answer = 1 Then Go To RETIRE_FIN_PEN8

Default Next:

RETIRE_FIN_PEN7_UAB_A

Lead-In:

RETIRE_FIN_PEN7_REF_1 [1:1], RETIRE_FIN_PEN7 [‑1:-1], RETIRE_FIN_PEN7_SR000002 [‑2:-1]


 

RETIRE_FIN_PEN7_UAB_A

Section: Retirement Expectations

[How much are you receiving per month?]

Would it amount to $2,500 or more?

 

1   YES   ...(Go To RETIRE_FIN_PEN7_UAB_C)

 

0   NO   ...(Go To RETIRE_FIN_PEN7_UAB_B)

 

Default Next:

RETIRE_FIN_PEN8

Lead-In:

RETIRE_FIN_PEN7_REF_2 [Default]


 

RETIRE_FIN_PEN7_UAB_B

Section: Retirement Expectations

Would it amount to $1,200 or more?

 

1   YES

 

0   NO

 

Default Next:

RETIRE_FIN_PEN8

Lead-In:

RETIRE_FIN_PEN7_UAB_A [0:0]


 

RETIRE_FIN_PEN7_UAB_C

Section: Retirement Expectations

Would it amount to $5,000 or more?

 

1   YES

 

0   NO

 

Default Next:

RETIRE_FIN_PEN8

Lead-In:

RETIRE_FIN_PEN7_UAB_A [1:1]


 

RETIRE_FIN_PEN8

Section: Retirement Expectations

Do you have other defined benefit plans from which you have not started to receive benefits yet?

 

1   YES   ...(Go To RETIRE_FIN_PEN9_REF_1)

 

0   NO

 

Default Next:

RETIRE_FIN_PENCHK4

Lead-In:

RETIRE_FIN_PEN7_REF_2 [1:1], RETIRE_FIN_PEN7 [Default], RETIRE_FIN_PEN7_SR000002 [Default], RETIRE_FIN_PEN7_UAB_A [Default], RETIRE_FIN_PEN7_UAB_B [Default], RETIRE_FIN_PEN7_UAB_C [Default]


 

RETIRE_FIN_PEN9_REF_1

Section: Retirement Expectations

([q13-5 refusal flag] == 1 || [q13-9 refusal flag] == 1 || [{q13_31br_ref}] == 1 || [{rira1_ref}] == 1 || [{rira2_ref}] == 1 || [{rannuities_ref}] == 1 || [{rpensions_ref}] == 1 || [{q13_70_ssr_ref}] == 1 || [q13_70_disr_ref(1)] == 1 || [q13_70_disr_ref(2)] == 1 || [q13_70_disr_ref(3)] == 1 || [{q13_70_vetr_ref}] == 1 || [q13-18 refusal flag] == 1 || [q13-24 refusal flag] == 1 || [{q13_31bsp_ref}] == 1 || [{spira1_ref}] == 1 || [{spira2_ref}] == 1 || [{spannuities_ref}] == 1 || [{sppensions_ref}] == 1 || [{q13_70_sssp_ref}] == 1 || [q13_70_dissp_ref(1)] == 1 || [q13_70_dissp_ref(2)] == 1 || [q13_70_dissp_ref(3)] == 1 || [{q13_70_vetsp_ref}] == 1 || [q13-73 refusal flag] == 1 || [q13-73a refusal flag] == 1 || [q13-75 refusal flag] == 1 || [{q13_81_new_ref}] == 1 || [{retire_fin_ss2a_ref}] == 1 || [{retire_fin_ss5_ref}] == 1 || [{retire_fin_pen7_ref}] == 1)

COMMENT: R already refuse previous estimates?

If Answer = 1 Then Go To RETIRE_FIN_PEN9_REF_2

Default Next:

RETIRE_FIN_PEN9

Lead-In:

RETIRE_FIN_PEN8 [1:1]


 

RETIRE_FIN_PEN9

Section: Retirement Expectations

Once all these plans begin to pay out, about how much in total will you be receiving per month from all your defined benefit plans? Please include any amount from other defined benefit plans that you are already receiving.

 

If Answer = -2 Then Go To RETIRE_FIN_PEN9_SR000001
If Answer = -1 Then Go To RETIRE_FIN_PEN9_REF_2

Default Next:

RETIRE_FIN_PEN10_REF_1

Lead-In:

RETIRE_FIN_PEN9_REF_1 [Default]


 

RETIRE_FIN_PEN9_SR000001

Section: Retirement Expectations

Can you give me an approximate range for that amount?

(INTERVIEWER: IT IS ACCEPTABLE FOR RESPONDENT TO REPORT UPPER AND LOWER RANGES VERY CLOSE TOGETHER, OR THE SAME FIGURE FOR UPPER AND LOWER RANGE IF A SPECIFIC NUMBER.)

More than: 

 

RETIRE_FIN_PEN9_SR000002

Section: Retirement Expectations

 

Less than: 

If Answer >= -2 AND Answer <= -1 Then Go To RETIRE_FIN_PEN9_REF_2

Default Next:

RETIRE_FIN_PEN10_REF_1

Lead-In:

RETIRE_FIN_PEN9_SR000001 [Default]


 

RETIRE_FIN_PEN9_REF_2

Section: Retirement Expectations

([estimate amount of total income from wages and salary in past calendar year] == -1 || [estimate income from farm/business/professional practice in past calendar year] == -1 || [{q13_31br_refe}] == -1 || [{rira1_refe}] == -1 || [{rira2_refe}] == -1 || [{rannuities_refe}] == -1 || [{rpensions_refe}] == -1 || [{q13_70_ssr_refe}] == -1 || [q13_70_disr_refe(1)] == -1 || [q13_70_disr_refe(2)] == -1 || [q13_70_disr_refe(3)] == -1 || [{q13_70_vetr_refe}] == -1 || [estimate amount spar received from wages, salary, commissions and tips from all (other) jobs, before deductions for taxes or anything else] == -1 || [amount spouse received after expenses from farm/business/professional practice] == -1 || [{q13_31bsp_refe}] == -1 || [{spira1_refe}] == -1 || [{spira2_refe}] == -1 || [{spannuities_refe}] == -1 || [{sppensions_refe}] == -1 || [{q13_70_sssp_refe}] == -1 || [q13_70_dissp_refe(1)] == -1 || [q13_70_dissp_refe(2)] == -1 || [q13_70_dissp_refe(3)] == -1 || [{q13_70_vetsp_refe}] == -1 || [estimate market value or amount that respondent/spar received since dli from estates/trusts/inheritances] == -1 || [estimate market value respondent/spar received from estates/trusts/inheritances since dli] == -1 || [estimate income received by respondent/spar in past calendar year] == -1 || [{q13_81_new_refe}] == -1 || [{retire_fin_ss2a_refe}] == -1 || [{retire_fin_ss5_refe}] == -1 || [{retire_fin_pen7_refe}] == -1)

COMMENT: R already refuse previous estimates?

If Answer = 1 Then Go To RETIRE_FIN_PEN10_REF_1

Default Next:

RETIRE_FIN_PEN9_UAB_A

Lead-In:

RETIRE_FIN_PEN9_REF_1 [1:1], RETIRE_FIN_PEN9 [‑1:-1], RETIRE_FIN_PEN9_SR000002 [‑2:-1]


 

RETIRE_FIN_PEN9_UAB_A

Section: Retirement Expectations

[Once all these plans begin to pay out, about how much in total will you be receiving per month from all your defined benefit plans? Please include any amount from other defined benefit plans that you are already receiving.]

Would it amount to $2,500 or more?

 

1   YES   ...(Go To RETIRE_FIN_PEN9_UAB_C)

 

0   NO   ...(Go To RETIRE_FIN_PEN9_UAB_B)

 

Default Next:

RETIRE_FIN_PEN10_REF_1

Lead-In:

RETIRE_FIN_PEN9_REF_2 [Default]


 

RETIRE_FIN_PEN9_UAB_B

Section: Retirement Expectations

Would it amount to $1200 or more?

 

1   YES

 

0   NO

 

Default Next:

RETIRE_FIN_PEN10_REF_1

Lead-In:

RETIRE_FIN_PEN9_UAB_A [0:0]


 

RETIRE_FIN_PEN9_UAB_C

Section: Retirement Expectations

Would it amount to $5,000 or more?

 

1   YES

 

0   NO

 

Default Next:

RETIRE_FIN_PEN10_REF_1

Lead-In:

RETIRE_FIN_PEN9_UAB_A [1:1]


 

RETIRE_FIN_PEN10_REF_1

Section: Retirement Expectations

([q13-5 refusal flag] == 1 || [q13-9 refusal flag] == 1 || [{q13_31br_ref}] == 1 || [{rira1_ref}] == 1 || [{rira2_ref}] == 1 || [{rannuities_ref}] == 1 || [{rpensions_ref}] == 1 || [{q13_70_ssr_ref}] == 1 || [q13_70_disr_ref(1)] == 1 || [q13_70_disr_ref(2)] == 1 || [q13_70_disr_ref(3)] == 1 || [{q13_70_vetr_ref}] == 1 || [q13-18 refusal flag] == 1 || [q13-24 refusal flag] == 1 || [{q13_31bsp_ref}] == 1 || [{spira1_ref}] == 1 || [{spira2_ref}] == 1 || [{spannuities_ref}] == 1 || [{sppensions_ref}] == 1 || [{q13_70_sssp_ref}] == 1 || [q13_70_dissp_ref(1)] == 1 || [q13_70_dissp_ref(2)] == 1 || [q13_70_dissp_ref(3)] == 1 || [{q13_70_vetsp_ref}] == 1 || [q13-73 refusal flag] == 1 || [q13-73a refusal flag] == 1 || [q13-75 refusal flag] == 1 || [{q13_81_new_ref}] == 1 || [{retire_fin_ss2a_ref}] == 1 || [{retire_fin_ss5_ref}] == 1 || [{retire_fin_pen7_ref}] == 1 || [{retire_fin_pen9_ref}] == 1)

COMMENT: R already refuse previous estimates?

If Answer = 1 Then Go To RETIRE_FIN_PEN10_REF_2

Default Next:

RETIRE_FIN_PENCHK3

Lead-In:

RETIRE_FIN_PEN9_REF_2 [1:1], RETIRE_FIN_PEN6 [Default], RETIRE_FIN_PEN9 [Default], RETIRE_FIN_PEN9_SR000002 [Default], RETIRE_FIN_PEN9_UAB_A [Default], RETIRE_FIN_PEN9_UAB_B [Default], RETIRE_FIN_PEN9_UAB_C [Default]


 

RETIRE_FIN_PENCHK3

Section: Retirement Expectations

[{PEN_DB_NOR}]==0

If Answer = 1 Then Go To RETIRE_FIN_PEN10

Default Next:

RETIRE_FIN_PENCHK4

Lead-In:

RETIRE_FIN_PEN10_REF_1 [Default]


 

RETIRE_FIN_PEN10

Section: Retirement Expectations

In total, about how much do you expect to receive from these defined benefit plans per month in the future?

 

If Answer = -2 Then Go To RETIRE_FIN_PEN10_SR000001
If Answer = -1 Then Go To RETIRE_FIN_PEN10_REF_2

Default Next:

RETIRE_FIN_PENCHK4

Lead-In:

RETIRE_FIN_PENCHK3 [1:1]


 

RETIRE_FIN_PEN10_SR000001

Section: Retirement Expectations

(READ IF NECESSARY: In total, about how much do you expect to receive from these defined benefit plans per month in the future?)

Can you give me an approximate range for that amount?

(INTERVIEWER: IT IS ACCEPTABLE FOR RESPONDENT TO REPORT UPPER AND LOWER RANGES VERY CLOSE TOGETHER, OR THE SAME FIGURE FOR UPPER AND LOWER RANGE IF A SPECIFIC NUMBER.)

More than: 

 

RETIRE_FIN_PEN10_SR000002

Section: Retirement Expectations

 

Less than: 

If Answer >= -2 AND Answer <= -1 Then Go To RETIRE_FIN_PEN10_REF_2

Default Next:

RETIRE_FIN_PENCHK4

Lead-In:

RETIRE_FIN_PEN10_SR000001 [Default]


 

RETIRE_FIN_PEN10_REF_2

Section: Retirement Expectations

([estimate amount of total income from wages and salary in past calendar year] == -1 || [estimate income from farm/business/professional practice in past calendar year] == -1 || [{q13_31br_refe}] == -1 || [{rira1_refe}] == -1 || [{rira2_refe}] == -1 || [{rannuities_refe}] == -1 || [{rpensions_refe}] == -1 || [{q13_70_ssr_refe}] == -1 || [q13_70_disr_refe(1)] == -1 || [q13_70_disr_refe(2)] == -1 || [q13_70_disr_refe(3)] == -1 || [{q13_70_vetr_refe}] == -1 || [estimate amount spar received from wages, salary, commissions and tips from all (other) jobs, before deductions for taxes or anything else] == -1 || [amount spouse received after expenses from farm/business/professional practice] == -1 || [{q13_31bsp_refe}] == -1 || [{spira1_refe}] == -1 || [{spira2_refe}] == -1 || [{spannuities_refe}] == -1 || [{sppensions_refe}] == -1 || [{q13_70_sssp_refe}] == -1 || [q13_70_dissp_refe(1)] == -1 || [q13_70_dissp_refe(2)] == -1 || [q13_70_dissp_refe(3)] == -1 || [{q13_70_vetsp_refe}] == -1 || [estimate market value or amount that respondent/spar received since dli from estates/trusts/inheritances] == -1 || [estimate market value respondent/spar received from estates/trusts/inheritances since dli] == -1 || [estimate income received by respondent/spar in past calendar year] == -1 || [{q13_81_new_refe}] == -1 || [{retire_fin_ss2a_refe}] == -1 || [{retire_fin_ss5_refe}] == -1 || [{retire_fin_pen7_refe}] == -1 || [{retire_fin_pen9_refe}] == -1)

COMMENT: R already refuse previous estimates?

If Answer = 1 Then Go To RETIRE_FIN_PENCHK4

Default Next:

RETIRE_FIN_PEN10_UAB_A

Lead-In:

RETIRE_FIN_PEN10_REF_1 [1:1], RETIRE_FIN_PEN10 [‑1:-1], RETIRE_FIN_PEN10_SR000002 [‑2:-1]


 

RETIRE_FIN_PEN10_UAB_A

Section: Retirement Expectations

(READ IF NECESSARY: In total, about how much do you expect to receive from these defined benefit plans per month in the future?)

Would it amount to $2,500 or more?

 

1   YES   ...(Go To RETIRE_FIN_PEN10_UAB_C)

 

0   NO   ...(Go To RETIRE_FIN_PEN10_UAB_B)

 

Default Next:

RETIRE_FIN_PENCHK4

Lead-In:

RETIRE_FIN_PEN10_REF_2 [Default]


 

RETIRE_FIN_PEN10_UAB_B

Section: Retirement Expectations

Would it amount to $1,200 or more?

 

1   YES

 

0   NO

 

Default Next:

RETIRE_FIN_PENCHK4

Lead-In:

RETIRE_FIN_PEN10_UAB_A [0:0]


 

RETIRE_FIN_PEN10_UAB_C

Section: Retirement Expectations

Would it amount to $5,000 or more?

 

1   YES

 

0   NO

 

Default Next:

RETIRE_FIN_PENCHK4

Lead-In:

RETIRE_FIN_PEN10_UAB_A [1:1]


 

RETIRE_FIN_PENCHK4

Section: Retirement Expectations

[{PEN_DC}]==1

If Answer = 1 Then Go To RETIRE_FIN_PEN11_REF_1

Default Next:

RETIRE_FIN_SPCHK

Lead-In:

RETIRE_FIN_PEN10_REF_2 [1:1], RETIRE_FIN_PENCHK2 [Default], RETIRE_FIN_PEN8 [Default], RETIRE_FIN_PENCHK3 [Default], RETIRE_FIN_PEN10 [Default], RETIRE_FIN_PEN10_SR000002 [Default], RETIRE_FIN_PEN10_UAB_A [Default], RETIRE_FIN_PEN10_UAB_B [Default], RETIRE_FIN_PEN10_UAB_C [Default]


 

RETIRE_FIN_PEN11_REF_1

Section: Retirement Expectations

([q13-5 refusal flag] == 1 || [q13-9 refusal flag] == 1 || [{q13_31br_ref}] == 1 || [{rira1_ref}] == 1 || [{rira2_ref}] == 1 || [{rannuities_ref}] == 1 || [{rpensions_ref}] == 1 || [{q13_70_ssr_ref}] == 1 || [q13_70_disr_ref(1)] == 1 || [q13_70_disr_ref(2)] == 1 || [q13_70_disr_ref(3)] == 1 || [{q13_70_vetr_ref}] == 1 || [q13-18 refusal flag] == 1 || [q13-24 refusal flag] == 1 || [{q13_31bsp_ref}] == 1 || [{spira1_ref}] == 1 || [{spira2_ref}] == 1 || [{spannuities_ref}] == 1 || [{sppensions_ref}] == 1 || [{q13_70_sssp_ref}] == 1 || [q13_70_dissp_ref(1)] == 1 || [q13_70_dissp_ref(2)] == 1 || [q13_70_dissp_ref(3)] == 1 || [{q13_70_vetsp_ref}] == 1 || [q13-73 refusal flag] == 1 || [q13-73a refusal flag] == 1 || [q13-75 refusal flag] == 1 || [{q13_81_new_ref}] == 1 || [{retire_fin_ss2a_ref}] == 1 || [{retire_fin_ss5_ref}] == 1 || [{retire_fin_pen7_ref}] == 1 || [{retire_fin_pen9_ref}] == 1 || [{retire_fin_pen10_ref}] == 1)

COMMENT: R already refuse previous estimates?

If Answer = 1 Then Go To RETIRE_FIN_PEN11_REF_2

Default Next:

RETIRE_FIN_PEN11

Lead-In:

RETIRE_FIN_PENCHK4 [1:1]


 

RETIRE_FIN_PEN11

Section: Retirement Expectations

Now thinking about your defined contribution plans, about how much do you have in these types of account?

(
READ IF NECESSARY: These include 401K, 403B, 457, Thift Savings Plans, profit sharing plans, or stock bonus plans)

 

If Answer = -2 Then Go To RETIRE_FIN_PEN11_SR000001
If Answer = -1 Then Go To RETIRE_FIN_PEN11_REF_2

Default Next:

RETIRE_FIN_SPCHK

Lead-In:

RETIRE_FIN_PEN11_REF_1 [Default]


 

RETIRE_FIN_PEN11_SR000001

Section: Retirement Expectations

Can you give me an approximate range for that amount?

(INTERVIEWER: IT IS ACCEPTABLE FOR RESPONDENT TO REPORT UPPER AND LOWER RANGES VERY CLOSE TOGETHER, OR THE SAME FIGURE FOR UPPER AND LOWER RANGE IF A SPECIFIC NUMBER.)

More than: 

 

RETIRE_FIN_PEN11_SR000002

Section: Retirement Expectations

 

Less than: 

If Answer >= -2 AND Answer <= -1 Then Go To RETIRE_FIN_PEN11_REF_2

Default Next:

RETIRE_FIN_SPCHK

Lead-In:

RETIRE_FIN_PEN11_SR000001 [Default]


 

RETIRE_FIN_PEN11_REF_2

Section: Retirement Expectations

([estimate amount of total income from wages and salary in past calendar year] == -1 || [estimate income from farm/business/professional practice in past calendar year] == -1 || [{q13_31br_refe}] == -1 || [{rira1_refe}] == -1 || [{rira2_refe}] == -1 || [{rannuities_refe}] == -1 || [{rpensions_refe}] == -1 || [{q13_70_ssr_refe}] == -1 || [q13_70_disr_refe(1)] == -1 || [q13_70_disr_refe(2)] == -1 || [q13_70_disr_refe(3)] == -1 || [{q13_70_vetr_refe}] == -1 || [estimate amount spar received from wages, salary, commissions and tips from all (other) jobs, before deductions for taxes or anything else] == -1 || [amount spouse received after expenses from farm/business/professional practice] == -1 || [{q13_31bsp_refe}] == -1 || [{spira1_refe}] == -1 || [{spira2_refe}] == -1 || [{spannuities_refe}] == -1 || [{sppensions_refe}] == -1 || [{q13_70_sssp_refe}] == -1 || [q13_70_dissp_refe(1)] == -1 || [q13_70_dissp_refe(2)] == -1 || [q13_70_dissp_refe(3)] == -1 || [{q13_70_vetsp_refe}] == -1 || [estimate market value or amount that respondent/spar received since dli from estates/trusts/inheritances] == -1 || [estimate market value respondent/spar received from estates/trusts/inheritances since dli] == -1 || [estimate income received by respondent/spar in past calendar year] == -1 || [{q13_81_new_refe}] == -1 || [{retire_fin_ss2a_refe}] == -1 || [{retire_fin_ss5_refe}] == -1 || [{retire_fin_pen7_refe}] == -1 || [{retire_fin_pen9_refe}] == -1 || [{retire_fin_pen10_refe}] == -1)

COMMENT: R already refuse previous estimates?

If Answer = 1 Then Go To RETIRE_FIN_SPCHK

Default Next:

RETIRE_FIN_PEN11_UAB_A

Lead-In:

RETIRE_FIN_PEN11_REF_1 [1:1], RETIRE_FIN_PEN11 [‑1:-1], RETIRE_FIN_PEN11_SR000002 [‑2:-1]


 

RETIRE_FIN_PEN11_UAB_A

Section: Retirement Expectations

[Now thinking about your defined contribution plans, about how much do you have in these types of account?]

Would it amount to $6,000 or more?

 

1   YES   ...(Go To RETIRE_FIN_PEN11_UAB_C)

 

0   NO   ...(Go To RETIRE_FIN_PEN11_UAB_B)

 

Default Next:

RETIRE_FIN_SPCHK

Lead-In:

RETIRE_FIN_PEN11_REF_2 [Default]


 

RETIRE_FIN_PEN11_UAB_B

Section: Retirement Expectations

Would it amount to $2,000 or more?

 

1   YES

 

0   NO

 

Default Next:

RETIRE_FIN_SPCHK

Lead-In:

RETIRE_FIN_PEN11_UAB_A [0:0]


 

RETIRE_FIN_PEN11_UAB_C

Section: Retirement Expectations

Would it amount to $12,000 or more?

 

1   YES

 

0   NO

 

Default Next:

RETIRE_FIN_SPCHK

Lead-In:

RETIRE_FIN_PEN11_UAB_A [1:1]


 

RETIRE_FIN_PEN12

Section: Retirement Expectations

Just to confirm, you told us that you don't expect to receive any benefits from a retirement plan through an employer or the military. Is that correct?

 

1   YES

 

0   NO

 

Default Next:

RETIRE_FIN_SPCHK

Lead-In:

RETIRE_FIN_PEN1 [Default]


 

RETIRE_FIN_SPCHK

Section: Retirement Expectations

[spouse in hh?]==1 || [partner in hh?]==1

COMMENT: R has a spouse or partner

If Answer = 1 Then Go To RETIRE_FIN_SP_INTRO

Default Next:

RETIRE_FIN_OTHER1

Lead-In:

RETIRE_FIN_PEN11_REF_2 [1:1], RETIRE_FIN_PENCHK4 [Default], RETIRE_FIN_PEN11 [Default], RETIRE_FIN_PEN11_SR000002 [Default], RETIRE_FIN_PEN11_UAB_A [Default], RETIRE_FIN_PEN11_UAB_B [Default], RETIRE_FIN_PEN11_UAB_C [Default], RETIRE_FIN_PEN12 [Default]


 

RETIRE_FIN_SP_INTRO

Section: Retirement Expectations

Because couples often make financial decisions together, we want to ask you some question about resources [your spouse/partner] may be entitled to because of the work [S/HE] has done over the years.

Default Next:

RETIRE_FIN_SP_DISCHK1

Lead-In:

RETIRE_FIN_SPCHK [1:1]


 

RETIRE_FIN_SP_DISCHK1

Section: Retirement Expectations

[{SP_disability}]==1 && [{SP_SAME_INC}]==1

If Answer = 1 Then Go To RETIRE_FIN_SP_DIS

Default Next:

RETIRE_FIN_SP_SSCHK1

Lead-In:

RETIRE_FIN_SP_INTRO [Default]


 

RETIRE_FIN_SP_DIS

Section: Retirement Expectations

You mentioned earlier that [Spouse/partner's name] was receiving disability payments. Will [Spouse/partner's name] continue to get disability payments in retirement?

 

1   YES

 

0   NO

 

Default Next:

RETIRE_FIN_SP_SSCHK1

Lead-In:

RETIRE_FIN_SP_DISCHK1 [1:1]


 

RETIRE_FIN_SP_SSCHK1

Section: Retirement Expectations

[{sp_socialsec}]==1 && [{SP_SAME_INC}]==1

If Answer = 1 Then Go To RETIRE_FIN_SP_SSCHK2

Default Next:

RETIRE_FIN_SP_SS3

Lead-In:

RETIRE_FIN_SP_DISCHK1 [Default], RETIRE_FIN_SP_DIS [Default]


 

RETIRE_FIN_SP_SSCHK2

Section: Retirement Expectations

[{spsocsec_pcy}]==0

If Answer = 1 Then Go To RETIRE_FIN_SP_SS2A_REF_1

Default Next:

RETIRE_FIN_SP_SS2B

Lead-In:

RETIRE_FIN_SP_SSCHK1 [1:1]


 

RETIRE_FIN_SP_SS2A_REF_1

Section: Retirement Expectations

([q13-5 refusal flag] == 1 || [q13-9 refusal flag] == 1 || [{q13_31br_ref}] == 1 || [{rira1_ref}] == 1 || [{rira2_ref}] == 1 || [{rannuities_ref}] == 1 || [{rpensions_ref}] == 1 || [{q13_70_ssr_ref}] == 1 || [q13_70_disr_ref(1)] == 1 || [q13_70_disr_ref(2)] == 1 || [q13_70_disr_ref(3)] == 1 || [{q13_70_vetr_ref}] == 1 || [q13-18 refusal flag] == 1 || [q13-24 refusal flag] == 1 || [{q13_31bsp_ref}] == 1 || [{spira1_ref}] == 1 || [{spira2_ref}] == 1 || [{spannuities_ref}] == 1 || [{sppensions_ref}] == 1 || [{q13_70_sssp_ref}] == 1 || [q13_70_dissp_ref(1)] == 1 || [q13_70_dissp_ref(2)] == 1 || [q13_70_dissp_ref(3)] == 1 || [{q13_70_vetsp_ref}] == 1 || [q13-73 refusal flag] == 1 || [q13-73a refusal flag] == 1 || [q13-75 refusal flag] == 1 || [{q13_81_new_ref}] == 1 || [{retire_fin_ss2a_ref}] == 1 || [{retire_fin_ss5_ref}] == 1 || [{retire_fin_pen7_ref}] == 1 || [{retire_fin_pen9_ref}] == 1 || [{retire_fin_pen10_ref}] == 1 || [{retire_fin_pen11_ref}] == 1)

COMMENT: R already refuse previous estimates?

If Answer = 1 Then Go To RETIRE_FIN_SP_SS2A_REF_2

Default Next:

RETIRE_FIN_SP_SS2A

Lead-In:

RETIRE_FIN_SP_SSCHK2 [1:1]


 

RETIRE_FIN_SP_SS2A

Section: Retirement Expectations

You told us earlier that [Spouse/partner's name] was receiving Social Security retirement benefits. About how much are those benefits, per month?

 

If Answer = -2 Then Go To RETIRE_FIN_SP_SS2A_SR000001
If Answer = -1 Then Go To RETIRE_FIN_SP_SS2A_REF_2

Default Next:

RETIRE_FIN_SP_SS2B

Lead-In:

RETIRE_FIN_SP_SS2A_REF_1 [Default]


 

RETIRE_FIN_SP_SS2A_SR000001

Section: Retirement Expectations

Can you give me an approximate range for that amount?

(INTERVIEWER: IT IS ACCEPTABLE FOR RESPONDENT TO REPORT UPPER AND LOWER RANGES VERY CLOSE TOGETHER, OR THE SAME FIGURE FOR UPPER AND LOWER RANGE IF A SPECIFIC NUMBER.)

More than: 

 

RETIRE_FIN_SP_SS2A_SR000002

Section: Retirement Expectations

 

Less than: 

If Answer >= -2 AND Answer <= -1 Then Go To RETIRE_FIN_SP_SS2A_REF_2

Default Next:

RETIRE_FIN_SP_SS2B

Lead-In:

RETIRE_FIN_SP_SS2A_SR000001 [Default]


 

RETIRE_FIN_SP_SS2A_REF_2

Section: Retirement Expectations

([estimate amount of total income from wages and salary in past calendar year] == -1 || [estimate income from farm/business/professional practice in past calendar year] == -1 || [{q13_31br_refe}] == -1 || [{rira1_refe}] == -1 || [{rira2_refe}] == -1 || [{rannuities_refe}] == -1 || [{rpensions_refe}] == -1 || [{q13_70_ssr_refe}] == -1 || [q13_70_disr_refe(1)] == -1 || [q13_70_disr_refe(2)] == -1 || [q13_70_disr_refe(3)] == -1 || [{q13_70_vetr_refe}] == -1 || [estimate amount spar received from wages, salary, commissions and tips from all (other) jobs, before deductions for taxes or anything else] == -1 || [amount spouse received after expenses from farm/business/professional practice] == -1 || [{q13_31bsp_refe}] == -1 || [{spira1_refe}] == -1 || [{spira2_refe}] == -1 || [{spannuities_refe}] == -1 || [{sppensions_refe}] == -1 || [{q13_70_sssp_refe}] == -1 || [q13_70_dissp_refe(1)] == -1 || [q13_70_dissp_refe(2)] == -1 || [q13_70_dissp_refe(3)] == -1 || [{q13_70_vetsp_refe}] == -1 || [estimate market value or amount that respondent/spar received since dli from estates/trusts/inheritances] == -1 || [estimate market value respondent/spar received from estates/trusts/inheritances since dli] == -1 || [estimate income received by respondent/spar in past calendar year] == -1 || [{q13_81_new_refe}] == -1 || [{retire_fin_ss2a_refe}] == -1 || [{retire_fin_ss5_refe}] == -1 || [{retire_fin_pen7_refe}] == -1 || [{retire_fin_pen9_refe}] == -1 || [{retire_fin_pen10_refe}] == -1 || [{retire_fin_pen11_refe}] == -1)

COMMENT: R already refuse previous estimates?

If Answer = 1 Then Go To RETIRE_FIN_SP_SS2B

Default Next:

RETIRE_FIN_SP_SS2A_UAB_A

Lead-In:

RETIRE_FIN_SP_SS2A_REF_1 [1:1], RETIRE_FIN_SP_SS2A [‑1:-1], RETIRE_FIN_SP_SS2A_SR000002 [‑2:-1]


 

RETIRE_FIN_SP_SS2A_UAB_A

Section: Retirement Expectations

[(You told us earlier that (spouse/partner) was receiving Social Security retirement benefits. About how much are those benefits, per month?)]

Would it amount to $1,500 or more?

 

1   YES   ...(Go To RETIRE_FIN_SP_SS2A_UAB_C)

 

0   NO   ...(Go To RETIRE_FIN_SP_SS2A_UAB_B)

 

Default Next:

RETIRE_FIN_SP_SS2B

Lead-In:

RETIRE_FIN_SP_SS2A_REF_2 [Default]


 

RETIRE_FIN_SP_SS2A_UAB_B

Section: Retirement Expectations

Would it amount to $1,000 or more?

 

1   YES

 

0   NO

 

Default Next:

RETIRE_FIN_SP_SS2B

Lead-In:

RETIRE_FIN_SP_SS2A_UAB_A [0:0]


 

RETIRE_FIN_SP_SS2A_UAB_C

Section: Retirement Expectations

Would it amount to $2,000 or more?

 

1   YES

 

0   NO

 

Default Next:

RETIRE_FIN_SP_SS2B

Lead-In:

RETIRE_FIN_SP_SS2A_UAB_A [1:1]


 

RETIRE_FIN_SP_SS2B

Section: Retirement Expectations

(You told us earlier that [Spouse/partner's name] was receiving Social Security retirement benefits.) At what age did [Spouse/partner's name] claim [his/her] Social Security retirement benefits?

 

 

Default Next:

RETIRE_FIN_SP_PENCHK1

Lead-In:

RETIRE_FIN_SP_SS2A_REF_2 [1:1], RETIRE_FIN_SP_SSCHK2 [Default], RETIRE_FIN_SP_SS2A [Default], RETIRE_FIN_SP_SS2A_SR000002 [Default], RETIRE_FIN_SP_SS2A_UAB_A [Default], RETIRE_FIN_SP_SS2A_UAB_B [Default], RETIRE_FIN_SP_SS2A_UAB_C [Default]


 

RETIRE_FIN_SP_SS3

Section: Retirement Expectations

Do you expect [Spouse/partner's name] to receive Social Security retirement benefits at some time in the future?

 

1   YES   ...(Go To RETIRE_FIN_SP_SS4)

 

0   NO

 

Default Next:

RETIRE_FIN_SP_PENCHK1

Lead-In:

RETIRE_FIN_SP_SSCHK1 [Default]


 

RETIRE_FIN_SP_SS4

Section: Retirement Expectations

At what age do you expect [Spouse/partner's name] to start collecting these retirement benefits?

 

 

Default Next:

RETIRE_FIN_SP_SS5_REF_1

Lead-In:

RETIRE_FIN_SP_SS3 [1:1]


 

RETIRE_FIN_SP_SS5_REF_1

Section: Retirement Expectations

([q13-5 refusal flag] == 1 || [q13-9 refusal flag] == 1 || [{q13_31br_ref}] == 1 || [{rira1_ref}] == 1 || [{rira2_ref}] == 1 || [{rannuities_ref}] == 1 || [{rpensions_ref}] == 1 || [{q13_70_ssr_ref}] == 1 || [q13_70_disr_ref(1)] == 1 || [q13_70_disr_ref(2)] == 1 || [q13_70_disr_ref(3)] == 1 || [{q13_70_vetr_ref}] == 1 || [q13-18 refusal flag] == 1 || [q13-24 refusal flag] == 1 || [{q13_31bsp_ref}] == 1 || [{spira1_ref}] == 1 || [{spira2_ref}] == 1 || [{spannuities_ref}] == 1 || [{sppensions_ref}] == 1 || [{q13_70_sssp_ref}] == 1 || [q13_70_dissp_ref(1)] == 1 || [q13_70_dissp_ref(2)] == 1 || [q13_70_dissp_ref(3)] == 1 || [{q13_70_vetsp_ref}] == 1 || [q13-73 refusal flag] == 1 || [q13-73a refusal flag] == 1 || [q13-75 refusal flag] == 1 || [{q13_81_new_ref}] == 1 || [{retire_fin_ss2a_ref}] == 1 || [{retire_fin_ss5_ref}] == 1 || [{retire_fin_pen7_ref}] == 1 || [{retire_fin_pen9_ref}] == 1 || [{retire_fin_pen10_ref}] == 1 || [{retire_fin_pen11_ref}] == 1 || [{retire_fin_sp_ss2a_ref}] == 1)

COMMENT: R already refuse previous estimates?

If Answer = 1 Then Go To RETIRE_FIN_SP_SS5_REF_2

Default Next:

RETIRE_FIN_SP_SS5

Lead-In:

RETIRE_FIN_SP_SS4 [Default]


 

RETIRE_FIN_SP_SS5

Section: Retirement Expectations

About how much will those benefits be, per month?

 

If Answer = -2 Then Go To RETIRE_FIN_SP_SS5_SR000001
If Answer = -1 Then Go To RETIRE_FIN_SP_SS5_REF_2

Default Next:

RETIRE_FIN_SP_PENCHK1

Lead-In:

RETIRE_FIN_SP_SS5_REF_1 [Default]


 

RETIRE_FIN_SP_SS5_SR000001

Section: Retirement Expectations

Can you give me an approximate range for that amount?

(
INTERVIEWER: IT IS ACCEPTABLE FOR RESPONDENT TO REPORT UPPER AND LOWER RANGES VERY CLOSE TOGETHER, OR THE SAME FIGURE FOR UPPER AND LOWER RANGE IF A SPECIFIC NUMBER.)

More than: 

 

RETIRE_FIN_SP_SS5_SR000002

Section: Retirement Expectations

 

Less than: 

If Answer >= -2 AND Answer <= -1 Then Go To RETIRE_FIN_SP_SS5_REF_2

Default Next:

RETIRE_FIN_SP_PENCHK1

Lead-In:

RETIRE_FIN_SP_SS5_SR000001 [Default]


 

RETIRE_FIN_SP_SS5_REF_2

Section: Retirement Expectations

([estimate amount of total income from wages and salary in past calendar year] == -1 || [estimate income from farm/business/professional practice in past calendar year] == -1 || [{q13_31br_refe}] == -1 || [{rira1_refe}] == -1 || [{rira2_refe}] == -1 || [{rannuities_refe}] == -1 || [{rpensions_refe}] == -1 || [{q13_70_ssr_refe}] == -1 || [q13_70_disr_refe(1)] == -1 || [q13_70_disr_refe(2)] == -1 || [q13_70_disr_refe(3)] == -1 || [{q13_70_vetr_refe}] == -1 || [estimate amount spar received from wages, salary, commissions and tips from all (other) jobs, before deductions for taxes or anything else] == -1 || [amount spouse received after expenses from farm/business/professional practice] == -1 || [{q13_31bsp_refe}] == -1 || [{spira1_refe}] == -1 || [{spira2_refe}] == -1 || [{spannuities_refe}] == -1 || [{sppensions_refe}] == -1 || [{q13_70_sssp_refe}] == -1 || [q13_70_dissp_refe(1)] == -1 || [q13_70_dissp_refe(2)] == -1 || [q13_70_dissp_refe(3)] == -1 || [{q13_70_vetsp_refe}] == -1 || [estimate market value or amount that respondent/spar received since dli from estates/trusts/inheritances] == -1 || [estimate market value respondent/spar received from estates/trusts/inheritances since dli] == -1 || [estimate income received by respondent/spar in past calendar year] == -1 || [{q13_81_new_refe}] == -1 || [{retire_fin_ss2a_refe}] == -1 || [{retire_fin_ss5_refe}] == -1 || [{retire_fin_pen7_refe}] == -1 || [{retire_fin_pen9_refe}] == -1 || [{retire_fin_pen10_refe}] == -1 || [{retire_fin_pen11_refe}] == -1 || [{retire_fin_sp_ss2a_refe}] == -1)

COMMENT: R already refuse previous estimates?

If Answer = 1 Then Go To RETIRE_FIN_SP_PENCHK1

Default Next:

RETIRE_FIN_SP_SS5_UAB_A

Lead-In:

RETIRE_FIN_SP_SS5_REF_1 [1:1], RETIRE_FIN_SP_SS5 [‑1:-1], RETIRE_FIN_SP_SS5_SR000002 [‑2:-1]


 

RETIRE_FIN_SP_SS5_UAB_A

Section: Retirement Expectations

[(About how much will those benefits be, per month?)]

Would it amount to $1,500 or more?

 

1   YES   ...(Go To RETIRE_FIN_SP_SS5_UAB_C)

 

0   NO   ...(Go To RETIRE_FIN_SP_SS5_UAB_B)

 

Default Next:

RETIRE_FIN_SP_PENCHK1

Lead-In:

RETIRE_FIN_SP_SS5_REF_2 [Default]


 

RETIRE_FIN_SP_SS5_UAB_B

Section: Retirement Expectations

Would it amount to $1,000 or more?

 

1   YES

 

0   NO

 

Default Next:

RETIRE_FIN_SP_PENCHK1

Lead-In:

RETIRE_FIN_SP_SS5_UAB_A [0:0]


 

RETIRE_FIN_SP_SS5_UAB_C

Section: Retirement Expectations

Would it amount to $2,000 or more?

 

1   YES

 

0   NO

 

Default Next:

RETIRE_FIN_SP_PENCHK1

Lead-In:

RETIRE_FIN_SP_SS5_UAB_A [1:1]


 

RETIRE_FIN_SP_PENCHK1

Section: Retirement Expectations

([{sp_pension}]==1 && [{SP_SAME_INC}]==1)

If Answer = 1 Then Go To RETIRE_FIN_SP_PENCHK2

Default Next:

RETIRE_FIN_SP_PEN1

Lead-In:

RETIRE_FIN_SP_SS5_REF_2 [1:1], RETIRE_FIN_SP_SS2B [Default], RETIRE_FIN_SP_SS3 [Default], RETIRE_FIN_SP_SS5 [Default], RETIRE_FIN_SP_SS5_SR000002 [Default], RETIRE_FIN_SP_SS5_UAB_A [Default], RETIRE_FIN_SP_SS5_UAB_B [Default], RETIRE_FIN_SP_SS5_UAB_C [Default]


 

RETIRE_FIN_SP_PEN1

Section: Retirement Expectations

Does [Spouse/partner's name] have a retirement plan from a current or former employer including the military?

 

1   YES   ...(Go To RETIRE_FIN_SP_PENCHK2)

 

0   NO

 

Default Next:

RETIRE_FIN_OTHER1

Lead-In:

RETIRE_FIN_SP_PENCHK1 [Default]


 

RETIRE_FIN_SP_PENCHK2

Section: Retirement Expectations

[{R_pension}]==1 || ([{FIN_R_PENSION}]==1)

If Answer = 1 Then Go To RETIRE_FIN_SP_PEN3B

Default Next:

RETIRE_FIN_SP_PEN2

Lead-In:

RETIRE_FIN_SP_PENCHK1 [1:1], RETIRE_FIN_SP_PEN1 [1:1]


 

RETIRE_FIN_SP_PEN2

Section: Retirement Expectations

There are two basic kinds of retirement plans. We will describe these and see which [Spouse/partner's name] might have.

Default Next:

RETIRE_FIN_SP_PEN3

Lead-In:

RETIRE_FIN_SP_PENCHK2 [Default]


 

RETIRE_FIN_SP_PEN3

Section: Retirement Expectations

In a defined contribution plan, the worker holds a retirement account through the employer. The worker, the employer, or both, make contributions that are invested so the total amount in the account can go up or down based on how the market does. An example of this types of plan is a 401K. Does [Spouse/partner's name] have any defined contribution accounts?

(
READ IF NECESSARY: Other plan types include: 403Bs, 457 plans Thrift Savings Plans, profit sharing, or stock bonus plans)

IF RESPONDENT VOLUNTEERS THAT [Spouse/partner's name]'S PLAN HAS FEATURES OF THIS TYPE OF PLAN AS WELL AS DEFINED BENEFIT PLAN, PLEASE HAVE THEM ANSWER YES TO BOTH QUESTIONS.

 

1   YES

 

0   NO

 

Default Next:

RETIRE_FIN_SP_PEN4

Lead-In:

RETIRE_FIN_SP_PEN2 [Default]


 

RETIRE_FIN_SP_PEN4

Section: Retirement Expectations

A defined benefit plan promises a specific monthly amount at retirement. The amount the worker gets is usually calculated by a fixed formula based on factors such as years of service and salary. Does [Spouse/partner's name] have any defined benefit plans?

(
READ IF NECESSARY: Some people think of this type of plan as a ‘traditional pension plan.' )

IF RESPONDENT VOLUNTEERS THAT [Spouse/partner's name]'S PLAN HAS FEATURES OF THIS TYPE OF PLAN AS WELL AS DEFINED CONTRIBUTION PLAN, PLEASE HAVE THEM ANSWER YES TO BOTH QUESTIONS.

 

1   YES

 

0   NO

 

Default Next:

RETIRE_FIN_SP_PEN5

Lead-In:

RETIRE_FIN_SP_PEN3 [Default]


 

RETIRE_FIN_SP_PEN5

Section: Retirement Expectations

Does [Spouse/partner's name] have any other types of retirement plans from [Spouse/partner's name] current or past employers that we haven't already discussed?

 

1   YES

 

2   NO

 

Default Next:

RETIRE_FIN_SP_PENCHK3A

Lead-In:

RETIRE_FIN_SP_PEN4 [Default]


 

RETIRE_FIN_SP_PEN3B

Section: Retirement Expectations

As we discussed earlier, there are two basic types of retirement plans.

In a defined contribution plan, money invested in an employer-sponsored account increases or decreases based on how the market does.

In a defined benefit plan, the amount is determined by a formula based on years of services and salary.

Some plans combine features of both plans.

Which type of plans does [S/HE] have?

READ IF NECESSARY: Defined contribution plans are also known as a 401K, a 403B, a 457, or a thrift plan. Defined benefit plans are often referred to as 'traditional pension plans'. If [Spouse/partner's name] has a plan with features of both, please answer yes to both types.

(INTERVIEWER: PLEASE SELECT ALL THAT APPLY.)

 

1   Defined benefit plan

 

2   Defined contribution plan / Money accumulated in account

 

3   Combined defined benefit and defined contribution plan

 

4   Neither

 

Default Next:

RETIRE_FIN_SP_PENCHK3D

Lead-In:

RETIRE_FIN_SP_PENCHK2 [1:1]


 

RETIRE_FIN_SP_PENCHK3A

Section: Retirement Expectations

[{SP_PEN_DB}]==1

If Answer = 1 Then Go To RETIRE_FIN_SP_PEN6

Default Next:

RETIRE_FIN_SP_PENCHK4A

Lead-In:

RETIRE_FIN_SP_PEN5 [Default]


 

RETIRE_FIN_SP_PENCHK3D

Section: Retirement Expectations

[{SP_PEN_DB}]==1

If Answer = 1 Then Go To RETIRE_FIN_SP_PEN6

Default Next:

RETIRE_FIN_SP_PENCHK4A

Lead-In:

RETIRE_FIN_SP_PEN3B [Default]


 

RETIRE_FIN_SP_PENCHK4A

Section: Retirement Expectations

[{SP_PEN_DC}]==1

If Answer = 1 Then Go To RETIRE_FIN_SP_PEN11

Default Next:

RETIRE_FIN_OTHER1

Lead-In:

RETIRE_FIN_SP_PENCHK3A [Default], RETIRE_FIN_SP_PENCHK3D [Default]


 

RETIRE_FIN_SP_PEN6

Section: Retirement Expectations

Is [Spouse/partner's name] currently receiving any payments from [his/her] defined benefit plans?

READ IF NECESSARY: These benefits are determined through a formula involving salary and years of service. These are also sometimes thought of as Traditional Retirement Plans. Please include any pension income that you told me about earlier when I was asking about your income in calendar year 2017.

 

1   YES   ...(Go To RETIRE_FIN_SP_PEN7_REF_1)

 

0   NO

 

Default Next:

RETIRE_FIN_SP_PEN10_REF_1

Lead-In:

RETIRE_FIN_SP_PENCHK3A [1:1], RETIRE_FIN_SP_PENCHK3D [1:1]


 

RETIRE_FIN_SP_PEN7_REF_1

Section: Retirement Expectations

([q13-5 refusal flag] == 1 || [q13-9 refusal flag] == 1 || [{q13_31br_ref}] == 1 || [{rira1_ref}] == 1 || [{rira2_ref}] == 1 || [{rannuities_ref}] == 1 || [{rpensions_ref}] == 1 || [{q13_70_ssr_ref}] == 1 || [q13_70_disr_ref(1)] == 1 || [q13_70_disr_ref(2)] == 1 || [q13_70_disr_ref(3)] == 1 || [{q13_70_vetr_ref}] == 1 || [q13-18 refusal flag] == 1 || [q13-24 refusal flag] == 1 || [{q13_31bsp_ref}] == 1 || [{spira1_ref}] == 1 || [{spira2_ref}] == 1 || [{spannuities_ref}] == 1 || [{sppensions_ref}] == 1 || [{q13_70_sssp_ref}] == 1 || [q13_70_dissp_ref(1)] == 1 || [q13_70_dissp_ref(2)] == 1 || [q13_70_dissp_ref(3)] == 1 || [{q13_70_vetsp_ref}] == 1 || [q13-73 refusal flag] == 1 || [q13-73a refusal flag] == 1 || [q13-75 refusal flag] == 1 || [{q13_81_new_ref}] == 1 || [{retire_fin_ss2a_ref}] == 1 || [{retire_fin_ss5_ref}] == 1 || [{retire_fin_pen7_ref}] == 1 || [{retire_fin_pen9_ref}] == 1 || [{retire_fin_pen10_ref}] == 1 || [{retire_fin_pen11_ref}] == 1 || [{retire_fin_sp_ss2a_ref}] == 1 || [{retire_fin_sp_ss5_ref}] == 1)

COMMENT: R already refuse previous estimates?

If Answer = 1 Then Go To RETIRE_FIN_SP_PEN7_REF_2

Default Next:

RETIRE_FIN_SP_PEN7

Lead-In:

RETIRE_FIN_SP_PEN6 [1:1]


 

RETIRE_FIN_SP_PEN7

Section: Retirement Expectations

About how much is [S/HE] receiving per month?

 

If Answer = -2 Then Go To RETIRE_FIN_SP_PEN7_SR000001
If Answer = -1 Then Go To RETIRE_FIN_SP_PEN7_REF_2

Default Next:

RETIRE_FIN_SP_PEN8

Lead-In:

RETIRE_FIN_SP_PEN7_REF_1 [Default]


 

RETIRE_FIN_SP_PEN7_SR000001

Section: Retirement Expectations

Can you give me an approximate range for that amount?

(INTERVIEWER: IT IS ACCEPTABLE FOR RESPONDENT TO REPORT UPPER AND LOWER RANGES VERY CLOSE TOGETHER, OR THE SAME FIGURE FOR UPPER AND LOWER RANGE IF A SPECIFIC NUMBER.)

More than: 

 

RETIRE_FIN_SP_PEN7_SR000002

Section: Retirement Expectations

 

Less than: 

If Answer >= -2 AND Answer <= -1 Then Go To RETIRE_FIN_SP_PEN7_REF_2

Default Next:

RETIRE_FIN_SP_PEN8

Lead-In:

RETIRE_FIN_SP_PEN7_SR000001 [Default]


 

RETIRE_FIN_SP_PEN7_REF_2

Section: Retirement Expectations

([estimate amount of total income from wages and salary in past calendar year] == -1 || [estimate income from farm/business/professional practice in past calendar year] == -1 || [{q13_31br_refe}] == -1 || [{rira1_refe}] == -1 || [{rira2_refe}] == -1 || [{rannuities_refe}] == -1 || [{rpensions_refe}] == -1 || [{q13_70_ssr_refe}] == -1 || [q13_70_disr_refe(1)] == -1 || [q13_70_disr_refe(2)] == -1 || [q13_70_disr_refe(3)] == -1 || [{q13_70_vetr_refe}] == -1 || [estimate amount spar received from wages, salary, commissions and tips from all (other) jobs, before deductions for taxes or anything else] == -1 || [amount spouse received after expenses from farm/business/professional practice] == -1 || [{q13_31bsp_refe}] == -1 || [{spira1_refe}] == -1 || [{spira2_refe}] == -1 || [{spannuities_refe}] == -1 || [{sppensions_refe}] == -1 || [{q13_70_sssp_refe}] == -1 || [q13_70_dissp_refe(1)] == -1 || [q13_70_dissp_refe(2)] == -1 || [q13_70_dissp_refe(3)] == -1 || [{q13_70_vetsp_refe}] == -1 || [estimate market value or amount that respondent/spar received since dli from estates/trusts/inheritances] == -1 || [estimate market value respondent/spar received from estates/trusts/inheritances since dli] == -1 || [estimate income received by respondent/spar in past calendar year] == -1 || [{q13_81_new_refe}] == -1 || [{retire_fin_ss2a_refe}] == -1 || [{retire_fin_ss5_refe}] == -1 || [{retire_fin_pen7_refe}] == -1 || [{retire_fin_pen9_refe}] == -1 || [{retire_fin_pen10_refe}] == -1 || [{retire_fin_pen11_refe}] == -1 || [{retire_fin_sp_ss2a_refe}] == -1 || [{retire_fin_sp_ss5_refe}] == -1)

COMMENT: R already refuse previous estimates?

If Answer = 1 Then Go To RETIRE_FIN_SP_PEN8

Default Next:

RETIRE_FIN_SP_PEN7_UAB_A

Lead-In:

RETIRE_FIN_SP_PEN7_REF_1 [1:1], RETIRE_FIN_SP_PEN7 [‑1:-1], RETIRE_FIN_SP_PEN7_SR000002 [‑2:-1]


 

RETIRE_FIN_SP_PEN7_UAB_A

Section: Retirement Expectations

[(About how much is (he/she) receiving per month?]

Would it amount to $600 or more?

 

1   YES   ...(Go To RETIRE_FIN_SP_PEN7_UAB_C)

 

0   NO   ...(Go To RETIRE_FIN_SP_PEN7_UAB_B)

 

Default Next:

RETIRE_FIN_SP_PEN8

Lead-In:

RETIRE_FIN_SP_PEN7_REF_2 [Default]


 

RETIRE_FIN_SP_PEN7_UAB_B

Section: Retirement Expectations

Would it amount to $250 or more?

 

1   YES

 

0   NO

 

Default Next:

RETIRE_FIN_SP_PEN8

Lead-In:

RETIRE_FIN_SP_PEN7_UAB_A [0:0]


 

RETIRE_FIN_SP_PEN7_UAB_C

Section: Retirement Expectations

Would it amount to $1,000 or more?

 

1   YES

 

0   NO

 

Default Next:

RETIRE_FIN_SP_PEN8

Lead-In:

RETIRE_FIN_SP_PEN7_UAB_A [1:1]


 

RETIRE_FIN_SP_PEN8

Section: Retirement Expectations

Does [S/HE] have other defined benefit plans from which [S/HE] has not started to receive benefits yet?

 

1   YES   ...(Go To RETIRE_FIN_SP_PEN9_REF_1)

 

0   NO

 

Default Next:

RETIRE_FIN_SP_PENCHK6

Lead-In:

RETIRE_FIN_SP_PEN7_REF_2 [1:1], RETIRE_FIN_SP_PEN7 [Default], RETIRE_FIN_SP_PEN7_SR000002 [Default], RETIRE_FIN_SP_PEN7_UAB_A [Default], RETIRE_FIN_SP_PEN7_UAB_B [Default], RETIRE_FIN_SP_PEN7_UAB_C [Default]


 

RETIRE_FIN_SP_PEN9_REF_1

Section: Retirement Expectations

([q13-5 refusal flag] == 1 || [q13-9 refusal flag] == 1 || [{q13_31br_ref}] == 1 || [{rira1_ref}] == 1 || [{rira2_ref}] == 1 || [{rannuities_ref}] == 1 || [{rpensions_ref}] == 1 || [{q13_70_ssr_ref}] == 1 || [q13_70_disr_ref(1)] == 1 || [q13_70_disr_ref(2)] == 1 || [q13_70_disr_ref(3)] == 1 || [{q13_70_vetr_ref}] == 1 || [q13-18 refusal flag] == 1 || [q13-24 refusal flag] == 1 || [{q13_31bsp_ref}] == 1 || [{spira1_ref}] == 1 || [{spira2_ref}] == 1 || [{spannuities_ref}] == 1 || [{sppensions_ref}] == 1 || [{q13_70_sssp_ref}] == 1 || [q13_70_dissp_ref(1)] == 1 || [q13_70_dissp_ref(2)] == 1 || [q13_70_dissp_ref(3)] == 1 || [{q13_70_vetsp_ref}] == 1 || [q13-73 refusal flag] == 1 || [q13-73a refusal flag] == 1 || [q13-75 refusal flag] == 1 || [{q13_81_new_ref}] == 1 || [{retire_fin_ss2a_ref}] == 1 || [{retire_fin_ss5_ref}] == 1 || [{retire_fin_pen7_ref}] == 1 || [{retire_fin_pen9_ref}] == 1 || [{retire_fin_pen10_ref}] == 1 || [{retire_fin_pen11_ref}] == 1 || [{retire_fin_sp_ss2a_ref}] == 1 || [{retire_fin_sp_ss5_ref}] == 1 || [{retire_fin_sp_pen7_ref}] == 1)

COMMENT: R already refuse previous estimates?

If Answer = 1 Then Go To RETIRE_FIN_SP_PEN9_REF_2

Default Next:

RETIRE_FIN_SP_PEN9

Lead-In:

RETIRE_FIN_SP_PEN8 [1:1]


 

RETIRE_FIN_SP_PEN9

Section: Retirement Expectations

In total, about how much will [S/HE] receive from these defined benefit plans per month? Please include any amounts [S/HE] is currently receiving from this type of plan.

 

If Answer = -2 Then Go To RETIRE_FIN_SP_PEN9_SR000001
If Answer = -1 Then Go To RETIRE_FIN_SP_PEN9_REF_2

Default Next:

RETIRE_FIN_SP_PEN10_REF_1

Lead-In:

RETIRE_FIN_SP_PEN9_REF_1 [Default]


 

RETIRE_FIN_SP_PEN9_SR000001

Section: Retirement Expectations

Can you give me an approximate range for that amount?

(INTERVIEWER: IT IS ACCEPTABLE FOR RESPONDENT TO REPORT UPPER AND LOWER RANGES VERY CLOSE TOGETHER, OR THE SAME FIGURE FOR UPPER AND LOWER RANGE IF A SPECIFIC NUMBER.)

More than: 

 

RETIRE_FIN_SP_PEN9_SR000002

Section: Retirement Expectations

 

Less than: 

If Answer >= -2 AND Answer <= -1 Then Go To RETIRE_FIN_SP_PEN9_REF_2

Default Next:

RETIRE_FIN_SP_PEN10_REF_1

Lead-In:

RETIRE_FIN_SP_PEN9_SR000001 [Default]


 

RETIRE_FIN_SP_PEN9_REF_2

Section: Retirement Expectations

([estimate amount of total income from wages and salary in past calendar year] == -1 || [estimate income from farm/business/professional practice in past calendar year] == -1 || [{q13_31br_refe}] == -1 || [{rira1_refe}] == -1 || [{rira2_refe}] == -1 || [{rannuities_refe}] == -1 || [{rpensions_refe}] == -1 || [{q13_70_ssr_refe}] == -1 || [q13_70_disr_refe(1)] == -1 || [q13_70_disr_refe(2)] == -1 || [q13_70_disr_refe(3)] == -1 || [{q13_70_vetr_refe}] == -1 || [estimate amount spar received from wages, salary, commissions and tips from all (other) jobs, before deductions for taxes or anything else] == -1 || [amount spouse received after expenses from farm/business/professional practice] == -1 || [{q13_31bsp_refe}] == -1 || [{spira1_refe}] == -1 || [{spira2_refe}] == -1 || [{spannuities_refe}] == -1 || [{sppensions_refe}] == -1 || [{q13_70_sssp_refe}] == -1 || [q13_70_dissp_refe(1)] == -1 || [q13_70_dissp_refe(2)] == -1 || [q13_70_dissp_refe(3)] == -1 || [{q13_70_vetsp_refe}] == -1 || [estimate market value or amount that respondent/spar received since dli from estates/trusts/inheritances] == -1 || [estimate market value respondent/spar received from estates/trusts/inheritances since dli] == -1 || [estimate income received by respondent/spar in past calendar year] == -1 || [{q13_81_new_refe}] == -1 || [{retire_fin_ss2a_refe}] == -1 || [{retire_fin_ss5_refe}] == -1 || [{retire_fin_pen7_refe}] == -1 || [{retire_fin_pen9_refe}] == -1 || [{retire_fin_pen10_refe}] == -1 || [{retire_fin_pen11_refe}] == -1 || [{retire_fin_sp_ss2a_refe}] == -1 || [{retire_fin_sp_ss5_refe}] == -1 || [{retire_fin_sp_pen7_refe}] == -1)

COMMENT: R already refuse previous estimates?

If Answer = 1 Then Go To RETIRE_FIN_SP_PEN10_REF_1

Default Next:

RETIRE_FIN_SP_PEN9_UAB_A

Lead-In:

RETIRE_FIN_SP_PEN9_REF_1 [1:1], RETIRE_FIN_SP_PEN9 [‑1:-1], RETIRE_FIN_SP_PEN9_SR000002 [‑2:-1]


 

RETIRE_FIN_SP_PEN9_UAB_A

Section: Retirement Expectations

[(In total, about how much will (he/she) receive from these defined benefit plans per month? Please include any amounts (he/she) is currently receiving from this type of plan.)]

Would it amount to $2,500 or more?

 

1   YES   ...(Go To RETIRE_FIN_SP_PEN9_UAB_C)

 

0   NO   ...(Go To RETIRE_FIN_SP_PEN9_UAB_B)

 

Default Next:

RETIRE_FIN_SP_PEN10_REF_1

Lead-In:

RETIRE_FIN_SP_PEN9_REF_2 [Default]


 

RETIRE_FIN_SP_PEN9_UAB_B

Section: Retirement Expectations

Would it amount to $1,200 or more?

 

1   YES

 

0   NO

 

Default Next:

RETIRE_FIN_SP_PEN10_REF_1

Lead-In:

RETIRE_FIN_SP_PEN9_UAB_A [0:0]


 

RETIRE_FIN_SP_PEN9_UAB_C

Section: Retirement Expectations

Would it amount to $5,000 or more?

 

1   YES

 

0   NO

 

Default Next:

RETIRE_FIN_SP_PEN10_REF_1

Lead-In:

RETIRE_FIN_SP_PEN9_UAB_A [1:1]


 

RETIRE_FIN_SP_PEN10_REF_1

Section: Retirement Expectations

([q13-5 refusal flag] == 1 || [q13-9 refusal flag] == 1 || [{q13_31br_ref}] == 1 || [{rira1_ref}] == 1 || [{rira2_ref}] == 1 || [{rannuities_ref}] == 1 || [{rpensions_ref}] == 1 || [{q13_70_ssr_ref}] == 1 || [q13_70_disr_ref(1)] == 1 || [q13_70_disr_ref(2)] == 1 || [q13_70_disr_ref(3)] == 1 || [{q13_70_vetr_ref}] == 1 || [q13-18 refusal flag] == 1 || [q13-24 refusal flag] == 1 || [{q13_31bsp_ref}] == 1 || [{spira1_ref}] == 1 || [{spira2_ref}] == 1 || [{spannuities_ref}] == 1 || [{sppensions_ref}] == 1 || [{q13_70_sssp_ref}] == 1 || [q13_70_dissp_ref(1)] == 1 || [q13_70_dissp_ref(2)] == 1 || [q13_70_dissp_ref(3)] == 1 || [{q13_70_vetsp_ref}] == 1 || [q13-73 refusal flag] == 1 || [q13-73a refusal flag] == 1 || [q13-75 refusal flag] == 1 || [{q13_81_new_ref}] == 1 || [{retire_fin_ss2a_ref}] == 1 || [{retire_fin_ss5_ref}] == 1 || [{retire_fin_pen7_ref}] == 1 || [{retire_fin_pen9_ref}] == 1 || [{retire_fin_pen10_ref}] == 1 || [{retire_fin_pen11_ref}] == 1 || [{retire_fin_sp_ss2a_ref}] == 1 || [{retire_fin_sp_ss5_ref}] == 1 || [{retire_fin_sp_pen7_ref}] == 1 || [{retire_fin_sp_pen9_ref}] == 1)

COMMENT: R already refuse previous estimates?

If Answer = 1 Then Go To RETIRE_FIN_SP_PEN10_REF_2

Default Next:

RETIRE_FIN_SP_PENCHK5

Lead-In:

RETIRE_FIN_SP_PEN9_REF_2 [1:1], RETIRE_FIN_SP_PEN6 [Default], RETIRE_FIN_SP_PEN9 [Default], RETIRE_FIN_SP_PEN9_SR000002 [Default], RETIRE_FIN_SP_PEN9_UAB_A [Default], RETIRE_FIN_SP_PEN9_UAB_B [Default], RETIRE_FIN_SP_PEN9_UAB_C [Default]


 

RETIRE_FIN_SP_PENCHK5

Section: Retirement Expectations

[{SP_PEN_DB_NOC}]==0

If Answer = 1 Then Go To RETIRE_FIN_SP_PEN10

Default Next:

RETIRE_FIN_SP_PENCHK6

Lead-In:

RETIRE_FIN_SP_PEN10_REF_1 [Default]


 

RETIRE_FIN_SP_PEN10

Section: Retirement Expectations

In total, about how much does [Spouse/partner's name] expect to receive from [his/her] defined benefit plans per month in the future?

 

If Answer = -2 Then Go To RETIRE_FIN_SP_PEN10_SR000001
If Answer = -1 Then Go To RETIRE_FIN_SP_PEN10_REF_2

Default Next:

RETIRE_FIN_SP_PENCHK6

Lead-In:

RETIRE_FIN_SP_PENCHK5 [1:1]


 

RETIRE_FIN_SP_PEN10_SR000001

Section: Retirement Expectations

(READ IF NECESSARY: In total, about how much does [Spouse/partner's name] expect to receive from [his/her] defined benefit plans per month in the future?)

Can you give me an approximate range for that amount?

(INTERVIEWER: IT IS ACCEPTABLE FOR RESPONDENT TO REPORT UPPER AND LOWER RANGES VERY CLOSE TOGETHER, OR THE SAME FIGURE FOR UPPER AND LOWER RANGE IF A SPECIFIC NUMBER.)

More than: 

 

RETIRE_FIN_SP_PEN10_SR000002

Section: Retirement Expectations

 

Less than: 

If Answer >= -2 AND Answer <= -1 Then Go To RETIRE_FIN_SP_PEN10_REF_2

Default Next:

RETIRE_FIN_SP_PENCHK6

Lead-In:

RETIRE_FIN_SP_PEN10_SR000001 [Default]


 

RETIRE_FIN_SP_PEN10_REF_2

Section: Retirement Expectations

([estimate amount of total income from wages and salary in past calendar year] == -1 || [estimate income from farm/business/professional practice in past calendar year] == -1 || [{q13_31br_refe}] == -1 || [{rira1_refe}] == -1 || [{rira2_refe}] == -1 || [{rannuities_refe}] == -1 || [{rpensions_refe}] == -1 || [{q13_70_ssr_refe}] == -1 || [q13_70_disr_refe(1)] == -1 || [q13_70_disr_refe(2)] == -1 || [q13_70_disr_refe(3)] == -1 || [{q13_70_vetr_refe}] == -1 || [estimate amount spar received from wages, salary, commissions and tips from all (other) jobs, before deductions for taxes or anything else] == -1 || [amount spouse received after expenses from farm/business/professional practice] == -1 || [{q13_31bsp_refe}] == -1 || [{spira1_refe}] == -1 || [{spira2_refe}] == -1 || [{spannuities_refe}] == -1 || [{sppensions_refe}] == -1 || [{q13_70_sssp_refe}] == -1 || [q13_70_dissp_refe(1)] == -1 || [q13_70_dissp_refe(2)] == -1 || [q13_70_dissp_refe(3)] == -1 || [{q13_70_vetsp_refe}] == -1 || [estimate market value or amount that respondent/spar received since dli from estates/trusts/inheritances] == -1 || [estimate market value respondent/spar received from estates/trusts/inheritances since dli] == -1 || [estimate income received by respondent/spar in past calendar year] == -1 || [{q13_81_new_refe}] == -1 || [{retire_fin_ss2a_refe}] == -1 || [{retire_fin_ss5_refe}] == -1 || [{retire_fin_pen7_refe}] == -1 || [{retire_fin_pen9_refe}] == -1 || [{retire_fin_pen10_refe}] == -1 || [{retire_fin_pen11_refe}] == -1 || [{retire_fin_sp_ss2a_refe}] == -1 || [{retire_fin_sp_ss5_refe}] == -1 || [{retire_fin_sp_pen7_refe}] == -1 || [{retire_fin_sp_pen9_refe}] == -1)

COMMENT: R already refuse previous estimates?

If Answer = 1 Then Go To RETIRE_FIN_SP_PENCHK6

Default Next:

RETIRE_FIN_SP_PEN10_UAB_A

Lead-In:

RETIRE_FIN_SP_PEN10_REF_1 [1:1], RETIRE_FIN_SP_PEN10 [‑1:-1], RETIRE_FIN_SP_PEN10_SR000002 [‑2:-1]


 

RETIRE_FIN_SP_PEN10_UAB_A

Section: Retirement Expectations

(READ IF NECESSARY: In total, about how much does [Spouse/partner's name] expect to receive from [his/her] defined benefit plans per month in the future?)

Would it amount to $2,500 or more?

 

1   YES   ...(Go To RETIRE_FIN_SP_PEN10_UAB_C)

 

0   NO   ...(Go To RETIRE_FIN_SP_PEN10_UAB_B)

 

Default Next:

RETIRE_FIN_SP_PENCHK6

Lead-In:

RETIRE_FIN_SP_PEN10_REF_2 [Default]


 

RETIRE_FIN_SP_PEN10_UAB_B

Section: Retirement Expectations

Would it amount to $1,200 or more?

 

1   YES

 

0   NO

 

Default Next:

RETIRE_FIN_SP_PENCHK6

Lead-In:

RETIRE_FIN_SP_PEN10_UAB_A [0:0]


 

RETIRE_FIN_SP_PEN10_UAB_C

Section: Retirement Expectations

Would it amount to $5,000 or more?

 

1   YES

 

0   NO

 

Default Next:

RETIRE_FIN_SP_PENCHK6

Lead-In:

RETIRE_FIN_SP_PEN10_UAB_A [1:1]


 

RETIRE_FIN_SP_PENCHK6

Section: Retirement Expectations

([{FIN_R_PENSION}]==1)

If Answer = 1 Then Go To RETIRE_FIN_SP_PENCHK7B

Default Next:

RETIRE_FIN_SP_PENCHK7A

Lead-In:

RETIRE_FIN_SP_PEN10_REF_2 [1:1], RETIRE_FIN_SP_PEN8 [Default], RETIRE_FIN_SP_PENCHK5 [Default], RETIRE_FIN_SP_PEN10 [Default], RETIRE_FIN_SP_PEN10_SR000002 [Default], RETIRE_FIN_SP_PEN10_UAB_A [Default], RETIRE_FIN_SP_PEN10_UAB_B [Default], RETIRE_FIN_SP_PEN10_UAB_C [Default]


 

RETIRE_FIN_SP_PENCHK7A

Section: Retirement Expectations

[{SP_PEN_DC}]==1

If Answer = 0 Then Go To RETIRE_FIN_OTHER1
If Answer = 1 Then Go To RETIRE_FIN_SP_PEN11_REF_1

Default Next:

RETIRE_FIN_SP_PENCHK7B

Lead-In:

RETIRE_FIN_SP_PENCHK6 [Default]


 

RETIRE_FIN_SP_PENCHK7B

Section: Retirement Expectations

(INSELECTION([RETIRE_FIN_SP_PEN3B],2)) || (INSELECTION([RETIRE_FIN_SP_PEN3B],3))

If Answer = 1 Then Go To RETIRE_FIN_SP_PEN11_REF_1

Default Next:

RETIRE_FIN_OTHER1

Lead-In:

RETIRE_FIN_SP_PENCHK6 [1:1], RETIRE_FIN_SP_PENCHK7A [Default]


 

RETIRE_FIN_SP_PEN11_REF_1

Section: Retirement Expectations

([q13-5 refusal flag] == 1 || [q13-9 refusal flag] == 1 || [{q13_31br_ref}] == 1 || [{rira1_ref}] == 1 || [{rira2_ref}] == 1 || [{rannuities_ref}] == 1 || [{rpensions_ref}] == 1 || [{q13_70_ssr_ref}] == 1 || [q13_70_disr_ref(1)] == 1 || [q13_70_disr_ref(2)] == 1 || [q13_70_disr_ref(3)] == 1 || [{q13_70_vetr_ref}] == 1 || [q13-18 refusal flag] == 1 || [q13-24 refusal flag] == 1 || [{q13_31bsp_ref}] == 1 || [{spira1_ref}] == 1 || [{spira2_ref}] == 1 || [{spannuities_ref}] == 1 || [{sppensions_ref}] == 1 || [{q13_70_sssp_ref}] == 1 || [q13_70_dissp_ref(1)] == 1 || [q13_70_dissp_ref(2)] == 1 || [q13_70_dissp_ref(3)] == 1 || [{q13_70_vetsp_ref}] == 1 || [q13-73 refusal flag] == 1 || [q13-73a refusal flag] == 1 || [q13-75 refusal flag] == 1 || [{q13_81_new_ref}] == 1 || [{retire_fin_ss2a_ref}] == 1 || [{retire_fin_ss5_ref}] == 1 || [{retire_fin_pen7_ref}] == 1 || [{retire_fin_pen9_ref}] == 1 || [{retire_fin_pen10_ref}] == 1 || [{retire_fin_pen11_ref}] == 1 || [{retire_fin_sp_ss2a_ref}] == 1 || [{retire_fin_sp_ss5_ref}] == 1 || [{retire_fin_sp_pen7_ref}] == 1 || [{retire_fin_sp_pen9_ref}] == 1 || [{retire_fin_sp_pen10_ref}] == 1)

COMMENT: R already refuse previous estimates?

If Answer = 1 Then Go To RETIRE_FIN_SP_PEN11_REF_2

Default Next:

RETIRE_FIN_SP_PEN11

Lead-In:

RETIRE_FIN_SP_PENCHK7A [1:1], RETIRE_FIN_SP_PENCHK7B [1:1]


 

RETIRE_FIN_SP_PEN11

Section: Retirement Expectations

Now thinking about [his/her] defined contribution plans, about how much has [Spouse/partner's name] accumulated in this type of employer-based retirement accounts?

(
READ IF NECESSARY: These include 401K, 403B, 457, and Thift Savings Plans, profit sharing plans, or stock bonus plans.)

 

If Answer = -2 Then Go To RETIRE_FIN_SP_PEN11_SR000001
If Answer = -1 Then Go To RETIRE_FIN_SP_PEN11_REF_2

Default Next:

RETIRE_FIN_OTHER1

Lead-In:

RETIRE_FIN_SP_PENCHK4A [1:1], RETIRE_FIN_SP_PEN11_REF_1 [Default]


 

RETIRE_FIN_SP_PEN11_SR000001

Section: Retirement Expectations

Can you give me an approximate range for that amount?

(INTERVIEWER: IT IS ACCEPTABLE FOR RESPONDENT TO REPORT UPPER AND LOWER RANGES VERY CLOSE TOGETHER, OR THE SAME FIGURE FOR UPPER AND LOWER RANGE IF A SPECIFIC NUMBER.)

More than: 

 

RETIRE_FIN_SP_PEN11_SR000002

Section: Retirement Expectations

 

Less than: 

If Answer >= -2 AND Answer <= -1 Then Go To RETIRE_FIN_SP_PEN11_REF_2

Default Next:

RETIRE_FIN_OTHER1

Lead-In:

RETIRE_FIN_SP_PEN11_SR000001 [Default]


 

RETIRE_FIN_SP_PEN11_REF_2

Section: Retirement Expectations

([estimate amount of total income from wages and salary in past calendar year] == -1 || [estimate income from farm/business/professional practice in past calendar year] == -1 || [{q13_31br_refe}] == -1 || [{rira1_refe}] == -1 || [{rira2_refe}] == -1 || [{rannuities_refe}] == -1 || [{rpensions_refe}] == -1 || [{q13_70_ssr_refe}] == -1 || [q13_70_disr_refe(1)] == -1 || [q13_70_disr_refe(2)] == -1 || [q13_70_disr_refe(3)] == -1 || [{q13_70_vetr_refe}] == -1 || [estimate amount spar received from wages, salary, commissions and tips from all (other) jobs, before deductions for taxes or anything else] == -1 || [amount spouse received after expenses from farm/business/professional practice] == -1 || [{q13_31bsp_refe}] == -1 || [{spira1_refe}] == -1 || [{spira2_refe}] == -1 || [{spannuities_refe}] == -1 || [{sppensions_refe}] == -1 || [{q13_70_sssp_refe}] == -1 || [q13_70_dissp_refe(1)] == -1 || [q13_70_dissp_refe(2)] == -1 || [q13_70_dissp_refe(3)] == -1 || [{q13_70_vetsp_refe}] == -1 || [estimate market value or amount that respondent/spar received since dli from estates/trusts/inheritances] == -1 || [estimate market value respondent/spar received from estates/trusts/inheritances since dli] == -1 || [estimate income received by respondent/spar in past calendar year] == -1 || [{q13_81_new_refe}] == -1 || [{retire_fin_ss2a_refe}] == -1 || [{retire_fin_ss5_refe}] == -1 || [{retire_fin_pen7_refe}] == -1 || [{retire_fin_pen9_refe}] == -1 || [{retire_fin_pen10_refe}] == -1 || [{retire_fin_pen11_refe}] == -1 || [{retire_fin_sp_ss2a_refe}] == -1 || [{retire_fin_sp_ss5_refe}] == -1 || [{retire_fin_sp_pen7_refe}] == -1 || [{retire_fin_sp_pen9_refe}] == -1 || [{retire_fin_sp_pen10_refe}] == -1)

COMMENT: R already refuse previous estimates?

If Answer = 1 Then Go To RETIRE_FIN_OTHER1

Default Next:

RETIRE_FIN_SP_PEN11_UAB_A

Lead-In:

RETIRE_FIN_SP_PEN11_REF_1 [1:1], RETIRE_FIN_SP_PEN11 [‑1:-1], RETIRE_FIN_SP_PEN11_SR000002 [‑2:-1]


 

RETIRE_FIN_SP_PEN11_UAB_A

Section: Retirement Expectations

[(Now thinking about (his/her) defined contribution plans, about how much has (spouse/partner) accumulated in this type of employer-based retirement accounts?)]

Would it amount to $6,000 or more?

 

1   YES   ...(Go To RETIRE_FIN_SP_PEN11_UAB_C)

 

0   NO   ...(Go To RETIRE_FIN_SP_PEN11_UAB_B)

 

Default Next:

RETIRE_FIN_OTHER1

Lead-In:

RETIRE_FIN_SP_PEN11_REF_2 [Default]


 

RETIRE_FIN_SP_PEN11_UAB_B

Section: Retirement Expectations

Would it amount to $2,000 or more?

 

1   YES

 

0   NO

 

Default Next:

RETIRE_FIN_OTHER1

Lead-In:

RETIRE_FIN_SP_PEN11_UAB_A [0:0]


 

RETIRE_FIN_SP_PEN11_UAB_C

Section: Retirement Expectations

Would it amount to $12,000 or more?

 

1   YES

 

0   NO

 

Default Next: