Selected Research & Analysis: Old-Age and Survivors Insurance (OASI) Beneficiaries > Survivors
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This article examines the 2012 poverty status of eight Social Security adult type of benefit (TOB) groups using both the official poverty measure and the Supplemental Poverty Measure (SPM). For each TOB group, the article compares the SPM estimate with the official poverty measure estimate. In addition, it estimates the effects of various features of the SPM on poverty rates, noting why the SPM estimates differ from official estimates. For each poverty measure, the article also compares poverty estimates across groups.
The Implications of Marital History Change on Women's Eligibility for Social Security Wife and Widow Benefits, 1990–2009
Social Security retirement-age benefits in the United States reflect marital histories and lifetime earnings of current and former married couples. We examine women's marital history patterns and spouse and widow benefit eligibility over the past two decades, 1990 and 2009. Our analysis reveals substantial changes in women's marital patterns among the baby boom and generation X cohorts. We find a substantial decline in qualifying marital histories for Social Security spouse and widow benefits. The results reveal considerable variation by race and Hispanic origin.
This article provides policymakers with context for understanding past and future policy discussions regarding Social Security widow benefits. Using data from household surveys, projections from a microsimulation model, and recent research, it examines three types of benefits—those for aged widows, widows caring for children, and disabled widows.
The widow(er)'s limit provision of Social Security establishes caps on the benefit amounts of widow(er)s whose deceased spouse filed for early retirement benefits. Currently, 33 percent of Social Security's 8.1 million widow(er) beneficiaries have lower benefits because of that provision. This article describes the widow(er)'s limit provision and evaluates options for changing it.
The widow(er)'s limit provision of Social Security establishes caps on the benefit amounts of widow(er)s whose deceased spouse filed for early retirement benefits. Currently, 33 percent of Social Security's 8.1 million widow(er) beneficiaries have lower benefits because of that provision. This paper describes the widow(er)'s limit provision and evaluates proposed changes to it. The proposals considered range from the modest (allowing widow(er)s to receive adjustments to the capped amounts by delaying receipt of benefits) to the substantial (abolishing the widow(er)'s limit).