Questionnaire Public Report11/29/2022 01:06:08 PM
Cohort:National Longitudinal Survey of Youth 1979
Round:NLSY79 Round 30
Instrument :R30 Youth Main Field
  1. Retirement Expectations



RETIRE_FIN_INTRO_NEW []Section: Retirement Expectations

Now I'll be asking you some questions about your financial situation and plans for retirement.

Default Next:RETIRE_EXP_P2_INIT3


RETIRE_EXP_P2_INIT3 []Section: Retirement Expectations

[{R_SOCIALSEC}]==1

COMMENT: /* R reported social security benefits */

If Answer = 1 Then Go To
RETIRE_HOUSEVALUE_1

Default Next:RETIRE_FIN_SS3
Lead-In:RETIRE_FIN_INTRO_NEW [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_HOUSEVALUE_1
Lead-In:RETIRE_EXP_P2_INIT3 [Default]


RETIRE_FIN_SS4 []Section: Retirement Expectations

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

 

Default Next:RETIRE_HOUSEVALUE_1
Lead-In:RETIRE_FIN_SS3 [1:1]


RETIRE_HOUSEVALUE_1 []Section: Retirement Expectations

Is the (house/apartment) in which you live either owned or being bought by you [or] [Spouse/partner's name]?

(INTERVIEWER: PLEASE READ IF NECESSARY:) We would like you to answer these questions about your permanent or usual residence even if you are currently living elsewhere.

 1   YES   ...(Go To RETIRE_HOUSEVALUE_1_REF_1)
 0   NO

Default Next:RETIRE_NETWEALTH
Lead-In:RETIRE_EXP_P2_INIT3 [1:1], RETIRE_FIN_SS3 [Default], RETIRE_FIN_SS4 [Default]


RETIRE_HOUSEVALUE_1_REF_1 []Section: Retirement Expectations

([q13-3 refusal flag] == 1 || [q13-5 refusal flag] == 1 || [q13-9 refusal flag] == 1 || [q13-16 refusal flag] == 1 || [q13-18 refusal flag] == 1 || [q13-24 refusal flag] == 1 || [q13-31b refusal flag] == 1 || [q13-33i refusal flag] == 1 || [q13-33m refusal flag] == 1 || [q13-33u refusal flag] == 1 || [q13-66 refusal flag] == 1 || [q13-68 refusal flag] == 1 || [q13-70_vet refusal flag] == 1 || [q13-70_dis refusal flag] == 1 || [q13-70_ss refusal flag] == 1 || [q13-73 refusal flag] == 1 || [q13-73a refusal flag] == 1 || [q13-73c refusal flag] == 1 || [q13-73d refusal flag] == 1 || [q13-75 refusal flag] == 1 || [q13-78d refusal flag] == 1 || [q13-92 refusal flag] == 1 || [q13-92c refusal flag] == 1 || [R refuse FA_1A] == 1 || [R refuse FA_2A] == 1 || [R refuse FA_3A] == 1 || [R refuse FA_4A] == 1 || [R refuse FA_5A] == 1 || [R refuse FA_6D] == 1 || [R refuse FA_6E] == 1 || [R refuse FA_7B] == 1 || [R refuse FA_7C] == 1|| [R refuse FA_9A] == 1 || [R refuse FA_10A] == 1 || [R refuse FA_11A] == 1)

COMMENT: R already refuse previous estimates?

If Answer = 1 Then Go To
RETIRE_HOUSEVALUE_1A_REF_2

Default Next:RETIRE_HOUSEVALUE_1A
Lead-In:RETIRE_HOUSEVALUE_1 [1:1]


RETIRE_HOUSEVALUE_1A []Section: Retirement Expectations

About how much do you think this residence would sell for on today's market?

ENTER AMOUNT: $ 
If Answer = -2 Then Go To
RETIRE_HOUSEVALUE_1A_SR000001
If Answer = -1 Then Go To RETIRE_HOUSEVALUE_1A_REF_2

Default Next:RETIRE_HOUSEVALUE_1B_REF_1
Lead-In:RETIRE_HOUSEVALUE_1_REF_1 [Default]


RETIRE_HOUSEVALUE_1A_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_HOUSEVALUE_1A_SR000002 []Section: Retirement Expectations

Less than: 
If Answer >= -2 AND Answer <= -1 Then Go To
RETIRE_HOUSEVALUE_1A_REF_2

Default Next:RETIRE_HOUSEVALUE_1B_REF_1
Lead-In:RETIRE_HOUSEVALUE_1A_SR000001 [Default]


RETIRE_HOUSEVALUE_1A_REF_2 []Section: Retirement Expectations

([estimate amount of total income received during prev round from the military before taxes and other deductions] == 1 || [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 || [estimate total income of spouse/partner from military service in prev round] == 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 || [estimate amount of respondent/spar's worker's compentation payments in prev round] == 1 || [estimate amount of child support respondent actually received in prev round] == 1 || [estimate amount of child support spouse/partner actually received in prev round] == 1 || [estimate amount of child support paid by r/spar in prev round] == 1 || [estimate amount of assistance received from veterans' education benefits and/or other scholarships, fellowships or grants in prev round?] == 1 || [estimate amount of educational benefits recieved in past calendar year by spouse/partner] == 1 || [estimate amount of total income respondent/spar received from veteran benefits in prev round] == 1 || [estimate amount of respondent/spar total income from disability in prev round] == 1 || [esimate amount respondent/spar recieved in total income from social security in prev round] == 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 amount respondent/spar received from life insurance settlement since dli] == 1 || [estimate amount respondent/spar received from life insurance settlement in prev round] == 1 || [estimate income received by respondent/spar in past calendar year] == 1 || [estimate amount respondent received from Earned Income Tax Credit in 2003] == 1 || [estimate income from all welfare sources for other hh members in 2003] == 1 || [estimate income from all regular sources for other family] == 1 || [{fa_1a_refe}] == 1 || [{fa_2a_refe}] == 1 || [{fa_3a_refe}] == 1 || [{fa_4a_refe}] == 1 || [{fa_5a_refe}] == 1 || [{fa_6d_refe}] == 1 || [{fa_6e_refe}] == 1 || [{fa_7b_refe}] == 1 || [{fa_7c_refe}] == 1 || [{fa_9a_refe}] == 1 || [{fa_10a_refe}] == 1 || [{fa_11a_refe}] == 1)

COMMENT: R already refuse previous estimates?

If Answer = 1 Then Go To
RETIRE_HOUSEVALUE_1B_REF_1

Default Next:RETIRE_HOUSEVALUE_1A_UAB_A
Lead-In:RETIRE_HOUSEVALUE_1_REF_1 [1:1], RETIRE_HOUSEVALUE_1A [‑1:-1], RETIRE_HOUSEVALUE_1A_SR000002 [‑2:-1]


RETIRE_HOUSEVALUE_1A_UAB_A []Section: Retirement Expectations

Would it amount to [entry pt other hh mems inc] or more?

 1   YES   ...(Go To RETIRE_HOUSEVALUE_1A_UAB_C)
 0   NO   ...(Go To RETIRE_HOUSEVALUE_1A_UAB_B)

Default Next:RETIRE_HOUSEVALUE_1B_REF_1
Lead-In:RETIRE_HOUSEVALUE_1A_REF_2 [Default]


RETIRE_HOUSEVALUE_1A_UAB_B []Section: Retirement Expectations

Would it amount to $5,000 or more?

 1   YES
 0   NO

Default Next:RETIRE_HOUSEVALUE_1B_REF_1
Lead-In:RETIRE_HOUSEVALUE_1A_UAB_A [0:0]


RETIRE_HOUSEVALUE_1A_UAB_C []Section: Retirement Expectations

Would it amount to $30,000 or more?

 1   YES
 0   NO

Default Next:RETIRE_HOUSEVALUE_1B_REF_1
Lead-In:RETIRE_HOUSEVALUE_1A_UAB_A [1:1]


RETIRE_HOUSEVALUE_1B_REF_1 []Section: Retirement Expectations

([q13-3 refusal flag] == 1 || [q13-5 refusal flag] == 1 || [q13-9 refusal flag] == 1 || [q13-16 refusal flag] == 1 || [q13-18 refusal flag] == 1 || [q13-24 refusal flag] == 1 || [q13-31b refusal flag] == 1 || [q13-33i refusal flag] == 1 || [q13-33m refusal flag] == 1 || [q13-33u refusal flag] == 1 || [q13-66 refusal flag] == 1 || [q13-68 refusal flag] == 1 || [q13-70_vet refusal flag] == 1 || [q13-70_dis refusal flag] == 1 || [q13-70_ss refusal flag] == 1 || [q13-73 refusal flag] == 1 || [q13-73a refusal flag] == 1 || [q13-73c refusal flag] == 1 || [q13-73d refusal flag] == 1 || [q13-75 refusal flag] == 1 || [q13-78d refusal flag] == 1 || [q13-92 refusal flag] == 1 || [q13-92c refusal flag] == 1 || [R refuse FA_1A] == 1 || [R refuse FA_2A] == 1 || [R refuse FA_3A] == 1 || [R refuse FA_4A] == 1 || [R refuse FA_5A] == 1 || [R refuse FA_6D] == 1 || [R refuse FA_6E] == 1 || [R refuse FA_7B] == 1 || [R refuse FA_7C] == 1|| [R refuse FA_9A] == 1 || [R refuse FA_10A] == 1 || [R refuse FA_11A] == 1 || [r refuse nfa_1a_ref] == 1)

COMMENT: R already refuse previous estimates?

If Answer = 1 Then Go To
RETIRE_HOUSEVALUE_1B_REF_2

Default Next:RETIRE_HOUSEVALUE_1B
Lead-In:RETIRE_HOUSEVALUE_1A_REF_2 [1:1], RETIRE_HOUSEVALUE_1A [Default], RETIRE_HOUSEVALUE_1A_SR000002 [Default], RETIRE_HOUSEVALUE_1A_UAB_A [Default], RETIRE_HOUSEVALUE_1A_UAB_B [Default], RETIRE_HOUSEVALUE_1A_UAB_C [Default]


RETIRE_HOUSEVALUE_1B []Section: Retirement Expectations

About how much do you [or] [Spouse/partner's name] owe on this residence, for mortgages, home equity loans, back taxes, home improvement loans? Please do not include any utility bills.

ENTER AMOUNT: $ 
If Answer = -2 Then Go To
RETIRE_HOUSEVALUE_1B_SR000001
If Answer = -1 Then Go To RETIRE_HOUSEVALUE_1B_REF_2

Default Next:RETIRE_HOUSEVALUE_1C_REF_1
Lead-In:RETIRE_HOUSEVALUE_1B_REF_1 [Default]


RETIRE_HOUSEVALUE_1B_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_HOUSEVALUE_1B_SR000002 []Section: Retirement Expectations

Less than: 
If Answer >= -2 AND Answer <= -1 Then Go To
RETIRE_HOUSEVALUE_1B_REF_2

Default Next:RETIRE_HOUSEVALUE_1C_REF_1
Lead-In:RETIRE_HOUSEVALUE_1B_SR000001 [Default]


RETIRE_HOUSEVALUE_1B_REF_2 []Section: Retirement Expectations

([estimate amount of total income received during prev round from the military before taxes and other deductions] == 1 || [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 || [estimate total income of spouse/partner from military service in prev round] == 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 || [estimate amount of respondent/spar's worker's compentation payments in prev round] == 1 || [estimate amount of child support respondent actually received in prev round] == 1 || [estimate amount of child support spouse/partner actually received in prev round] == 1 || [estimate amount of child support paid by r/spar in prev round] == 1 || [estimate amount of assistance received from veterans' education benefits and/or other scholarships, fellowships or grants in prev round?] == 1 || [estimate amount of educational benefits recieved in past calendar year by spouse/partner] == 1 || [estimate amount of total income respondent/spar received from veteran benefits in prev round] == 1 || [estimate amount of respondent/spar total income from disability in prev round] == 1 || [esimate amount respondent/spar recieved in total income from social security in prev round] == 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 amount respondent/spar received from life insurance settlement since dli] == 1 || [estimate amount respondent/spar received from life insurance settlement in prev round] == 1 || [estimate income received by respondent/spar in past calendar year] == 1 || [estimate amount respondent received from Earned Income Tax Credit in 2003] == 1 || [estimate income from all welfare sources for other hh members in 2003] == 1 || [estimate income from all regular sources for other family] == 1 || [{fa_1a_refe}] == 1 || [{fa_2a_refe}] == 1 || [{fa_3a_refe}] == 1 || [{fa_4a_refe}] == 1 || [{fa_5a_refe}] == 1 || [{fa_6d_refe}] == 1 || [{fa_6e_refe}] == 1 || [{fa_7b_refe}] == 1 || [{fa_7c_refe}] == 1 || [{fa_9a_refe}] == 1 || [{fa_10a_refe}] == 1 || [{fa_11a_refe}] == 1 || [{nfa_1a_refe}] == 1)

COMMENT: R already refuse previous estimates?

If Answer = 1 Then Go To
RETIRE_HOUSEVALUE_1C_REF_1

Default Next:RETIRE_HOUSEVALUE_1B_UAB_A
Lead-In:RETIRE_HOUSEVALUE_1B_REF_1 [1:1], RETIRE_HOUSEVALUE_1B [‑1:-1], RETIRE_HOUSEVALUE_1B_SR000002 [‑2:-1]


RETIRE_HOUSEVALUE_1B_UAB_A []Section: Retirement Expectations

(About how much do you [or] [Spouse/partner's name] owe on this residence, for mortgages, home equity loans, back taxes, home improvement loans? Please do not include any utility bills.)

Would it amount to [entry pt other hh mems inc] or more?

 1   YES   ...(Go To RETIRE_HOUSEVALUE_1B_UAB_C)
 0   NO   ...(Go To RETIRE_HOUSEVALUE_1B_UAB_B)

Default Next:RETIRE_HOUSEVALUE_1C_REF_1
Lead-In:RETIRE_HOUSEVALUE_1B_REF_2 [Default]


RETIRE_HOUSEVALUE_1B_UAB_B []Section: Retirement Expectations

Would it amount to $5,000 or more?

 1   YES
 0   NO

Default Next:RETIRE_HOUSEVALUE_1C_REF_1
Lead-In:RETIRE_HOUSEVALUE_1B_UAB_A [0:0]


RETIRE_HOUSEVALUE_1B_UAB_C []Section: Retirement Expectations

Would it amount to $30,000 or more?

 1   YES
 0   NO

Default Next:RETIRE_HOUSEVALUE_1C_REF_1
Lead-In:RETIRE_HOUSEVALUE_1B_UAB_A [1:1]


RETIRE_HOUSEVALUE_1C_REF_1 []Section: Retirement Expectations

([q13-3 refusal flag] == 1 || [q13-5 refusal flag] == 1 || [q13-9 refusal flag] == 1 || [q13-16 refusal flag] == 1 || [q13-18 refusal flag] == 1 || [q13-24 refusal flag] == 1 || [q13-31b refusal flag] == 1 || [q13-33i refusal flag] == 1 || [q13-33m refusal flag] == 1 || [q13-33u refusal flag] == 1 || [q13-66 refusal flag] == 1 || [q13-68 refusal flag] == 1 || [q13-70_vet refusal flag] == 1 || [q13-70_dis refusal flag] == 1 || [q13-70_ss refusal flag] == 1 || [q13-73 refusal flag] == 1 || [q13-73a refusal flag] == 1 || [q13-73c refusal flag] == 1 || [q13-73d refusal flag] == 1 || [q13-75 refusal flag] == 1 || [q13-78d refusal flag] == 1 || [q13-92 refusal flag] == 1 || [q13-92c refusal flag] == 1 || [R refuse FA_1A] == 1 || [R refuse FA_2A] == 1 || [R refuse FA_3A] == 1 || [R refuse FA_4A] == 1 || [R refuse FA_5A] == 1 || [R refuse FA_6D] == 1 || [R refuse FA_6E] == 1 || [R refuse FA_7B] == 1 || [R refuse FA_7C] == 1|| [R refuse FA_9A] == 1 || [R refuse FA_10A] == 1 || [R refuse FA_11A] == 1 || [r refuse nfa_1a_ref] == 1 || [r refuse nfa_1b_ref] == 1)

COMMENT: R already refuse previous estimates?

If Answer = 1 Then Go To
RETIRE_HOUSEVALUE_1C_REF_2

Default Next:RETIRE_HOUSEVALUE_1C
Lead-In:RETIRE_HOUSEVALUE_1B_REF_2 [1:1], RETIRE_HOUSEVALUE_1B [Default], RETIRE_HOUSEVALUE_1B_SR000002 [Default], RETIRE_HOUSEVALUE_1B_UAB_A [Default], RETIRE_HOUSEVALUE_1B_UAB_B [Default], RETIRE_HOUSEVALUE_1B_UAB_C [Default]


RETIRE_HOUSEVALUE_1C []Section: Retirement Expectations

How much other debt do you [or] [Spouse/partner's name] have on this residence, such as assessments, home repair bills?

ENTER AMOUNT: $ 
If Answer = -2 Then Go To
RETIRE_HOUSEVALUE_1C_SR000001
If Answer = -1 Then Go To RETIRE_HOUSEVALUE_1C_REF_2

Default Next:RETIRE_NETWEALTH
Lead-In:RETIRE_HOUSEVALUE_1C_REF_1 [Default]


RETIRE_HOUSEVALUE_1C_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_HOUSEVALUE_1C_SR000002 []Section: Retirement Expectations

Less than: 
If Answer >= -2 AND Answer <= -1 Then Go To
RETIRE_HOUSEVALUE_1C_REF_2

Default Next:RETIRE_NETWEALTH
Lead-In:RETIRE_HOUSEVALUE_1C_SR000001 [Default]


RETIRE_HOUSEVALUE_1C_REF_2 []Section: Retirement Expectations

([estimate amount of total income received during prev round from the military before taxes and other deductions] == 1 || [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 || [estimate total income of spouse/partner from military service in prev round] == 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 || [estimate amount of respondent/spar's worker's compentation payments in prev round] == 1 || [estimate amount of child support respondent actually received in prev round] == 1 || [estimate amount of child support spouse/partner actually received in prev round] == 1 || [estimate amount of child support paid by r/spar in prev round] == 1 || [estimate amount of assistance received from veterans' education benefits and/or other scholarships, fellowships or grants in prev round?] == 1 || [estimate amount of educational benefits recieved in past calendar year by spouse/partner] == 1 || [estimate amount of total income respondent/spar received from veteran benefits in prev round] == 1 || [estimate amount of respondent/spar total income from disability in prev round] == 1 || [esimate amount respondent/spar recieved in total income from social security in prev round] == 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 amount respondent/spar received from life insurance settlement since dli] == 1 || [estimate amount respondent/spar received from life insurance settlement in prev round] == 1 || [estimate income received by respondent/spar in past calendar year] == 1 || [estimate amount respondent received from Earned Income Tax Credit in 2003] == 1 || [estimate income from all welfare sources for other hh members in 2003] == 1 || [estimate income from all regular sources for other family] == 1 || [{fa_1a_refe}] == 1 || [{fa_2a_refe}] == 1 || [{fa_3a_refe}] == 1 || [{fa_4a_refe}] == 1 || [{fa_5a_refe}] == 1 || [{fa_6d_refe}] == 1 || [{fa_6e_refe}] == 1 || [{fa_7b_refe}] == 1 || [{fa_7c_refe}] == 1 || [{fa_9a_refe}] == 1 || [{fa_10a_refe}] == 1 || [{fa_11a_refe}] == 1 || [{nfa_1a_refe}] == 1 || [{nfa_1b_refe}] == 1)

COMMENT: R already refuse previous estimates?

If Answer = 1 Then Go To
RETIRE_NETWEALTH

Default Next:RETIRE_HOUSEVALUE_1C_UAB_A
Lead-In:RETIRE_HOUSEVALUE_1C_REF_1 [1:1], RETIRE_HOUSEVALUE_1C [‑1:-1], RETIRE_HOUSEVALUE_1C_SR000002 [‑2:-1]


RETIRE_HOUSEVALUE_1C_UAB_A []Section: Retirement Expectations

(About how much other debt do you [or] [Spouse/partner's name] have on this residence, such as assessments, home repair bills?)

Would it amount to [entry pt other hh mems inc] or more?

 1   YES   ...(Go To RETIRE_HOUSEVALUE_1C_UAB_C)
 0   NO   ...(Go To RETIRE_HOUSEVALUE_1C_UAB_B)

Default Next:RETIRE_NETWEALTH
Lead-In:RETIRE_HOUSEVALUE_1C_REF_2 [Default]


RETIRE_HOUSEVALUE_1C_UAB_B []Section: Retirement Expectations

Would it amount to $5,000 or more?

 1   YES
 0   NO

Default Next:RETIRE_NETWEALTH
Lead-In:RETIRE_HOUSEVALUE_1C_UAB_A [0:0]


RETIRE_HOUSEVALUE_1C_UAB_C []Section: Retirement Expectations

Would it amount to $30,000 or more?

 1   YES
 0   NO

Default Next:RETIRE_NETWEALTH
Lead-In:RETIRE_HOUSEVALUE_1C_UAB_A [1:1]


RETIRE_NETWEALTH []Section: Retirement Expectations

Suppose you [and] [Spouse/partner's name] were to sell all of your major possessions [including your home/], turn all of your investments and other assets into cash, and pay-off all of your debts. Would you have something left over, break even, or be in debt?

 1   Have something left over
 2   Break even   ...(Go To RETIRE_EXP_P2_3)
 3   Be in debt

Default Next:RETIRE_141A_REF_1
Lead-In:RETIRE_HOUSEVALUE_1C_REF_2 [1:1], RETIRE_HOUSEVALUE_1 [Default], RETIRE_HOUSEVALUE_1C [Default], RETIRE_HOUSEVALUE_1C_SR000002 [Default], RETIRE_HOUSEVALUE_1C_UAB_A [Default], RETIRE_HOUSEVALUE_1C_UAB_B [Default], RETIRE_HOUSEVALUE_1C_UAB_C [Default]


RETIRE_141A_REF_1 []Section: Retirement Expectations

([q13-3 refusal flag] == 1 || [q13-5 refusal flag] == 1 || [q13-9 refusal flag] == 1 || [q13-16 refusal flag] == 1 || [q13-18 refusal flag] == 1 || [q13-24 refusal flag] == 1 || [q13-31b refusal flag] == 1 || [q13-33i refusal flag] == 1 || [q13-33m refusal flag] == 1 || [q13-33u refusal flag] == 1 || [q13-66 refusal flag] == 1 || [q13-68 refusal flag] == 1 || [q13-70_vet refusal flag] == 1 || [q13-70_dis refusal flag] == 1 || [q13-70_ss refusal flag] == 1 || [q13-73 refusal flag] == 1 || [q13-73a refusal flag] == 1 || [q13-73c refusal flag] == 1 || [q13-73d refusal flag] == 1 || [q13-75 refusal flag] == 1 || [q13-78d refusal flag] == 1 || [q13-92 refusal flag] == 1 || [q13-92c refusal flag] == 1)

COMMENT: R already refuse previous estimates?

If Answer = 1 Then Go To
RETIRE_SAV5_REF_2

Default Next:RETIRE_SAV5
Lead-In:RETIRE_NETWEALTH [Default]


RETIRE_SAV5 []Section: Retirement Expectations

How much would you [have left over/be in debt]?

 
If Answer = -2 Then Go To
RETIRE_SAV5_SR000001
If Answer = -1 Then Go To RETIRE_SAV5_REF_2

Default Next:RETIRE_EXP_P2_3
Lead-In:RETIRE_141A_REF_1 [Default]


RETIRE_SAV5_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_SAV5_SR000002 []Section: Retirement Expectations

Less than: 
If Answer >= -2 AND Answer <= -1 Then Go To
RETIRE_SAV5_REF_2

Default Next:RETIRE_EXP_P2_3
Lead-In:RETIRE_SAV5_SR000001 [Default]


RETIRE_SAV5_REF_2 []Section: Retirement Expectations

([estimate amount of total income received during prev round from the military before taxes and other deductions] == 1 || [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 || [estimate total income of spouse/partner from military service in prev round] == 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 || [estimate amount of respondent/spar's worker's compentation payments in prev round] == 1 || [estimate amount of child support respondent actually received in prev round] == 1 || [estimate amount of child support spouse/partner actually received in prev round] == 1 || [estimate amount of child support paid by r/spar in prev round] == 1 || [estimate amount of assistance received from veterans' education benefits and/or other scholarships, fellowships or grants in prev round?] == 1 || [estimate amount of educational benefits recieved in past calendar year by spouse/partner] == 1 || [estimate amount of total income respondent/spar received from veteran benefits in prev round] == 1 || [estimate amount of respondent/spar total income from disability in prev round] == 1 || [esimate amount respondent/spar recieved in total income from social security in prev round] == 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 amount respondent/spar received from life insurance settlement since dli] == 1 || [estimate amount respondent/spar received from life insurance settlement in prev round] == 1 || [estimate income received by respondent/spar in past calendar year] == 1 || [estimate amount respondent received from Earned Income Tax Credit in 2003] == 1 || [estimate income from all welfare sources for other hh members in 2003] == 1 || [estimate income from all regular sources for other family] == 1)

COMMENT: R already refuse previous estimates?

If Answer = 1 Then Go To
RETIRE_EXP_P2_3

Default Next:RETIRE_SAV5_UAB_A
Lead-In:RETIRE_141A_REF_1 [1:1], RETIRE_SAV5 [‑1:-1], RETIRE_SAV5_SR000002 [‑2:-1]


RETIRE_SAV5_UAB_A []Section: Retirement Expectations

Would it amount to $10,000 or more?

 1   YES   ...(Go To RETIRE_SAV5_UAB_C)
 0   NO   ...(Go To RETIRE_SAV5_UAB_B)

Default Next:RETIRE_EXP_P2_3
Lead-In:RETIRE_SAV5_REF_2 [Default]


RETIRE_SAV5_UAB_B []Section: Retirement Expectations

Would it amount to $1,000 or more?

 1   YES
 0   NO

Default Next:RETIRE_EXP_P2_3
Lead-In:RETIRE_SAV5_UAB_A [0:0]


RETIRE_SAV5_UAB_C []Section: Retirement Expectations

Would it amount to $50,000 or more?

 1   YES
 0   NO

Default Next:RETIRE_EXP_P2_3
Lead-In:RETIRE_SAV5_UAB_A [1:1]


RETIRE_EXP_P2_3 []Section: Retirement Expectations

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...

 1   None
 2   A little bit
 3   A fair amount
 4   A great deal

Default Next:RETIRE_EXP_P2_E_INTRO
Lead-In:RETIRE_NETWEALTH [2:2], RETIRE_SAV5_REF_2 [1:1], RETIRE_SAV5 [Default], RETIRE_SAV5_SR000002 [Default], RETIRE_SAV5_UAB_A [Default], RETIRE_SAV5_UAB_B [Default], RETIRE_SAV5_UAB_C [Default]


RETIRE_EXP_P2_E_INTRO []Section: Retirement Expectations

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.

Default Next:RETIRE_EXP_P2_E_CHK1
Lead-In:RETIRE_EXP_P2_3 [Default]


RETIRE_EXP_P2_E_CHK1 []Section: Retirement Expectations

([R's age] >= 62)

If Answer = 1 Then Go To
RETIRE_EXP_P2_E_CHK2A

Default Next:RETIRE_EXP_P2_E1
Lead-In:RETIRE_EXP_P2_E_INTRO [Default]


RETIRE_EXP_P2_E1 []Section: Retirement Expectations

[(Thinking about employment in general and not just your present job,) what] is the percent chance 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.

ENTER 0 TO 100: 
If Answer = 0 Then Go To
RETIRE_EXP_P2_E3

Default Next:RETIRE_EXP_P2_E2
Lead-In:RETIRE_EXP_P2_E_CHK1 [Default]


RETIRE_EXP_P2_E_CHK2A []Section: Retirement Expectations

([R's age] >= 65)

If Answer = 1 Then Go To
RETIRE_EXP_P2_E_CHK2B

Default Next:RETIRE_EXP_P2_E2
Lead-In:RETIRE_EXP_P2_E_CHK1 [1:1]


RETIRE_EXP_P2_E2 []Section: Retirement Expectations

What is the percent chance 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.

ENTER 0 TO 100: 

Default Next:RETIRE_EXP_P2_E_CHK2B
Lead-In:RETIRE_EXP_P2_E1 [Default], RETIRE_EXP_P2_E_CHK2A [Default]


RETIRE_EXP_P2_E_CHK2B []Section: Retirement Expectations

([R's age] >= 67)

If Answer = 1 Then Go To
RETIRE_EXP_P2_E3

Default Next:RETIRE_EXP_P2_E2B
Lead-In:RETIRE_EXP_P2_E_CHK2A [1:1], RETIRE_EXP_P2_E2 [Default]


RETIRE_EXP_P2_E2B []Section: Retirement Expectations

What is the percent chance that you will be working full-time after you reach age 67?

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.

ENTER 0 TO 100: 

Default Next:RETIRE_EXP_P2_E3
Lead-In:RETIRE_EXP_P2_E_CHK2B [Default]


RETIRE_EXP_P2_E3 []Section: Retirement Expectations

What is the percent chance that your health will limit your work activity during the next 10 years?

ENTER 0 TO 100: 


RETIRE_EXP_P2_E7 []Section: Retirement Expectations

What is the percent chance that you will live to be 75 or more?

ENTER 0 TO 100: 


RETIRE_EXP_P2_F9 []Section: Retirement Expectations

What is the percent chance that you will have major medical or long-term care expenses that will require you to use most of your savings?

ENTER 0 TO 100: 

Default Next:RETIRE_EXP_P2_F9A_CHK
Lead-In:RETIRE_EXP_P2_E7 [Default]


RETIRE_EXP_P2_F9A_CHK []Section: Retirement Expectations

[marital status code] ==1 || [partner in hh?]==1

COMMENT: R is currently married or living with a partner

If Answer = 1 Then Go To
RETIRE_EXP_P2_F10

Default Next:RETIRE_EXP_P2_F9_CHK
Lead-In:RETIRE_EXP_P2_F9 [Default]


RETIRE_EXP_P2_F10 []Section: Retirement Expectations

What is the percent chance that [Spouse/partner's name] will have major medical or long-term care expenses that will require you to use most of your savings?

ENTER 0 TO 100: 

Default Next:RETIRE_EXP_P2_F9_CHK
Lead-In:RETIRE_EXP_P2_F9A_CHK [1:1]


RETIRE_EXP_P2_F9_CHK []Section: Retirement Expectations

[type of dwelling unit]

COMMENT: /* branch around some institutionalized categories */

If Answer >= 6 AND Answer <= 7 Then Go To
RETIRE_EXP_P3_CHK
If Answer = 9 Then Go To RETIRE_EXP_P3_CHK

Default Next:RETIRE_EXP_P2_10
Lead-In:RETIRE_EXP_P2_F9A_CHK [Default], RETIRE_EXP_P2_F10 [Default]


RETIRE_EXP_P2_10 []Section: Retirement Expectations

In the past 12 months, have you been evicted or foreclosed, received an eviction or foreclosure notice, or been told by a landlord to move from your residence?

 1   Yes, I have been, or am currently being, evicted or foreclosed from my residence.
 2   Yes, I have received an eviction notice, but have not yet been evicted or foreclosed from my residence.
 3   Yes, I have been told by a landlord to leave my residence, but have not yet received a written eviction notice.
 4   No, I have not been evicted or foreclosed, received an eviction or foreclosure notice, or been told by a landlord to leave my residence.

Default Next:RETIRE_EXP_P3_CHK
Lead-In:RETIRE_EXP_P2_F9_CHK [Default]


RETIRE_EXP_P3_CHK []Section: Retirement Expectations

[{KEY_EMPLOYED}]==1

If Answer = 1 Then Go To
RETIRE_EXP_P3_CHK2

Default Next:WILL_PREVCHK1
Lead-In:RETIRE_EXP_P2_F9_CHK [6:7], RETIRE_EXP_P2_F9_CHK [9:9], RETIRE_EXP_P2_10 [Default]


RETIRE_EXP_P3_CHK2 []Section: Retirement Expectations

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

COMMENT: R receives health insurance from employer

If Answer = 1 Then Go To
RETIRE_EXP_P3_E1

Default Next:RETIRE_EXP_P3_E2
Lead-In:RETIRE_EXP_P3_CHK [1:1]


RETIRE_EXP_P3_E1 []Section: Retirement Expectations

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

 1   YES
 0   NO

Default Next:RETIRE_EXP_P3_E2
Lead-In:RETIRE_EXP_P3_CHK2 [1:1]


RETIRE_EXP_P3_E2 []Section: Retirement Expectations

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

 1   YES
 0   NO

Default Next:WILL_PREVCHK1
Lead-In:RETIRE_EXP_P3_CHK2 [Default], RETIRE_EXP_P3_E1 [Default]