Please use this identifier to cite or link to this item: http://hdl.handle.net/2123/7697

Title: Involuntary Retirement and the Resolution of the Retirement-Consumption Puzzle: Evidence from Australia
Authors: Barrett, Garry F.
Brzozowski, Matthew
Economics
Keywords: Consumption Smoothing
Household Expenditure
Retirement
Issue Date: Sep-2010
Publisher: Department of Economics
Series/Report no.: 2010-10
Abstract: A substantial body of international research has shown that household expenditure on food and non-durables significantly decreases at the time of retirement - a finding that is inconsistent with the standard life-cycle model of consumption if retirement is an anticipated event. This fall in expenditure has become known as the `retirement-consumption puzzle.' We analyze rich Australian panel data to assess the Australian evidence on the puzzle. We find strong evidence of a fall in expenditures on groceries, food consumed at home and outside meals with retirement. The observed decline in expenditure is explained by a subset of households experiencing an unanticipated wealth shock, such as a major health event or long-term job loss, at the time of retirement. This finding is corroborated by an analysis of alternative measures of household well-being, including indicators of financial hardship, and self-reported financial and life satisfaction. For the majority of households retirement is anticipated and there is no decline in economic welfare at retirement. However, for an important minority, retirement is `involuntary' and these households experience a marked decline across all indicators of economic well-being.
URI: http://hdl.handle.net/2123/7697
Department/Unit/Centre: Economics
Appears in Collections:Working Papers - Economics

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