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.

[{R_disability}]==1

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

[{R_socialsec}]==1

[{rsocsec_pcy}]==0

([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?

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.

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.)

([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?

(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?

Would it amount to $1000 or more?

Would it amount to $2,000 or more?

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

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

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

([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?

About how much will those benefits be per month?

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.)

([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?

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

Would it amount to $1,500 or more?

Would it amount to $1000 or more?

Would it amount to $2,000 or more?

[{R_pension}]==1

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.)

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

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.

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.

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

[{PEN_DB}]==1

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.

([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?

How much are you receiving per month?

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.)

([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?

[How much are you receiving per month?]

Would it amount to $2,500 or more?

Would it amount to $1,200 or more?

Would it amount to $5,000 or more?

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

([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?

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.

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.)

([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?

[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?

Would it amount to $1200 or more?

Would it amount to $5,000 or more?

([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?

[{PEN_DB_NOR}]==0

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

(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.)

([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?

(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?

Would it amount to $1,200 or more?

Would it amount to $5,000 or more?

[{PEN_DC}]==1

([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?

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)

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.)

([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?

[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?

Would it amount to $2,000 or more?

Would it amount to $12,000 or more?

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?

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

COMMENT: R has a spouse or partner

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.

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

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

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

[{spsocsec_pcy}]==0

([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?

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

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.)

([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?

[(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?

Would it amount to $1,000 or more?

Would it amount to $2,000 or more?

(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?

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

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

([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?

About how much will those benefits be, per month?

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.)

([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?

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

Would it amount to $1,500 or more?

Would it amount to $1,000 or more?

Would it amount to $2,000 or more?

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

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

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

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

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.

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.

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?

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.)

[{SP_PEN_DB}]==1

[{SP_PEN_DB}]==1

[{SP_PEN_DC}]==1

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.

([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?

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

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.)

([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?

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

Would it amount to $600 or more?

Would it amount to $250 or more?

Would it amount to $1,000 or more?

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

([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?

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.

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.)

([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?

[(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?

Would it amount to $1,200 or more?

Would it amount to $5,000 or more?

([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?

[{SP_PEN_DB_NOC}]==0

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

(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.)

([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?

(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?

Would it amount to $1,200 or more?

Would it amount to $5,000 or more?

([{FIN_R_PENSION}]==1)

[{SP_PEN_DC}]==1

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

([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?

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.)

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.)

([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?

[(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?

Would it amount to $2,000 or more?

Would it amount to $12,000 or more?

Finally, are you [or] [Spouse/partner's name] entitled to any other pension benefits that we haven't talked about, for example as part of an earlier divorce settlement?

What is the source of these benefits?

(INTERVIEWER: PLEASE SELECT ALL THAT APPLY.)

([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 || [{retire_fin_sp_pen11_ref}] == 1)

COMMENT: R already refuse previous estimates?

All together, about how much are these benefits worth?

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.)

([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 || [{retire_fin_sp_pen11_refe}] == -1)

COMMENT: R already refuse previous estimates?

[(All together, about how much are these benefits worth?)]

Would it amount to $10,000 or more?

Would it amount to $5,000 or more?

Would it amount to $20,000 or more?

Now let's talk about any personal savings you may have accumulated.

Earlier in the interview I asked you about tax-advantaged personal retirement accounts such as IRAs and Keogh plans. Besides personal retirement accounts of this kind, do you [and] [Spouse/partner's name] have other savings accounts or financial investments that you could use in retirement?

(READ IF NECESSARY: Please include types of plans such as savings, stocks, bonds, untapped annuities and so forth.)

([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 || [{retire_fin_sp_pen11_ref}] == 1 || [{retire_fin_other3_ref}] == 1)

COMMENT: R already refuse previous estimates?

About how much savings do you [and] [Spouse/partner's name] have in these accounts?

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.)

([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 || [{retire_fin_sp_pen11_refe}] == -1 || [{retire_fin_other3_refe}] == -1)

COMMENT: R already refuse previous estimates?

[(About how much savings do you (and your spouse/partner) have in these accounts?]

Would it amount to $10,000 or more?

Would it amount to $5,000 or more?

Would it amount to $20,000 or more?

Do you [and] [Spouse/partner's name] have any other assets such as your vehicles or other real estate that you could sell to support yourself/yourselves in retirement? Please don't include your primary residence in this total.

If you sold all of these assets and paid any debts that you owe on them, would you expect to have money left over, break even, or be in debt? Again, please don't include your primary residence in this total.

([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 || [{retire_fin_sp_pen11_ref}] == 1 || [{retire_fin_other3_ref}] == 1 || [{retire_sav2_ref}] == 1)

COMMENT: R already refuse previous estimates?

About how much would you [{left_debt_text}]?

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.)

([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 || [{retire_fin_sp_pen11_refe}] == -1 || [{retire_fin_other3_refe}] == -1 || [{retire_sav2_refe}] == -1)

COMMENT: R already refuse previous estimates?

[(About how much would you (have left/be in debt)?)]

Would it amount to $10,000 or more?

Would it amount to $5,000 or more?

Would it amount to $20,000 or more?

Some people continue to work after they begin collecting payments from retirement sources, perhaps part-time or at a less stressful or more rewarding or flexible job. Do you plan to do this?

([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 || [{retire_fin_sp_pen11_ref}] == 1 || [{retire_fin_other3_ref}] == 1 || [{retire_sav2_ref}] == 1 || [{retire_sav5_ref}] == 1)

COMMENT: R already refuse previous estimates?

About how much do you expect to earn per month in such a job?

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.)

([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 || [{retire_fin_sp_pen11_refe}] == -1 || [{retire_fin_other3_refe}] == -1 || [{retire_sav2_refe}] == -1 || [{retire_sav5_refe}] == -1)

COMMENT: R already refuse previous estimates?

[(About how much do you expect to earn per month at such a job?)]

Would it amount to $600 or more?

Would it amount to $250 or more?

Would it amount to $1,000 or more?

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

Does [Spouse/partner's name] plan to work after collecting payments from retirement sources?

([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 || [{retire_fin_sp_pen11_ref}] == 1 || [{retire_fin_other3_ref}] == 1 || [{retire_sav2_ref}] == 1 || [{retire_sav5_ref}] == 1 || [{retire_nfa2_ref}] == 1)

COMMENT: R already refuse previous estimates?

About how much [(do you expect/is)] [S/HE] [(will earn/earning)] per month [(in such a job/in " + [his/her] + " job)]?

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.)

([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 || [{retire_fin_sp_pen11_refe}] == -1 || [{retire_fin_other3_refe}] == -1 || [{retire_sav2_refe}] == -1 || [{retire_sav5_refe}] == -1 || [{retire_nfa2_refe}] == -1)

COMMENT: R already refuse previous estimates?

[(About how much do you expect that (he/she) will earn per month in such a job?)]

Would it amount to $600 or more?

Would it amount to $250 or more?

Would it amount to $1,000 or more?

Do you [or] [Spouse/partner's name] expect to get any financial support from your family when you are older?


(INTERVIEWER: PLEASE DO NOT INCLUDE ANY POTENTIAL INHERITANCES.)

([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 || [{retire_fin_sp_pen11_ref}] == 1 || [{retire_fin_other3_ref}] == 1 || [{retire_sav2_ref}] == 1 || [{retire_sav5_ref}] == 1 || [{retire_nfa2_ref}] == 1 || [{retire_nfa4_ref}] == 1)

COMMENT: R already refuse previous estimates?

About how much would this be?

CHOOSE UNIT:

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.)

([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 || [{retire_fin_sp_pen11_refe}] == -1 || [{retire_fin_other3_refe}] == -1 || [{retire_sav2_refe}] == -1 || [{retire_sav5_refe}] == -1 || [{retire_nfa2_refe}] == -1 || [{retire_nfa4_refe}] == -1)

COMMENT: R already refuse previous estimates?

Would it amount to $10,000 or more?

Would it amount to $5,000 or more?

Would it amount to $20,000 or more?

People begin learning about and preparing for retirement at different ages and in different ways. How much planning have you done for your retirement? Would you say you have done...

Now, I have some questions about how likely you think various events might be. When I ask a question I'd like for you to give me a number from 0 to 100, where "0" means that you think there is absolutely no chance the event will occur, and "100" means that you think the event is absolutely sure to happen.

READ IF NECESSARY: For example, no one can ever be sure about tomorrow's weather, but if you think that rain is very unlikely tomorrow, you might say that there is a 10 percent chance of rain. If you think there is a very good chance that it will rain tomorrow, you might say that there is an 80 percent chance of rain. If you are positive that it will rain tomorrow, you would say there is a 100 percent chance of rain.

([R's age] >= 62)

[(Thinking about employment in general and not just your present job,) what] do you think the chances are that you will be working full-time after you reach age 62?

READ IF NECESSARY: As a reminder, I'd like for you to give me a number from 0 to 100, where "0" means that you think there is absolutely no chance the event will occur, and "100" means that you think the event is absolutely sure to happen.

For example, no one can ever be sure about tomorrow's weather, but if you think that rain is very unlikely tomorrow, you might say that there is a 10 percent chance of rain. If you think there is a very good chance that it will rain tomorrow, you might say that there is an 80 percent chance of rain. If you are positive that it will rain tomorrow, you would say there is a 100 percent chance of rain.

What do you think the chances are that you will be working full-time after you reach age 65?

READ IF NECESSARY: As a reminder, I'd like for you to give me a number from 0 to 100, where "0" means that you think there is absolutely no chance the event will occur, and "100" means that you think the event is absolutely sure to happen.

For example, no one can ever be sure about tomorrow's weather, but if you think that rain is very unlikely tomorrow, you might say that there is a 10 percent chance of rain. If you think there is a very good chance that it will rain tomorrow, you might say that there is an 80 percent chance of rain. If you are positive that it will rain tomorrow, you would say there is a 100 percent chance of rain.

What do you think the chances are that your health will limit your work activity during the next 10 years?

What do you think the chances are that you will live to be 75 or more?

What do you think the chances are that you will ever have to move to a nursing home?

[{KEY_EMPLOYED}]==1

[r has no health care coverage?]==1

COMMENT: R receives health insurance from employer

Right now, would you like to leave work altogether, but plan to keep working because you need health insurance?

Right now, would you like to leave work altogether, but plan to keep working because you need the money?

[spouse in hh?]==1

Between you and your spouse, on average over your working life whose annual earnings would you say were higher?

Next, please tell us if you believe the following statements to be True or False.

Social Security uses the term Full Retirement Age as the age at which a person can receive full retirement benefits. That age for someone with your birth year is between 66 ½ and 67 years old. Consider a person who claims Social Security benefits before reaching Full Retirement Age, but continues working up to Full Retirement Age. How do you think working before reaching Full Retirement Age may affect their benefits before they reach Full Retirement Age?

INTERVIEWER: THE SOCIAL SECURITY ADMINISTRATION IS INTERESTED IN R'S KNOWLEDGE OF HOW THE SYSTEM WORKS. IF R DOES NOT KNOW, THEN SIMPLY SELECT DON'T KNOW.

How do you think working before reaching Full Retirement Age may affect their benefits after they reach Full Retirement Age?

INTERVIEWER: THE SOCIAL SECURITY ADMINISTRATION IS INTERESTED IN R'S KNOWLEDGE OF HOW THE SYSTEM WORKS. IF R DOES NOT KNOW, THEN SIMPLY SELECT DON'T KNOW.