June 2025

LGBT Older Adults: Chosen Family and Caregiving

By Nancy J. Knauer In the United States, informal eldercare is principally the responsibility of younger relatives. Adult children perform the majority of eldercare and nonrelatives perform only fourteen percent of care. Caregiving in the LGBT community follows a very different pattern that reflects the importance of “chosen family” in the lives of LGBT older adults. Instead of relying on relatives, LGBT older adults largely care for each other. Relatives provide only eleven percent of all eldercare. This article explores the...

Midlife Satisfaction Disparities by Sexual Orientation: Findings from the Health and Retirement Study

By Wenhua Lai, Ning Hsieh & Hui Liu Midlife is a pivotal stage shaping healthy aging, and sexual minorities may face more challenges in midlife than heterosexual individuals, due to cumulative social, economic, and health disadvantages. Yet, few studies have examined how life satisfaction in midlife varies by sexual identity. Using data from the 2016 Health and Retirement Study (N = 3,630), we conducted logit regressions and Karlson-Holm-Breen (KHB) decomposition analysis to examine how health-related, socioeconomic, and sociopsychological factors contribute to disparities...

PAYG Pensions in a Post-Growth Economy: A Case Study Analysis

By Christine Corlet Walker, Dario Leoni & Tim Jackson Ecological economists have increasingly warned that continual reliance on economic growth poses existential threats to environmental sustainability. A post-growth economy would instead prioritise environmental and societal prosperity over economic accumulation. But this transition demands a careful scrutiny of ‘growth dependencies’. One area in which this reliance on growth is potentially profound – particularly in the light of aging populations – is pension systems. In this paper, we therefore begin to address...

Transgender seniors worry about retirement, old age amid wave of anti-trans legislation

By Andrew DeMillo, Lynne Sladky & Laura Bargfeld Rajee Narinesingh faced struggles throughout her life as a transgender woman, from workplace discrimination to the lasting effects of black market injections that scarred her face and caused chronic infections. In spite of the roadblocks, the 56-year-old Florida actress and activist has seen growing acceptance since she first came out decades ago. “If you see older transgender people, it shows the younger community that it’s possible I can have a life. I can live...

Patterns of LGBTQ+ Patient Experiences and Receipt of Preventive Care in Midlife and Older Age: A Latent Class Analysis

By Nathaniel M. Tran, Tara McKay, Gilbert Gonzales, Carrie Fry & Stacie B. Dusetzina Introduction: Understanding how LGBTQ+ patient experiences vary and are associated with receipt of preventive services may help reduce disparities between LGBTQ+ and non-LGBTQ+ populations. Objective: (1) To identify latent classes of LGBTQ+ patient experiences using seven indicators of clinical and cultural competence, (2) to identify sociodemographic characteristics associated with class membership, and (3) to evaluate the relationship between class membership and receipt of preventive care. Methods: 954 LGBTQ+...

‘Scared of being pushed back into the closet’: Europe’s new LGBT+ retirement communities

By Estelle Nilsson-Julien For many older LGBTQ+ the prospect of moving into a retirement home is a worrying thought. But in Sweden, Spain and France new retirement communities for LGBTQ+ seniors are proving a hit. "Care home staff don't realise that they have LGBTQ+ residents - but based on population estimates we know they do. It's just that residents don't feel comfortable or safe being identified as LGBTQ+", explains Professor Paul Willis, an expert in social care. Older members of the LGBTQ+ community can "be at higher...

Immigration and Adult Children’s Care for Elderly Parents: Evidence from Western Europe

By Andrea Berlanda, Elisabetta Lodigiani & Lorenzo Rocco In this paper, we use the Survey of Health, Ageing, and Retirement in Europe (SHARE), complemented with register data on the share of the foreign population in the European regions, to examine the effects of migration on the level of informal care provided by children to their senior parents. Our main results show that migration decreases informal care among daughters with a university degree, while it increases the provision of informal care...

LGBTQ+ Americans Face Retirement Inequities

By Pension Rights Center Pride Month is observed each June to mark the 1969 Stonewall Uprising that sparked the LGBTQ+  rights movement in the United States. Celebrations are centered around building community, recognizing the progress made towards equality, and honoring those who have made that progress possible. But Pride Month is also an opportunity to reflect on the work yet to be done, including the inequities that persist when it comes to the retirement income security of LGBTQ+ older adults. According...

Optimal Income Redistribution

By Pavel Brendler, Eva Carceles-Poveda & Arpad Abraham We study whether a redesign of the social security and income tax-and-transfer systems can deliver significant welfare gains. Our rich quantitative model features both realistic inequality over the life-cycle and the key main channels through which redistributive policies can distort aggregate allocations. We find that there are two distinct ways to achieve significant welfare gains with joint policy reforms. The first prioritizes reducing distortions through a regressive pension system, resulting in higher...

Flexible Retirement and Optimal Taxation

By Abdoulaye Ndiaye & Zhixiu Yu Raising the retirement age is a common policy response when social security schemes face fiscal pressures. We develop and estimate a dynamic life cycle model to study optimal retirement and tax policy when individuals face health shocks and income risk and make endogenous retirement decisions. The model incorporates key features of Social Security, Medicare, income taxation, and savings incentives and distinguishes three channels through which health affects retirement: nonconvexities in labor supply due to...