Questionnaire Public Report | 11/29/2022 01:06:08 PM | |

Cohort: | National Longitudinal Survey of Youth 1979 | |

Round: | NLSY79 Round 30 | |

Instrument : | R30 Youth Main Field |

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_1Default 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_2Default 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 = -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: |

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_1Default 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_2Default 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 = -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: |

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_1Default 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_2Default 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 = -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: |

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_NETWEALTHDefault 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_2Default 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 = -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 |

More than: |

RETIRE_SAV5_SR000002 [] | Section: Retirement Expectations |

Less than: |

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_3Default 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_CHK2ADefault 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: |

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_CHK2BDefault 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_E3Default 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_F10Default 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_CHKIf 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_CHK2Default 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_E1Default 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] |