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Welcome to the 2017 AFS Annual Meeing, being held this year, in conjunction with FPA in Nashville!
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Monday, October 2 • 1:30pm - Saturday, October 28 • 2:30pm
H3a Exploring the Association Between Inheritance and the Retirement Expectation

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This study explored the association between inheritance and the expected retirement age using the 2010 and 2013 Survey of Consumer Finances (SCF). We found that inheritance expectations were associated with the expected retirement age. Specifically, individuals who expected to receive or leave inheritances were more likely to retire early than those without the inheritance expectations while there was no evidence that the effect of previous inheritance receipt on retirement expectation. Policymakers may apply the findings to public pensions and labor market policies. Financial planners and estate planners may use our findings to explain the importance of personalized planning to specific clients who expect to receive or leave inheritances in the near future.

Author(s): Shinae Choi, Ph.D., Kyoung Tae Kim, Ph.D.


Shinae Choi

Assistant Professor, The University of Alabama

Monday October 2, 2017 1:30pm - Saturday October 28, 2017 2:30pm

Attendees (4)