Questionnaire Public Report11/03/2021 12:44:08 PM
Cohort:National Longitudinal Survey of Youth 1979
Round:NLSY79 Round 28
Instrument :R28 Youth Main Field
  1. Retirement Expectations



RETIRE_FIN_INTRO []Section: Retirement Expectations

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.

Default Next:RETIRE_FIN_DISCHK


RETIRE_FIN_DISCHK [T81632.00]Section: Retirement Expectations

[{R_disability}]==1

If Answer = 1 Then Go To
RETIRE_FIN_DIS

Default Next:RETIRE_FIN_SSCHK1
Lead-In:RETIRE_FIN_INTRO [Default]


RETIRE_FIN_DIS [T81633.00]Section: Retirement Expectations

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

 1   YES
 0   NO

Default Next:RETIRE_FIN_SSCHK1
Lead-In:RETIRE_FIN_DISCHK [1:1]


RETIRE_FIN_SSCHK1 [T81634.00]Section: Retirement Expectations

[{R_socialsec}]==1

If Answer = 1 Then Go To
RETIRE_FIN_SSCHK2

Default Next:RETIRE_FIN_SS3
Lead-In:RETIRE_FIN_DISCHK [Default], RETIRE_FIN_DIS [Default]


RETIRE_FIN_SSCHK2 [T81635.00]Section: Retirement Expectations

[{rsocsec_pcy}]==0

If Answer = 1 Then Go To
RETIRE_FIN_SS2A_REF_1

Default Next:RETIRE_FIN_SS2B
Lead-In:RETIRE_FIN_SSCHK1 [1:1]


RETIRE_FIN_SS2A_REF_1 []Section: Retirement Expectations

([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?

If Answer = 1 Then Go To
RETIRE_FIN_SS2A_REF_2

Default Next:RETIRE_FIN_SS2A
Lead-In:RETIRE_FIN_SSCHK2 [1:1]


RETIRE_FIN_SS2A [T81636.00]Section: Retirement Expectations

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.

 
If Answer = -2 Then Go To
RETIRE_FIN_SS2A_SR000001
If Answer = -1 Then Go To RETIRE_FIN_SS2A_REF_2

Default Next:RETIRE_FIN_SS2B
Lead-In:RETIRE_FIN_SS2A_REF_1 [Default]


RETIRE_FIN_SS2A_SR000001 [T81637.00]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_FIN_SS2A_SR000002 [T81638.00]Section: Retirement Expectations

Less than: 
If Answer >= -2 AND Answer <= -1 Then Go To
RETIRE_FIN_SS2A_REF_2

Default Next:RETIRE_FIN_SS2B
Lead-In:RETIRE_FIN_SS2A_SR000001 [Default]


RETIRE_FIN_SS2A_REF_2 [T81639.00]Section: Retirement Expectations

([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?

If Answer = 1 Then Go To
RETIRE_FIN_SS2B

Default Next:RETIRE_FIN_SS2A_UAB_A
Lead-In:RETIRE_FIN_SS2A_REF_1 [1:1], RETIRE_FIN_SS2A [‑1:-1], RETIRE_FIN_SS2A_SR000002 [‑2:-1]


RETIRE_FIN_SS2A_UAB_A [T81640.00]Section: Retirement Expectations

(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?

 1   YES   ...(Go To RETIRE_FIN_SS2A_UAB_C)
 0   NO   ...(Go To RETIRE_FIN_SS2A_UAB_B)

Default Next:RETIRE_FIN_SS2B
Lead-In:RETIRE_FIN_SS2A_REF_2 [Default]


RETIRE_FIN_SS2A_UAB_B [T81641.00]Section: Retirement Expectations

Would it amount to $1000 or more?

 1   YES
 0   NO

Default Next:RETIRE_FIN_SS2B
Lead-In:RETIRE_FIN_SS2A_UAB_A [0:0]


RETIRE_FIN_SS2A_UAB_C [T81642.00]Section: Retirement Expectations

Would it amount to $2,000 or more?

 1   YES
 0   NO

Default Next:RETIRE_FIN_SS2B
Lead-In:RETIRE_FIN_SS2A_UAB_A [1:1]


RETIRE_FIN_SS2B [T81643.00]Section: Retirement Expectations

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

 

Default Next:RETIRE_FIN_PENCHK1
Lead-In:RETIRE_FIN_SS2A_REF_2 [1:1], RETIRE_FIN_SSCHK2 [Default], RETIRE_FIN_SS2A [Default], RETIRE_FIN_SS2A_SR000002 [Default], RETIRE_FIN_SS2A_UAB_A [Default], RETIRE_FIN_SS2A_UAB_B [Default], RETIRE_FIN_SS2A_UAB_C [Default]


RETIRE_FIN_SS3 [T81644.00]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_FIN_PENCHK1
Lead-In:RETIRE_FIN_SSCHK1 [Default]


RETIRE_FIN_SS4 [T81645.00]Section: Retirement Expectations

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

 

Default Next:RETIRE_FIN_SS5_REF_1
Lead-In:RETIRE_FIN_SS3 [1:1]


RETIRE_FIN_SS5_REF_1 []Section: Retirement Expectations

([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?

If Answer = 1 Then Go To
RETIRE_FIN_SS5_REF_2

Default Next:RETIRE_FIN_SS5
Lead-In:RETIRE_FIN_SS4 [Default]


RETIRE_FIN_SS5 [T81646.00]Section: Retirement Expectations

About how much will those benefits be per month?

 
If Answer = -2 Then Go To
RETIRE_FIN_SS5_SR000001
If Answer = -1 Then Go To RETIRE_FIN_SS5_REF_2

Default Next:RETIRE_FIN_PENCHK1
Lead-In:RETIRE_FIN_SS5_REF_1 [Default]


RETIRE_FIN_SS5_SR000001 [T81647.00]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_FIN_SS5_SR000002 [T81648.00]Section: Retirement Expectations

Less than: 
If Answer >= -2 AND Answer <= -1 Then Go To
RETIRE_FIN_SS5_REF_2

Default Next:RETIRE_FIN_PENCHK1
Lead-In:RETIRE_FIN_SS5_SR000001 [Default]


RETIRE_FIN_SS5_REF_2 []Section: Retirement Expectations

([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?

If Answer = 1 Then Go To
RETIRE_FIN_PENCHK1

Default Next:RETIRE_FIN_SS5_UAB_A
Lead-In:RETIRE_FIN_SS5_REF_1 [1:1], RETIRE_FIN_SS5 [‑1:-1], RETIRE_FIN_SS5_SR000002 [‑2:-1]


RETIRE_FIN_SS5_UAB_A [T81649.00]Section: Retirement Expectations

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

Would it amount to $1,500 or more?

 1   YES   ...(Go To RETIRE_FIN_SS5_UAB_C)
 0   NO   ...(Go To RETIRE_FIN_SS5_UAB_B)

Default Next:RETIRE_FIN_PENCHK1
Lead-In:RETIRE_FIN_SS5_REF_2 [Default]


RETIRE_FIN_SS5_UAB_B [T81650.00]Section: Retirement Expectations

Would it amount to $1000 or more?

 1   YES
 0   NO

Default Next:RETIRE_FIN_PENCHK1
Lead-In:RETIRE_FIN_SS5_UAB_A [0:0]


RETIRE_FIN_SS5_UAB_C [T81651.00]Section: Retirement Expectations

Would it amount to $2,000 or more?

 1   YES
 0   NO

Default Next:RETIRE_FIN_PENCHK1
Lead-In:RETIRE_FIN_SS5_UAB_A [1:1]


RETIRE_FIN_PENCHK1 [T81652.00]Section: Retirement Expectations

[{R_pension}]==1

If Answer = 1 Then Go To
RETIRE_FIN_PEN2

Default Next:RETIRE_FIN_PEN1
Lead-In:RETIRE_FIN_SS5_REF_2 [1:1], RETIRE_FIN_SS2B [Default], RETIRE_FIN_SS3 [Default], RETIRE_FIN_SS5 [Default], RETIRE_FIN_SS5_SR000002 [Default], RETIRE_FIN_SS5_UAB_A [Default], RETIRE_FIN_SS5_UAB_B [Default], RETIRE_FIN_SS5_UAB_C [Default]


RETIRE_FIN_PEN1 [T81653.00]Section: Retirement Expectations

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.)

 1   YES   ...(Go To RETIRE_FIN_PEN2)
 0   NO

Default Next:RETIRE_FIN_PEN12
Lead-In:RETIRE_FIN_PENCHK1 [Default]


RETIRE_FIN_PEN2 []Section: Retirement Expectations

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

Default Next:RETIRE_FIN_PEN3
Lead-In:RETIRE_FIN_PENCHK1 [1:1], RETIRE_FIN_PEN1 [1:1]


RETIRE_FIN_PEN3 [T81654.00]Section: Retirement Expectations

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.

 1   YES
 0   NO

Default Next:RETIRE_FIN_PEN4
Lead-In:RETIRE_FIN_PEN2 [Default]


RETIRE_FIN_PEN4 [T81655.00]Section: Retirement Expectations

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.

 1   YES
 0   NO

Default Next:RETIRE_FIN_PEN5
Lead-In:RETIRE_FIN_PEN3 [Default]


RETIRE_FIN_PEN5 [T81656.00]Section: Retirement Expectations

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

 1   YES
 2   NO

Default Next:RETIRE_FIN_PENCHK2
Lead-In:RETIRE_FIN_PEN4 [Default]


RETIRE_FIN_PENCHK2 [T81657.00]Section: Retirement Expectations

[{PEN_DB}]==1

If Answer = 1 Then Go To
RETIRE_FIN_PEN6

Default Next:RETIRE_FIN_PENCHK4
Lead-In:RETIRE_FIN_PEN5 [Default]


RETIRE_FIN_PEN6 [T81658.00]Section: Retirement Expectations

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.

 1   YES   ...(Go To RETIRE_FIN_PEN7_REF_1)
 0   NO

Default Next:RETIRE_FIN_PEN10_REF_1
Lead-In:RETIRE_FIN_PENCHK2 [1:1]


RETIRE_FIN_PEN7_REF_1 []Section: Retirement Expectations

([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?

If Answer = 1 Then Go To
RETIRE_FIN_PEN7_REF_2

Default Next:RETIRE_FIN_PEN7
Lead-In:RETIRE_FIN_PEN6 [1:1]


RETIRE_FIN_PEN7 [T81659.00]Section: Retirement Expectations

How much are you receiving per month?

 
If Answer = -2 Then Go To
RETIRE_FIN_PEN7_SR000001
If Answer = -1 Then Go To RETIRE_FIN_PEN7_REF_2

Default Next:RETIRE_FIN_PEN8
Lead-In:RETIRE_FIN_PEN7_REF_1 [Default]


RETIRE_FIN_PEN7_SR000001 [T81660.00]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_FIN_PEN7_SR000002 [T81661.00]Section: Retirement Expectations

Less than: 
If Answer >= -2 AND Answer <= -1 Then Go To
RETIRE_FIN_PEN7_REF_2

Default Next:RETIRE_FIN_PEN8
Lead-In:RETIRE_FIN_PEN7_SR000001 [Default]


RETIRE_FIN_PEN7_REF_2 []Section: Retirement Expectations

([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?

If Answer = 1 Then Go To
RETIRE_FIN_PEN8

Default Next:RETIRE_FIN_PEN7_UAB_A
Lead-In:RETIRE_FIN_PEN7_REF_1 [1:1], RETIRE_FIN_PEN7 [‑1:-1], RETIRE_FIN_PEN7_SR000002 [‑2:-1]


RETIRE_FIN_PEN7_UAB_A [T81662.00]Section: Retirement Expectations

[How much are you receiving per month?]

Would it amount to $2,500 or more?

 1   YES   ...(Go To RETIRE_FIN_PEN7_UAB_C)
 0   NO   ...(Go To RETIRE_FIN_PEN7_UAB_B)

Default Next:RETIRE_FIN_PEN8
Lead-In:RETIRE_FIN_PEN7_REF_2 [Default]


RETIRE_FIN_PEN7_UAB_B [T81663.00]Section: Retirement Expectations

Would it amount to $1,200 or more?

 1   YES
 0   NO

Default Next:RETIRE_FIN_PEN8
Lead-In:RETIRE_FIN_PEN7_UAB_A [0:0]


RETIRE_FIN_PEN7_UAB_C [T81664.00]Section: Retirement Expectations

Would it amount to $5,000 or more?

 1   YES
 0   NO

Default Next:RETIRE_FIN_PEN8
Lead-In:RETIRE_FIN_PEN7_UAB_A [1:1]


RETIRE_FIN_PEN8 [T81665.00]Section: Retirement Expectations

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

 1   YES   ...(Go To RETIRE_FIN_PEN9_REF_1)
 0   NO

Default Next:RETIRE_FIN_PENCHK4
Lead-In:RETIRE_FIN_PEN7_REF_2 [1:1], RETIRE_FIN_PEN7 [Default], RETIRE_FIN_PEN7_SR000002 [Default], RETIRE_FIN_PEN7_UAB_A [Default], RETIRE_FIN_PEN7_UAB_B [Default], RETIRE_FIN_PEN7_UAB_C [Default]


RETIRE_FIN_PEN9_REF_1 []Section: Retirement Expectations

([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?

If Answer = 1 Then Go To
RETIRE_FIN_PEN9_REF_2

Default Next:RETIRE_FIN_PEN9
Lead-In:RETIRE_FIN_PEN8 [1:1]


RETIRE_FIN_PEN9 [T81666.00]Section: Retirement Expectations

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.

 
If Answer = -2 Then Go To
RETIRE_FIN_PEN9_SR000001
If Answer = -1 Then Go To RETIRE_FIN_PEN9_REF_2

Default Next:RETIRE_FIN_PEN10_REF_1
Lead-In:RETIRE_FIN_PEN9_REF_1 [Default]


RETIRE_FIN_PEN9_SR000001 [T81667.00]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_FIN_PEN9_SR000002 [T81668.00]Section: Retirement Expectations

Less than: 
If Answer >= -2 AND Answer <= -1 Then Go To
RETIRE_FIN_PEN9_REF_2

Default Next:RETIRE_FIN_PEN10_REF_1
Lead-In:RETIRE_FIN_PEN9_SR000001 [Default]


RETIRE_FIN_PEN9_REF_2 []Section: Retirement Expectations

([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?

If Answer = 1 Then Go To
RETIRE_FIN_PEN10_REF_1

Default Next:RETIRE_FIN_PEN9_UAB_A
Lead-In:RETIRE_FIN_PEN9_REF_1 [1:1], RETIRE_FIN_PEN9 [‑1:-1], RETIRE_FIN_PEN9_SR000002 [‑2:-1]


RETIRE_FIN_PEN9_UAB_A [T81669.00]Section: Retirement Expectations

[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?

 1   YES   ...(Go To RETIRE_FIN_PEN9_UAB_C)
 0   NO   ...(Go To RETIRE_FIN_PEN9_UAB_B)

Default Next:RETIRE_FIN_PEN10_REF_1
Lead-In:RETIRE_FIN_PEN9_REF_2 [Default]


RETIRE_FIN_PEN9_UAB_B [T81670.00]Section: Retirement Expectations

Would it amount to $1200 or more?

 1   YES
 0   NO

Default Next:RETIRE_FIN_PEN10_REF_1
Lead-In:RETIRE_FIN_PEN9_UAB_A [0:0]


RETIRE_FIN_PEN9_UAB_C [T81671.00]Section: Retirement Expectations

Would it amount to $5,000 or more?

 1   YES
 0   NO

Default Next:RETIRE_FIN_PEN10_REF_1
Lead-In:RETIRE_FIN_PEN9_UAB_A [1:1]


RETIRE_FIN_PEN10_REF_1 []Section: Retirement Expectations

([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?

If Answer = 1 Then Go To
RETIRE_FIN_PEN10_REF_2

Default Next:RETIRE_FIN_PENCHK3
Lead-In:RETIRE_FIN_PEN9_REF_2 [1:1], RETIRE_FIN_PEN6 [Default], RETIRE_FIN_PEN9 [Default], RETIRE_FIN_PEN9_SR000002 [Default], RETIRE_FIN_PEN9_UAB_A [Default], RETIRE_FIN_PEN9_UAB_B [Default], RETIRE_FIN_PEN9_UAB_C [Default]


RETIRE_FIN_PENCHK3 [T81672.00]Section: Retirement Expectations

[{PEN_DB_NOR}]==0

If Answer = 1 Then Go To
RETIRE_FIN_PEN10

Default Next:RETIRE_FIN_PENCHK4
Lead-In:RETIRE_FIN_PEN10_REF_1 [Default]


RETIRE_FIN_PEN10 [T81673.00]Section: Retirement Expectations

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

 
If Answer = -2 Then Go To
RETIRE_FIN_PEN10_SR000001
If Answer = -1 Then Go To RETIRE_FIN_PEN10_REF_2

Default Next:RETIRE_FIN_PENCHK4
Lead-In:RETIRE_FIN_PENCHK3 [1:1]


RETIRE_FIN_PEN10_SR000001 [T81674.00]Section: Retirement Expectations

(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.)

More than: 


RETIRE_FIN_PEN10_SR000002 [T81675.00]Section: Retirement Expectations

Less than: 
If Answer >= -2 AND Answer <= -1 Then Go To
RETIRE_FIN_PEN10_REF_2

Default Next:RETIRE_FIN_PENCHK4
Lead-In:RETIRE_FIN_PEN10_SR000001 [Default]


RETIRE_FIN_PEN10_REF_2 []Section: Retirement Expectations

([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?

If Answer = 1 Then Go To
RETIRE_FIN_PENCHK4

Default Next:RETIRE_FIN_PEN10_UAB_A
Lead-In:RETIRE_FIN_PEN10_REF_1 [1:1], RETIRE_FIN_PEN10 [‑1:-1], RETIRE_FIN_PEN10_SR000002 [‑2:-1]


RETIRE_FIN_PEN10_UAB_A [T81676.00]Section: Retirement Expectations

(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?

 1   YES   ...(Go To RETIRE_FIN_PEN10_UAB_C)
 0   NO   ...(Go To RETIRE_FIN_PEN10_UAB_B)

Default Next:RETIRE_FIN_PENCHK4
Lead-In:RETIRE_FIN_PEN10_REF_2 [Default]


RETIRE_FIN_PEN10_UAB_B [T81677.00]Section: Retirement Expectations

Would it amount to $1,200 or more?

 1   YES
 0   NO

Default Next:RETIRE_FIN_PENCHK4
Lead-In:RETIRE_FIN_PEN10_UAB_A [0:0]


RETIRE_FIN_PEN10_UAB_C [T81678.00]Section: Retirement Expectations

Would it amount to $5,000 or more?

 1   YES
 0   NO

Default Next:RETIRE_FIN_PENCHK4
Lead-In:RETIRE_FIN_PEN10_UAB_A [1:1]


RETIRE_FIN_PENCHK4 [T81679.00]Section: Retirement Expectations

[{PEN_DC}]==1

If Answer = 1 Then Go To
RETIRE_FIN_PEN11_REF_1

Default Next:RETIRE_FIN_SPCHK
Lead-In:RETIRE_FIN_PEN10_REF_2 [1:1], RETIRE_FIN_PENCHK2 [Default], RETIRE_FIN_PEN8 [Default], RETIRE_FIN_PENCHK3 [Default], RETIRE_FIN_PEN10 [Default], RETIRE_FIN_PEN10_SR000002 [Default], RETIRE_FIN_PEN10_UAB_A [Default], RETIRE_FIN_PEN10_UAB_B [Default], RETIRE_FIN_PEN10_UAB_C [Default]


RETIRE_FIN_PEN11_REF_1 []Section: Retirement Expectations

([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?

If Answer = 1 Then Go To
RETIRE_FIN_PEN11_REF_2

Default Next:RETIRE_FIN_PEN11
Lead-In:RETIRE_FIN_PENCHK4 [1:1]


RETIRE_FIN_PEN11 [T81680.00]Section: Retirement Expectations

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)

 
If Answer = -2 Then Go To
RETIRE_FIN_PEN11_SR000001
If Answer = -1 Then Go To RETIRE_FIN_PEN11_REF_2

Default Next:RETIRE_FIN_SPCHK
Lead-In:RETIRE_FIN_PEN11_REF_1 [Default]


RETIRE_FIN_PEN11_SR000001 [T81682.00]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_FIN_PEN11_SR000002 [T81684.00]Section: Retirement Expectations

Less than: 
If Answer >= -2 AND Answer <= -1 Then Go To
RETIRE_FIN_PEN11_REF_2

Default Next:RETIRE_FIN_SPCHK
Lead-In:RETIRE_FIN_PEN11_SR000001 [Default]


RETIRE_FIN_PEN11_REF_2 []Section: Retirement Expectations

([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?

If Answer = 1 Then Go To
RETIRE_FIN_SPCHK

Default Next:RETIRE_FIN_PEN11_UAB_A
Lead-In:RETIRE_FIN_PEN11_REF_1 [1:1], RETIRE_FIN_PEN11 [‑1:-1], RETIRE_FIN_PEN11_SR000002 [‑2:-1]


RETIRE_FIN_PEN11_UAB_A [T81686.00]Section: Retirement Expectations

[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?

 1   YES   ...(Go To RETIRE_FIN_PEN11_UAB_C)
 0   NO   ...(Go To RETIRE_FIN_PEN11_UAB_B)

Default Next:RETIRE_FIN_SPCHK
Lead-In:RETIRE_FIN_PEN11_REF_2 [Default]


RETIRE_FIN_PEN11_UAB_B [T81687.00]Section: Retirement Expectations

Would it amount to $2,000 or more?

 1   YES
 0   NO

Default Next:RETIRE_FIN_SPCHK
Lead-In:RETIRE_FIN_PEN11_UAB_A [0:0]


RETIRE_FIN_PEN11_UAB_C [T81688.00]Section: Retirement Expectations

Would it amount to $12,000 or more?

 1   YES
 0   NO

Default Next:RETIRE_FIN_SPCHK
Lead-In:RETIRE_FIN_PEN11_UAB_A [1:1]


RETIRE_FIN_PEN12 [T81689.00]Section: Retirement Expectations

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?

 1   YES
 0   NO

Default Next:RETIRE_FIN_SPCHK
Lead-In:RETIRE_FIN_PEN1 [Default]


RETIRE_FIN_SPCHK [T81690.00]Section: Retirement Expectations

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

COMMENT: R has a spouse or partner

If Answer = 1 Then Go To
RETIRE_FIN_SP_INTRO

Default Next:RETIRE_FIN_OTHER1
Lead-In:RETIRE_FIN_PEN11_REF_2 [1:1], RETIRE_FIN_PENCHK4 [Default], RETIRE_FIN_PEN11 [Default], RETIRE_FIN_PEN11_SR000002 [Default], RETIRE_FIN_PEN11_UAB_A [Default], RETIRE_FIN_PEN11_UAB_B [Default], RETIRE_FIN_PEN11_UAB_C [Default], RETIRE_FIN_PEN12 [Default]


RETIRE_FIN_SP_INTRO []Section: Retirement Expectations

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.

Default Next:RETIRE_FIN_SP_DISCHK1
Lead-In:RETIRE_FIN_SPCHK [1:1]


RETIRE_FIN_SP_DISCHK1 [T81691.00]Section: Retirement Expectations

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

If Answer = 1 Then Go To
RETIRE_FIN_SP_DIS

Default Next:RETIRE_FIN_SP_SSCHK1
Lead-In:RETIRE_FIN_SP_INTRO [Default]


RETIRE_FIN_SP_DIS [T81692.00]Section: Retirement Expectations

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

 1   YES
 0   NO

Default Next:RETIRE_FIN_SP_SSCHK1
Lead-In:RETIRE_FIN_SP_DISCHK1 [1:1]


RETIRE_FIN_SP_SSCHK1 []Section: Retirement Expectations

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

If Answer = 1 Then Go To
RETIRE_FIN_SP_SSCHK2

Default Next:RETIRE_FIN_SP_SS3
Lead-In:RETIRE_FIN_SP_DISCHK1 [Default], RETIRE_FIN_SP_DIS [Default]


RETIRE_FIN_SP_SSCHK2 [T81693.00]Section: Retirement Expectations

[{spsocsec_pcy}]==0

If Answer = 1 Then Go To
RETIRE_FIN_SP_SS2A_REF_1

Default Next:RETIRE_FIN_SP_SS2B
Lead-In:RETIRE_FIN_SP_SSCHK1 [1:1]


RETIRE_FIN_SP_SS2A_REF_1 []Section: Retirement Expectations

([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?

If Answer = 1 Then Go To
RETIRE_FIN_SP_SS2A_REF_2

Default Next:RETIRE_FIN_SP_SS2A
Lead-In:RETIRE_FIN_SP_SSCHK2 [1:1]


RETIRE_FIN_SP_SS2A [T81694.00]Section: Retirement Expectations

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

 
If Answer = -2 Then Go To
RETIRE_FIN_SP_SS2A_SR000001
If Answer = -1 Then Go To RETIRE_FIN_SP_SS2A_REF_2

Default Next:RETIRE_FIN_SP_SS2B
Lead-In:RETIRE_FIN_SP_SS2A_REF_1 [Default]


RETIRE_FIN_SP_SS2A_SR000001 [T81695.00]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_FIN_SP_SS2A_SR000002 [T81696.00]Section: Retirement Expectations

Less than: 
If Answer >= -2 AND Answer <= -1 Then Go To
RETIRE_FIN_SP_SS2A_REF_2

Default Next:RETIRE_FIN_SP_SS2B
Lead-In:RETIRE_FIN_SP_SS2A_SR000001 [Default]


RETIRE_FIN_SP_SS2A_REF_2 []Section: Retirement Expectations

([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?

If Answer = 1 Then Go To
RETIRE_FIN_SP_SS2B

Default Next:RETIRE_FIN_SP_SS2A_UAB_A
Lead-In:RETIRE_FIN_SP_SS2A_REF_1 [1:1], RETIRE_FIN_SP_SS2A [‑1:-1], RETIRE_FIN_SP_SS2A_SR000002 [‑2:-1]


RETIRE_FIN_SP_SS2A_UAB_A [T81697.00]Section: Retirement Expectations

[(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?

 1   YES   ...(Go To RETIRE_FIN_SP_SS2A_UAB_C)
 0   NO   ...(Go To RETIRE_FIN_SP_SS2A_UAB_B)

Default Next:RETIRE_FIN_SP_SS2B
Lead-In:RETIRE_FIN_SP_SS2A_REF_2 [Default]


RETIRE_FIN_SP_SS2A_UAB_B [T81698.00]Section: Retirement Expectations

Would it amount to $1,000 or more?

 1   YES
 0   NO

Default Next:RETIRE_FIN_SP_SS2B
Lead-In:RETIRE_FIN_SP_SS2A_UAB_A [0:0]


RETIRE_FIN_SP_SS2A_UAB_C [T81699.00]Section: Retirement Expectations

Would it amount to $2,000 or more?

 1   YES
 0   NO

Default Next:RETIRE_FIN_SP_SS2B
Lead-In:RETIRE_FIN_SP_SS2A_UAB_A [1:1]


RETIRE_FIN_SP_SS2B [T81700.00]Section: Retirement Expectations

(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?

 

Default Next:RETIRE_FIN_SP_PENCHK1
Lead-In:RETIRE_FIN_SP_SS2A_REF_2 [1:1], RETIRE_FIN_SP_SSCHK2 [Default], RETIRE_FIN_SP_SS2A [Default], RETIRE_FIN_SP_SS2A_SR000002 [Default], RETIRE_FIN_SP_SS2A_UAB_A [Default], RETIRE_FIN_SP_SS2A_UAB_B [Default], RETIRE_FIN_SP_SS2A_UAB_C [Default]


RETIRE_FIN_SP_SS3 [T81701.00]Section: Retirement Expectations

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

 1   YES   ...(Go To RETIRE_FIN_SP_SS4)
 0   NO

Default Next:RETIRE_FIN_SP_PENCHK1
Lead-In:RETIRE_FIN_SP_SSCHK1 [Default]


RETIRE_FIN_SP_SS4 [T81702.00]Section: Retirement Expectations

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

 

Default Next:RETIRE_FIN_SP_SS5_REF_1
Lead-In:RETIRE_FIN_SP_SS3 [1:1]


RETIRE_FIN_SP_SS5_REF_1 []Section: Retirement Expectations

([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?

If Answer = 1 Then Go To
RETIRE_FIN_SP_SS5_REF_2

Default Next:RETIRE_FIN_SP_SS5
Lead-In:RETIRE_FIN_SP_SS4 [Default]


RETIRE_FIN_SP_SS5 [T81703.00]Section: Retirement Expectations

About how much will those benefits be, per month?

 
If Answer = -2 Then Go To
RETIRE_FIN_SP_SS5_SR000001
If Answer = -1 Then Go To RETIRE_FIN_SP_SS5_REF_2

Default Next:RETIRE_FIN_SP_PENCHK1
Lead-In:RETIRE_FIN_SP_SS5_REF_1 [Default]


RETIRE_FIN_SP_SS5_SR000001 [T81704.00]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_FIN_SP_SS5_SR000002 [T81705.00]Section: Retirement Expectations

Less than: 
If Answer >= -2 AND Answer <= -1 Then Go To
RETIRE_FIN_SP_SS5_REF_2

Default Next:RETIRE_FIN_SP_PENCHK1
Lead-In:RETIRE_FIN_SP_SS5_SR000001 [Default]


RETIRE_FIN_SP_SS5_REF_2 []Section: Retirement Expectations

([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?

If Answer = 1 Then Go To
RETIRE_FIN_SP_PENCHK1

Default Next:RETIRE_FIN_SP_SS5_UAB_A
Lead-In:RETIRE_FIN_SP_SS5_REF_1 [1:1], RETIRE_FIN_SP_SS5 [‑1:-1], RETIRE_FIN_SP_SS5_SR000002 [‑2:-1]


RETIRE_FIN_SP_SS5_UAB_A [T81706.00]Section: Retirement Expectations

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

Would it amount to $1,500 or more?

 1   YES   ...(Go To RETIRE_FIN_SP_SS5_UAB_C)
 0   NO   ...(Go To RETIRE_FIN_SP_SS5_UAB_B)

Default Next:RETIRE_FIN_SP_PENCHK1
Lead-In:RETIRE_FIN_SP_SS5_REF_2 [Default]


RETIRE_FIN_SP_SS5_UAB_B [T81707.00]Section: Retirement Expectations

Would it amount to $1,000 or more?

 1   YES
 0   NO

Default Next:RETIRE_FIN_SP_PENCHK1
Lead-In:RETIRE_FIN_SP_SS5_UAB_A [0:0]


RETIRE_FIN_SP_SS5_UAB_C [T81708.00]Section: Retirement Expectations

Would it amount to $2,000 or more?

 1   YES
 0   NO

Default Next:RETIRE_FIN_SP_PENCHK1
Lead-In:RETIRE_FIN_SP_SS5_UAB_A [1:1]


RETIRE_FIN_SP_PENCHK1 [T81709.00]Section: Retirement Expectations

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

If Answer = 1 Then Go To
RETIRE_FIN_SP_PENCHK2

Default Next:RETIRE_FIN_SP_PEN1
Lead-In:RETIRE_FIN_SP_SS5_REF_2 [1:1], RETIRE_FIN_SP_SS2B [Default], RETIRE_FIN_SP_SS3 [Default], RETIRE_FIN_SP_SS5 [Default], RETIRE_FIN_SP_SS5_SR000002 [Default], RETIRE_FIN_SP_SS5_UAB_A [Default], RETIRE_FIN_SP_SS5_UAB_B [Default], RETIRE_FIN_SP_SS5_UAB_C [Default]


RETIRE_FIN_SP_PEN1 [T81710.00]Section: Retirement Expectations

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

 1   YES   ...(Go To RETIRE_FIN_SP_PENCHK2)
 0   NO

Default Next:RETIRE_FIN_OTHER1
Lead-In:RETIRE_FIN_SP_PENCHK1 [Default]


RETIRE_FIN_SP_PENCHK2 [T81711.00]Section: Retirement Expectations

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

If Answer = 1 Then Go To
RETIRE_FIN_SP_PEN3B

Default Next:RETIRE_FIN_SP_PEN2
Lead-In:RETIRE_FIN_SP_PENCHK1 [1:1], RETIRE_FIN_SP_PEN1 [1:1]


RETIRE_FIN_SP_PEN2 []Section: Retirement Expectations

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

Default Next:RETIRE_FIN_SP_PEN3
Lead-In:RETIRE_FIN_SP_PENCHK2 [Default]


RETIRE_FIN_SP_PEN3 [T81712.00]Section: Retirement Expectations

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.

 1   YES
 0   NO

Default Next:RETIRE_FIN_SP_PEN4
Lead-In:RETIRE_FIN_SP_PEN2 [Default]


RETIRE_FIN_SP_PEN4 [T81713.00]Section: Retirement Expectations

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.

 1   YES
 0   NO

Default Next:RETIRE_FIN_SP_PEN5
Lead-In:RETIRE_FIN_SP_PEN3 [Default]


RETIRE_FIN_SP_PEN5 [T81714.00]Section: Retirement Expectations

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?

 1   YES
 2   NO

Default Next:RETIRE_FIN_SP_PENCHK3A
Lead-In:RETIRE_FIN_SP_PEN4 [Default]


RETIRE_FIN_SP_PEN3B [T81715.00]Section: Retirement Expectations

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.)

 1   Defined benefit plan
 2   Defined contribution plan / Money accumulated in account
 3   Combined defined benefit and defined contribution plan
 4   Neither

Default Next:RETIRE_FIN_SP_PENCHK3D
Lead-In:RETIRE_FIN_SP_PENCHK2 [1:1]


RETIRE_FIN_SP_PENCHK3A [T81716.00]Section: Retirement Expectations

[{SP_PEN_DB}]==1

If Answer = 1 Then Go To
RETIRE_FIN_SP_PEN6

Default Next:RETIRE_FIN_SP_PENCHK4A
Lead-In:RETIRE_FIN_SP_PEN5 [Default]


RETIRE_FIN_SP_PENCHK3D [T81719.00]Section: Retirement Expectations

[{SP_PEN_DB}]==1

If Answer = 1 Then Go To
RETIRE_FIN_SP_PEN6

Default Next:RETIRE_FIN_SP_PENCHK4A
Lead-In:RETIRE_FIN_SP_PEN3B [Default]


RETIRE_FIN_SP_PENCHK4A [T81720.00]Section: Retirement Expectations

[{SP_PEN_DC}]==1

If Answer = 1 Then Go To
RETIRE_FIN_SP_PEN11

Default Next:RETIRE_FIN_OTHER1
Lead-In:RETIRE_FIN_SP_PENCHK3A [Default], RETIRE_FIN_SP_PENCHK3D [Default]


RETIRE_FIN_SP_PEN6 [T81721.00]Section: Retirement Expectations

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.

 1   YES   ...(Go To RETIRE_FIN_SP_PEN7_REF_1)
 0   NO

Default Next:RETIRE_FIN_SP_PEN10_REF_1
Lead-In:RETIRE_FIN_SP_PENCHK3A [1:1], RETIRE_FIN_SP_PENCHK3D [1:1]


RETIRE_FIN_SP_PEN7_REF_1 []Section: Retirement Expectations

([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?

If Answer = 1 Then Go To
RETIRE_FIN_SP_PEN7_REF_2

Default Next:RETIRE_FIN_SP_PEN7
Lead-In:RETIRE_FIN_SP_PEN6 [1:1]


RETIRE_FIN_SP_PEN7 [T81722.00]Section: Retirement Expectations

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

 
If Answer = -2 Then Go To
RETIRE_FIN_SP_PEN7_SR000001
If Answer = -1 Then Go To RETIRE_FIN_SP_PEN7_REF_2

Default Next:RETIRE_FIN_SP_PEN8
Lead-In:RETIRE_FIN_SP_PEN7_REF_1 [Default]


RETIRE_FIN_SP_PEN7_SR000001 [T81723.00]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_FIN_SP_PEN7_SR000002 [T81724.00]Section: Retirement Expectations

Less than: 
If Answer >= -2 AND Answer <= -1 Then Go To
RETIRE_FIN_SP_PEN7_REF_2

Default Next:RETIRE_FIN_SP_PEN8
Lead-In:RETIRE_FIN_SP_PEN7_SR000001 [Default]


RETIRE_FIN_SP_PEN7_REF_2 []Section: Retirement Expectations

([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?

If Answer = 1 Then Go To
RETIRE_FIN_SP_PEN8

Default Next:RETIRE_FIN_SP_PEN7_UAB_A
Lead-In:RETIRE_FIN_SP_PEN7_REF_1 [1:1], RETIRE_FIN_SP_PEN7 [‑1:-1], RETIRE_FIN_SP_PEN7_SR000002 [‑2:-1]


RETIRE_FIN_SP_PEN7_UAB_A [T81725.00]Section: Retirement Expectations

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

Would it amount to $600 or more?

 1   YES   ...(Go To RETIRE_FIN_SP_PEN7_UAB_C)
 0   NO   ...(Go To RETIRE_FIN_SP_PEN7_UAB_B)

Default Next:RETIRE_FIN_SP_PEN8
Lead-In:RETIRE_FIN_SP_PEN7_REF_2 [Default]


RETIRE_FIN_SP_PEN7_UAB_B [T81726.00]Section: Retirement Expectations

Would it amount to $250 or more?

 1   YES
 0   NO

Default Next:RETIRE_FIN_SP_PEN8
Lead-In:RETIRE_FIN_SP_PEN7_UAB_A [0:0]


RETIRE_FIN_SP_PEN7_UAB_C [T81727.00]Section: Retirement Expectations

Would it amount to $1,000 or more?

 1   YES
 0   NO

Default Next:RETIRE_FIN_SP_PEN8
Lead-In:RETIRE_FIN_SP_PEN7_UAB_A [1:1]


RETIRE_FIN_SP_PEN8 [T81728.00]Section: Retirement Expectations

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

 1   YES   ...(Go To RETIRE_FIN_SP_PEN9_REF_1)
 0   NO

Default Next:RETIRE_FIN_SP_PENCHK6
Lead-In:RETIRE_FIN_SP_PEN7_REF_2 [1:1], RETIRE_FIN_SP_PEN7 [Default], RETIRE_FIN_SP_PEN7_SR000002 [Default], RETIRE_FIN_SP_PEN7_UAB_A [Default], RETIRE_FIN_SP_PEN7_UAB_B [Default], RETIRE_FIN_SP_PEN7_UAB_C [Default]


RETIRE_FIN_SP_PEN9_REF_1 []Section: Retirement Expectations

([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?

If Answer = 1 Then Go To
RETIRE_FIN_SP_PEN9_REF_2

Default Next:RETIRE_FIN_SP_PEN9
Lead-In:RETIRE_FIN_SP_PEN8 [1:1]


RETIRE_FIN_SP_PEN9 [T81729.00]Section: Retirement Expectations

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.

 
If Answer = -2 Then Go To
RETIRE_FIN_SP_PEN9_SR000001
If Answer = -1 Then Go To RETIRE_FIN_SP_PEN9_REF_2

Default Next:RETIRE_FIN_SP_PEN10_REF_1
Lead-In:RETIRE_FIN_SP_PEN9_REF_1 [Default]


RETIRE_FIN_SP_PEN9_SR000001 [T81730.00]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_FIN_SP_PEN9_SR000002 [T81731.00]Section: Retirement Expectations

Less than: 
If Answer >= -2 AND Answer <= -1 Then Go To
RETIRE_FIN_SP_PEN9_REF_2

Default Next:RETIRE_FIN_SP_PEN10_REF_1
Lead-In:RETIRE_FIN_SP_PEN9_SR000001 [Default]


RETIRE_FIN_SP_PEN9_REF_2 []Section: Retirement Expectations

([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?

If Answer = 1 Then Go To
RETIRE_FIN_SP_PEN10_REF_1

Default Next:RETIRE_FIN_SP_PEN9_UAB_A
Lead-In:RETIRE_FIN_SP_PEN9_REF_1 [1:1], RETIRE_FIN_SP_PEN9 [‑1:-1], RETIRE_FIN_SP_PEN9_SR000002 [‑2:-1]


RETIRE_FIN_SP_PEN9_UAB_A [T81732.00]Section: Retirement Expectations

[(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?

 1   YES   ...(Go To RETIRE_FIN_SP_PEN9_UAB_C)
 0   NO   ...(Go To RETIRE_FIN_SP_PEN9_UAB_B)

Default Next:RETIRE_FIN_SP_PEN10_REF_1
Lead-In:RETIRE_FIN_SP_PEN9_REF_2 [Default]


RETIRE_FIN_SP_PEN9_UAB_B [T81733.00]Section: Retirement Expectations

Would it amount to $1,200 or more?

 1   YES
 0   NO

Default Next:RETIRE_FIN_SP_PEN10_REF_1
Lead-In:RETIRE_FIN_SP_PEN9_UAB_A [0:0]


RETIRE_FIN_SP_PEN9_UAB_C [T81734.00]Section: Retirement Expectations

Would it amount to $5,000 or more?

 1   YES
 0   NO

Default Next:RETIRE_FIN_SP_PEN10_REF_1
Lead-In:RETIRE_FIN_SP_PEN9_UAB_A [1:1]


RETIRE_FIN_SP_PEN10_REF_1 []Section: Retirement Expectations

([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?

If Answer = 1 Then Go To
RETIRE_FIN_SP_PEN10_REF_2

Default Next:RETIRE_FIN_SP_PENCHK5
Lead-In:RETIRE_FIN_SP_PEN9_REF_2 [1:1], RETIRE_FIN_SP_PEN6 [Default], RETIRE_FIN_SP_PEN9 [Default], RETIRE_FIN_SP_PEN9_SR000002 [Default], RETIRE_FIN_SP_PEN9_UAB_A [Default], RETIRE_FIN_SP_PEN9_UAB_B [Default], RETIRE_FIN_SP_PEN9_UAB_C [Default]


RETIRE_FIN_SP_PENCHK5 [T81735.00]Section: Retirement Expectations

[{SP_PEN_DB_NOC}]==0

If Answer = 1 Then Go To
RETIRE_FIN_SP_PEN10

Default Next:RETIRE_FIN_SP_PENCHK6
Lead-In:RETIRE_FIN_SP_PEN10_REF_1 [Default]


RETIRE_FIN_SP_PEN10 [T81736.00]Section: Retirement Expectations

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

 
If Answer = -2 Then Go To
RETIRE_FIN_SP_PEN10_SR000001
If Answer = -1 Then Go To RETIRE_FIN_SP_PEN10_REF_2

Default Next:RETIRE_FIN_SP_PENCHK6
Lead-In:RETIRE_FIN_SP_PENCHK5 [1:1]


RETIRE_FIN_SP_PEN10_SR000001 [T81737.00]Section: Retirement Expectations

(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.)

More than: 


RETIRE_FIN_SP_PEN10_SR000002 [T81738.00]Section: Retirement Expectations

Less than: 
If Answer >= -2 AND Answer <= -1 Then Go To
RETIRE_FIN_SP_PEN10_REF_2

Default Next:RETIRE_FIN_SP_PENCHK6
Lead-In:RETIRE_FIN_SP_PEN10_SR000001 [Default]


RETIRE_FIN_SP_PEN10_REF_2 []Section: Retirement Expectations

([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?

If Answer = 1 Then Go To
RETIRE_FIN_SP_PENCHK6

Default Next:RETIRE_FIN_SP_PEN10_UAB_A
Lead-In:RETIRE_FIN_SP_PEN10_REF_1 [1:1], RETIRE_FIN_SP_PEN10 [‑1:-1], RETIRE_FIN_SP_PEN10_SR000002 [‑2:-1]


RETIRE_FIN_SP_PEN10_UAB_A [T81739.00]Section: Retirement Expectations

(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?

 1   YES   ...(Go To RETIRE_FIN_SP_PEN10_UAB_C)
 0   NO   ...(Go To RETIRE_FIN_SP_PEN10_UAB_B)

Default Next:RETIRE_FIN_SP_PENCHK6
Lead-In:RETIRE_FIN_SP_PEN10_REF_2 [Default]


RETIRE_FIN_SP_PEN10_UAB_B [T81740.00]Section: Retirement Expectations

Would it amount to $1,200 or more?

 1   YES
 0   NO

Default Next:RETIRE_FIN_SP_PENCHK6
Lead-In:RETIRE_FIN_SP_PEN10_UAB_A [0:0]


RETIRE_FIN_SP_PEN10_UAB_C [T81741.00]Section: Retirement Expectations

Would it amount to $5,000 or more?

 1   YES
 0   NO

Default Next:RETIRE_FIN_SP_PENCHK6
Lead-In:RETIRE_FIN_SP_PEN10_UAB_A [1:1]


RETIRE_FIN_SP_PENCHK6 [T81742.00]Section: Retirement Expectations

([{FIN_R_PENSION}]==1)

If Answer = 1 Then Go To
RETIRE_FIN_SP_PENCHK7B

Default Next:RETIRE_FIN_SP_PENCHK7A
Lead-In:RETIRE_FIN_SP_PEN10_REF_2 [1:1], RETIRE_FIN_SP_PEN8 [Default], RETIRE_FIN_SP_PENCHK5 [Default], RETIRE_FIN_SP_PEN10 [Default], RETIRE_FIN_SP_PEN10_SR000002 [Default], RETIRE_FIN_SP_PEN10_UAB_A [Default], RETIRE_FIN_SP_PEN10_UAB_B [Default], RETIRE_FIN_SP_PEN10_UAB_C [Default]


RETIRE_FIN_SP_PENCHK7A [T81743.00]Section: Retirement Expectations

[{SP_PEN_DC}]==1

If Answer = 0 Then Go To
RETIRE_FIN_OTHER1
If Answer = 1 Then Go To RETIRE_FIN_SP_PEN11_REF_1

Default Next:RETIRE_FIN_SP_PENCHK7B
Lead-In:RETIRE_FIN_SP_PENCHK6 [Default]


RETIRE_FIN_SP_PENCHK7B [T81744.00]Section: Retirement Expectations

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

If Answer = 1 Then Go To
RETIRE_FIN_SP_PEN11_REF_1

Default Next:RETIRE_FIN_OTHER1
Lead-In:RETIRE_FIN_SP_PENCHK6 [1:1], RETIRE_FIN_SP_PENCHK7A [Default]


RETIRE_FIN_SP_PEN11_REF_1 []Section: Retirement Expectations

([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?

If Answer = 1 Then Go To
RETIRE_FIN_SP_PEN11_REF_2

Default Next:RETIRE_FIN_SP_PEN11
Lead-In:RETIRE_FIN_SP_PENCHK7A [1:1], RETIRE_FIN_SP_PENCHK7B [1:1]


RETIRE_FIN_SP_PEN11 [T81745.00]Section: Retirement Expectations

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.)

 
If Answer = -2 Then Go To
RETIRE_FIN_SP_PEN11_SR000001
If Answer = -1 Then Go To RETIRE_FIN_SP_PEN11_REF_2

Default Next:RETIRE_FIN_OTHER1
Lead-In:RETIRE_FIN_SP_PENCHK4A [1:1], RETIRE_FIN_SP_PEN11_REF_1 [Default]


RETIRE_FIN_SP_PEN11_SR000001 [T81747.00]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_FIN_SP_PEN11_SR000002 [T81749.00]Section: Retirement Expectations

Less than: 
If Answer >= -2 AND Answer <= -1 Then Go To
RETIRE_FIN_SP_PEN11_REF_2

Default Next:RETIRE_FIN_OTHER1
Lead-In:RETIRE_FIN_SP_PEN11_SR000001 [Default]


RETIRE_FIN_SP_PEN11_REF_2 []Section: Retirement Expectations

([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?

If Answer = 1 Then Go To
RETIRE_FIN_OTHER1

Default Next:RETIRE_FIN_SP_PEN11_UAB_A
Lead-In:RETIRE_FIN_SP_PEN11_REF_1 [1:1], RETIRE_FIN_SP_PEN11 [‑1:-1], RETIRE_FIN_SP_PEN11_SR000002 [‑2:-1]


RETIRE_FIN_SP_PEN11_UAB_A [T81751.00]Section: Retirement Expectations

[(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?

 1   YES   ...(Go To RETIRE_FIN_SP_PEN11_UAB_C)
 0   NO   ...(Go To RETIRE_FIN_SP_PEN11_UAB_B)

Default Next:RETIRE_FIN_OTHER1
Lead-In:RETIRE_FIN_SP_PEN11_REF_2 [Default]


RETIRE_FIN_SP_PEN11_UAB_B [T81752.00]Section: Retirement Expectations

Would it amount to $2,000 or more?

 1   YES
 0   NO

Default Next:RETIRE_FIN_OTHER1
Lead-In:RETIRE_FIN_SP_PEN11_UAB_A [0:0]


RETIRE_FIN_SP_PEN11_UAB_C [T81753.00]Section: Retirement Expectations

Would it amount to $12,000 or more?

 1   YES
 0   NO

Default Next:RETIRE_FIN_OTHER1
Lead-In:RETIRE_FIN_SP_PEN11_UAB_A [1:1]


RETIRE_FIN_OTHER1 [T81755.00]Section: Retirement Expectations

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?

 1   YES   ...(Go To RETIRE_FIN_OTHER2)
 0   NO

Default Next:RETIRE_SAV_INTRO
Lead-In:RETIRE_FIN_SP_PENCHK7A [0:0], RETIRE_FIN_SP_PEN11_REF_2 [1:1], RETIRE_FIN_SPCHK [Default], RETIRE_FIN_SP_PEN1 [Default], RETIRE_FIN_SP_PENCHK4A [Default], RETIRE_FIN_SP_PENCHK7B [Default], RETIRE_FIN_SP_PEN11 [Default], RETIRE_FIN_SP_PEN11_SR000002 [Default], RETIRE_FIN_SP_PEN11_UAB_A [Default], RETIRE_FIN_SP_PEN11_UAB_B [Default], RETIRE_FIN_SP_PEN11_UAB_C [Default]


RETIRE_FIN_OTHER2 [T81756.00]Section: Retirement Expectations

What is the source of these benefits?

(INTERVIEWER: PLEASE SELECT ALL THAT APPLY.)

 1   Own former spouse
 2   Spouse/partners former spouse
 3   Other, specify
 4   Own previous employer/Pension

Default Next:RETIRE_FIN_OTHER3_REF_1
Lead-In:RETIRE_FIN_OTHER1 [1:1]


RETIRE_FIN_OTHER3_REF_1 []Section: Retirement Expectations

([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?

If Answer = 1 Then Go To
RETIRE_FIN_OTHER3_REF_2

Default Next:RETIRE_FIN_OTHER3
Lead-In:RETIRE_FIN_OTHER2 [Default]


RETIRE_FIN_OTHER3 [T81757.00]Section: Retirement Expectations

All together, about how much are these benefits worth?

 
If Answer = -2 Then Go To
RETIRE_FIN_OTHER3_SR000001
If Answer = -1 Then Go To RETIRE_FIN_OTHER3_REF_2

Default Next:RETIRE_SAV_INTRO
Lead-In:RETIRE_FIN_OTHER3_REF_1 [Default]


RETIRE_FIN_OTHER3_SR000001 [T81759.00]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_FIN_OTHER3_SR000002 [T81760.00]Section: Retirement Expectations

Less than: 
If Answer >= -2 AND Answer <= -1 Then Go To
RETIRE_FIN_OTHER3_REF_2

Default Next:RETIRE_SAV_INTRO
Lead-In:RETIRE_FIN_OTHER3_SR000001 [Default]


RETIRE_FIN_OTHER3_REF_2 []Section: Retirement Expectations

([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?

If Answer = 1 Then Go To
RETIRE_SAV_INTRO

Default Next:RETIRE_FIN_OTHER3_UAB_A
Lead-In:RETIRE_FIN_OTHER3_REF_1 [1:1], RETIRE_FIN_OTHER3 [‑1:-1], RETIRE_FIN_OTHER3_SR000002 [‑2:-1]


RETIRE_FIN_OTHER3_UAB_A [T81761.00]Section: Retirement Expectations

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

Would it amount to $10,000 or more?

 1   YES   ...(Go To RETIRE_FIN_OTHER3_UAB_C)
 0   NO   ...(Go To RETIRE_FIN_OTHER3_UAB_B)

Default Next:RETIRE_SAV_INTRO
Lead-In:RETIRE_FIN_OTHER3_REF_2 [Default]


RETIRE_FIN_OTHER3_UAB_B [T81762.00]Section: Retirement Expectations

Would it amount to $5,000 or more?

 1   YES
 0   NO

Default Next:RETIRE_SAV_INTRO
Lead-In:RETIRE_FIN_OTHER3_UAB_A [0:0]


RETIRE_FIN_OTHER3_UAB_C [T81763.00]Section: Retirement Expectations

Would it amount to $20,000 or more?

 1   YES
 0   NO

Default Next:RETIRE_SAV_INTRO
Lead-In:RETIRE_FIN_OTHER3_UAB_A [1:1]


RETIRE_SAV_INTRO []Section: Retirement Expectations

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

Default Next:RETIRE_SAV1
Lead-In:RETIRE_FIN_OTHER3_REF_2 [1:1], RETIRE_FIN_OTHER1 [Default], RETIRE_FIN_OTHER3 [Default], RETIRE_FIN_OTHER3_SR000002 [Default], RETIRE_FIN_OTHER3_UAB_A [Default], RETIRE_FIN_OTHER3_UAB_B [Default], RETIRE_FIN_OTHER3_UAB_C [Default]


RETIRE_SAV1 [T81765.00]Section: Retirement Expectations

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.)

 1   YES   ...(Go To RETIRE_SAV2_REF_1)
 0   NO

Default Next:RETIRE_SAV3
Lead-In:RETIRE_SAV_INTRO [Default]


RETIRE_SAV2_REF_1 []Section: Retirement Expectations

([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?

If Answer = 1 Then Go To
RETIRE_SAV2_REF_2

Default Next:RETIRE_SAV2
Lead-In:RETIRE_SAV1 [1:1]


RETIRE_SAV2 [T81766.00]Section: Retirement Expectations

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

 
If Answer = -2 Then Go To
RETIRE_SAV2_SR000001
If Answer = -1 Then Go To RETIRE_SAV2_REF_2

Default Next:RETIRE_SAV3
Lead-In:RETIRE_SAV2_REF_1 [Default]


RETIRE_SAV2_SR000001 [T81768.00]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_SAV2_SR000002 [T81769.00]Section: Retirement Expectations

Less than: 
If Answer >= -2 AND Answer <= -1 Then Go To
RETIRE_SAV2_REF_2

Default Next:RETIRE_SAV3
Lead-In:RETIRE_SAV2_SR000001 [Default]


RETIRE_SAV2_REF_2 []Section: Retirement Expectations

([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?

If Answer = 1 Then Go To
RETIRE_SAV3

Default Next:RETIRE_SAV2_UAB_A
Lead-In:RETIRE_SAV2_REF_1 [1:1], RETIRE_SAV2 [‑1:-1], RETIRE_SAV2_SR000002 [‑2:-1]


RETIRE_SAV2_UAB_A [T81770.00]Section: Retirement Expectations

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

Would it amount to $10,000 or more?

 1   YES   ...(Go To RETIRE_SAV2_UAB_C)
 0   NO   ...(Go To RETIRE_SAV2_UAB_B)

Default Next:RETIRE_SAV3
Lead-In:RETIRE_SAV2_REF_2 [Default]


RETIRE_SAV2_UAB_B [T81771.00]Section: Retirement Expectations

Would it amount to $5,000 or more?

 1   YES
 0   NO

Default Next:RETIRE_SAV3
Lead-In:RETIRE_SAV2_UAB_A [0:0]


RETIRE_SAV2_UAB_C [T81772.00]Section: Retirement Expectations

Would it amount to $20,000 or more?

 1   YES
 0   NO

Default Next:RETIRE_SAV3
Lead-In:RETIRE_SAV2_UAB_A [1:1]


RETIRE_SAV3 [T81773.00]Section: Retirement Expectations

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.

 1   YES   ...(Go To RETIRE_SAV4)
 0   NO

Default Next:RETIRE_NFA1
Lead-In:RETIRE_SAV2_REF_2 [1:1], RETIRE_SAV1 [Default], RETIRE_SAV2 [Default], RETIRE_SAV2_SR000002 [Default], RETIRE_SAV2_UAB_A [Default], RETIRE_SAV2_UAB_B [Default], RETIRE_SAV2_UAB_C [Default]


RETIRE_SAV4 [T81774.00]Section: Retirement Expectations

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.

 1   Left over   ...(Go To RETIRE_SAV5_REF_1)
 2   Break even
 3   Be in debt   ...(Go To RETIRE_SAV5_REF_1)

Default Next:RETIRE_NFA1
Lead-In:RETIRE_SAV3 [1:1]


RETIRE_SAV5_REF_1 []Section: Retirement Expectations

([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?

If Answer = 1 Then Go To
RETIRE_SAV5_REF_2

Default Next:RETIRE_SAV5
Lead-In:RETIRE_SAV4 [1:1], RETIRE_SAV4 [3:3]


RETIRE_SAV5 [T81775.00]Section: Retirement Expectations

About how much would you [{left_debt_text}]?

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

Default Next:RETIRE_NFA1
Lead-In:RETIRE_SAV5_REF_1 [Default]


RETIRE_SAV5_SR000001 [T81777.00]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 [T81779.00]Section: Retirement Expectations

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

Default Next:RETIRE_NFA1
Lead-In:RETIRE_SAV5_SR000001 [Default]


RETIRE_SAV5_REF_2 []Section: Retirement Expectations

([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?

If Answer = 1 Then Go To
RETIRE_NFA1

Default Next:RETIRE_SAV5_UAB_A
Lead-In:RETIRE_SAV5_REF_1 [1:1], RETIRE_SAV5 [‑1:-1], RETIRE_SAV5_SR000002 [‑2:-1]


RETIRE_SAV5_UAB_A [T81781.00]Section: Retirement Expectations

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

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_NFA1
Lead-In:RETIRE_SAV5_REF_2 [Default]


RETIRE_SAV5_UAB_B [T81782.00]Section: Retirement Expectations

Would it amount to $5,000 or more?

 1   YES
 0   NO

Default Next:RETIRE_NFA1
Lead-In:RETIRE_SAV5_UAB_A [0:0]


RETIRE_SAV5_UAB_C [T81783.00]Section: Retirement Expectations

Would it amount to $20,000 or more?

 1   YES
 0   NO

Default Next:RETIRE_NFA1
Lead-In:RETIRE_SAV5_UAB_A [1:1]


RETIRE_NFA1 [T81784.00]Section: Retirement Expectations

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?

 1   YES   ...(Go To RETIRE_NFA2_REF_1)
 2   (IF VOLUNTEERED:) YES, ALREADY WORKING AFTER RETIREMENT   ...(Go To RETIRE_NFA2_REF_1)
 0   NO

Default Next:RETIRE_NFA_CHK1
Lead-In:RETIRE_SAV5_REF_2 [1:1], RETIRE_SAV3 [Default], RETIRE_SAV4 [Default], RETIRE_SAV5 [Default], RETIRE_SAV5_SR000002 [Default], RETIRE_SAV5_UAB_A [Default], RETIRE_SAV5_UAB_B [Default], RETIRE_SAV5_UAB_C [Default]


RETIRE_NFA2_REF_1 []Section: Retirement Expectations

([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?

If Answer = 1 Then Go To
RETIRE_NFA2_REF_2

Default Next:RETIRE_NFA2
Lead-In:RETIRE_NFA1 [1:2]


RETIRE_NFA2 [T81785.00]Section: Retirement Expectations

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

 
If Answer = -2 Then Go To
RETIRE_NFA2_SR000001
If Answer = -1 Then Go To RETIRE_NFA2_REF_2

Default Next:RETIRE_NFA_CHK1
Lead-In:RETIRE_NFA2_REF_1 [Default]


RETIRE_NFA2_SR000001 [T81786.00]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_NFA2_SR000002 [T81787.00]Section: Retirement Expectations

Less than: 
If Answer >= -2 AND Answer <= -1 Then Go To
RETIRE_NFA2_REF_2

Default Next:RETIRE_NFA_CHK1
Lead-In:RETIRE_NFA2_SR000001 [Default]


RETIRE_NFA2_REF_2 []Section: Retirement Expectations

([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?

If Answer = 1 Then Go To
RETIRE_NFA_CHK1

Default Next:RETIRE_NFA2_UAB_A
Lead-In:RETIRE_NFA2_REF_1 [1:1], RETIRE_NFA2 [‑1:-1], RETIRE_NFA2_SR000002 [‑2:-1]


RETIRE_NFA2_UAB_A [T81788.00]Section: Retirement Expectations

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

Would it amount to $600 or more?

 1   YES   ...(Go To RETIRE_NFA2_UAB_C)
 0   NO   ...(Go To RETIRE_NFA2_UAB_B)

Default Next:RETIRE_NFA_CHK1
Lead-In:RETIRE_NFA2_REF_2 [Default]


RETIRE_NFA2_UAB_B [T81789.00]Section: Retirement Expectations

Would it amount to $250 or more?

 1   YES
 0   NO

Default Next:RETIRE_NFA_CHK1
Lead-In:RETIRE_NFA2_UAB_A [0:0]


RETIRE_NFA2_UAB_C [T81790.00]Section: Retirement Expectations

Would it amount to $1,000 or more?

 1   YES
 0   NO

Default Next:RETIRE_NFA_CHK1
Lead-In:RETIRE_NFA2_UAB_A [1:1]


RETIRE_NFA_CHK1 [T81791.00]Section: Retirement Expectations

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

If Answer = 1 Then Go To
RETIRE_NFA3

Default Next:RETIRE_NFA5
Lead-In:RETIRE_NFA2_REF_2 [1:1], RETIRE_NFA1 [Default], RETIRE_NFA2 [Default], RETIRE_NFA2_SR000002 [Default], RETIRE_NFA2_UAB_A [Default], RETIRE_NFA2_UAB_B [Default], RETIRE_NFA2_UAB_C [Default]


RETIRE_NFA3 [T81792.00]Section: Retirement Expectations

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

 1   YES   ...(Go To RETIRE_NFA4_REF_1)
 2   (IF VOLUNTEERED:) YES, ALREADY WORKING AFTER RETIREMENT   ...(Go To RETIRE_NFA4_REF_1)
 0   NO

Default Next:RETIRE_NFA5
Lead-In:RETIRE_NFA_CHK1 [1:1]


RETIRE_NFA4_REF_1 []Section: Retirement Expectations

([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?

If Answer = 1 Then Go To
RETIRE_NFA4_REF_2

Default Next:RETIRE_NFA4
Lead-In:RETIRE_NFA3 [1:1], RETIRE_NFA3 [2:2]


RETIRE_NFA4 [T81794.00]Section: Retirement Expectations

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

 
If Answer = -2 Then Go To
RETIRE_NFA4_SR000001
If Answer = -1 Then Go To RETIRE_NFA4_REF_2

Default Next:RETIRE_NFA5
Lead-In:RETIRE_NFA4_REF_1 [Default]


RETIRE_NFA4_SR000001 [T81795.00]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_NFA4_SR000002 [T81796.00]Section: Retirement Expectations

Less than: 
If Answer >= -2 AND Answer <= -1 Then Go To
RETIRE_NFA4_REF_2

Default Next:RETIRE_NFA5
Lead-In:RETIRE_NFA4_SR000001 [Default]


RETIRE_NFA4_REF_2 []Section: Retirement Expectations

([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?

If Answer = 1 Then Go To
RETIRE_NFA5

Default Next:RETIRE_NFA4_UAB_A
Lead-In:RETIRE_NFA4_REF_1 [1:1], RETIRE_NFA4 [‑1:-1], RETIRE_NFA4_SR000002 [‑2:-1]


RETIRE_NFA4_UAB_A [T81797.00]Section: Retirement Expectations

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

Would it amount to $600 or more?

 1   YES   ...(Go To RETIRE_NFA4_UAB_C)
 0   NO   ...(Go To RETIRE_NFA4_UAB_B)

Default Next:RETIRE_NFA5
Lead-In:RETIRE_NFA4_REF_2 [Default]


RETIRE_NFA4_UAB_B [T81798.00]Section: Retirement Expectations

Would it amount to $250 or more?

 1   YES
 0   NO

Default Next:RETIRE_NFA5
Lead-In:RETIRE_NFA4_UAB_A [0:0]


RETIRE_NFA4_UAB_C [T81799.00]Section: Retirement Expectations

Would it amount to $1,000 or more?

 1   YES
 0   NO

Default Next:RETIRE_NFA5
Lead-In:RETIRE_NFA4_UAB_A [1:1]


RETIRE_NFA5 [T81800.00]Section: Retirement Expectations

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.)

 1   YES   ...(Go To RETIRE_NFA6_REF_1)
 0   NO

Default Next:RETIRE_EXP_P2_3
Lead-In:RETIRE_NFA4_REF_2 [1:1], RETIRE_NFA_CHK1 [Default], RETIRE_NFA3 [Default], RETIRE_NFA4 [Default], RETIRE_NFA4_SR000002 [Default], RETIRE_NFA4_UAB_A [Default], RETIRE_NFA4_UAB_B [Default], RETIRE_NFA4_UAB_C [Default]


RETIRE_NFA6_REF_1 []Section: Retirement Expectations

([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?

If Answer = 1 Then Go To
RETIRE_NFA6_REF_2

Default Next:RETIRE_NFA6
Lead-In:RETIRE_NFA5 [1:1]


RETIRE_NFA6 [T81801.00]Section: Retirement Expectations

About how much would this be?

 


RETIRE_NFA7 [T81802.00]Section: Retirement Expectations

CHOOSE UNIT:

 1   ONE TIME
 2   MONTH
 3   YEAR

If Answer = -2 Then Go To
RETIRE_NFA6_SR000001
If Answer = -1 Then Go To RETIRE_NFA6_REF_2

Default Next:RETIRE_EXP_P2_3
Lead-In:RETIRE_NFA6 [Default]


RETIRE_NFA6_SR000001 [T81803.00]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_NFA6_SR000002 [T81804.00]Section: Retirement Expectations

Less than: 
If Answer >= -2 AND Answer <= -1 Then Go To
RETIRE_NFA6_REF_2

Default Next:RETIRE_EXP_P2_3
Lead-In:RETIRE_NFA6_SR000001 [Default]


RETIRE_NFA6_REF_2 []Section: Retirement Expectations

([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?

If Answer = 1 Then Go To
RETIRE_EXP_P2_3

Default Next:RETIRE_NFA6_UAB_A
Lead-In:RETIRE_NFA6_REF_1 [1:1], RETIRE_NFA7 [‑1:-1], RETIRE_NFA6_SR000002 [‑2:-1]


RETIRE_NFA6_UAB_A [T81805.00]Section: Retirement Expectations

Would it amount to $10,000 or more?

 1   YES   ...(Go To RETIRE_NFA6_UAB_C)
 0   NO   ...(Go To RETIRE_NFA6_UAB_B)

Default Next:RETIRE_EXP_P2_3
Lead-In:RETIRE_NFA6_REF_2 [Default]


RETIRE_NFA6_UAB_B [T81806.00]Section: Retirement Expectations

Would it amount to $5,000 or more?

 1   YES
 0   NO

Default Next:RETIRE_EXP_P2_3
Lead-In:RETIRE_NFA6_UAB_A [0:0]


RETIRE_NFA6_UAB_C [T81807.00]Section: Retirement Expectations

Would it amount to $20,000 or more?

 1   YES
 0   NO

Default Next:RETIRE_EXP_P2_3
Lead-In:RETIRE_NFA6_UAB_A [1:1]


RETIRE_EXP_P2_3 [T81808.00]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_NFA6_REF_2 [1:1], RETIRE_NFA5 [Default], RETIRE_NFA7 [Default], RETIRE_NFA6_SR000002 [Default], RETIRE_NFA6_UAB_A [Default], RETIRE_NFA6_UAB_B [Default], RETIRE_NFA6_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 [T81809.00]Section: Retirement Expectations

([R's age] >= 62)

If Answer = 1 Then Go To
RETIRE_EXP_P2_E2

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


RETIRE_EXP_P2_E1 [T81812.00]Section: Retirement Expectations

[(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.

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_E2 [T81813.00]Section: Retirement Expectations

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.

ENTER 0 TO 100: 

Default Next:RETIRE_EXP_P2_E3
Lead-In:RETIRE_EXP_P2_E_CHK1 [1:1], RETIRE_EXP_P2_E1 [Default]


RETIRE_EXP_P2_E3 [T81814.00]Section: Retirement Expectations

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

ENTER 0 TO 100: 


RETIRE_EXP_P2_E7 [T81815.00]Section: Retirement Expectations

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

ENTER 0 TO 100: 


RETIRE_EXP_P2_E9 [T81816.00]Section: Retirement Expectations

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

ENTER 0 TO 100: 

Default Next:RETIRE_EXP_P3_CHK
Lead-In:RETIRE_EXP_P2_E7 [Default]


RETIRE_EXP_P3_CHK [T81817.00]Section: Retirement Expectations

[{KEY_EMPLOYED}]==1

If Answer = 1 Then Go To
RETIRE_EXP_P3_CHK2

Default Next:RETIRE_SS_KNLDG_SPCHK
Lead-In:RETIRE_EXP_P2_E9 [Default]


RETIRE_EXP_P3_CHK2 [T81818.00]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 [T81819.00]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 [T81820.00]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:RETIRE_SS_KNLDG_SPCHK
Lead-In:RETIRE_EXP_P3_CHK2 [Default], RETIRE_EXP_P3_E1 [Default]


RETIRE_SS_KNLDG_SPCHK [T81821.00]Section: Retirement Expectations

[spouse in hh?]==1

If Answer = 1 Then Go To
RETIRE_SS_KNLDG1

Default Next:RETIRE_SS_KNLDG2
Lead-In:RETIRE_EXP_P3_CHK [Default], RETIRE_EXP_P3_E2 [Default]


RETIRE_SS_KNLDG1 [T81822.00]Section: Retirement Expectations

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

 1   Myself
 2   My spouse
 3   Both about the same
 4   Varies

Default Next:RETIRE_SS_KNLDG2
Lead-In:RETIRE_SS_KNLDG_SPCHK [1:1]


RETIRE_SS_KNLDG2 [T81823.00]Section: Retirement Expectations

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

 - Social Security benefits are not affected by the age at which someone starts claiming.
 - Social Security benefits have to be claimed as soon as someone retires.
 - If people are not eligible for Social Security benefits because they did not work for pay, they could still receive benefits if their spouse qualifies for Social Security benefits.
 - A spouse’s decision about when to claim Social Security benefits may affect the amount of benefits the other spouse receives.
 1   True
 0   False

Default Next:RETIRE_SS_KNLDG3
Lead-In:RETIRE_SS_KNLDG_SPCHK [Default], RETIRE_SS_KNLDG1 [Default]


RETIRE_SS_KNLDG3 [T81824.00]Section: Retirement Expectations

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.

 1   Their benefits will decrease
 2   Stay the same
 3   Increase

Default Next:RETIRE_SS_KNLDG4
Lead-In:RETIRE_SS_KNLDG2 [Default]


RETIRE_SS_KNLDG4 [T81825.00]Section: Retirement Expectations

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.

 1   Their benefits will decrease
 2   Stay the same
 3   Increase

Default Next:WILL_LINT
Lead-In:RETIRE_SS_KNLDG3 [Default]