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Abstract: The purpose of this study is to better understand the sources of observed gender disparities in Wisconsin Deferred Compensation (WDC) Program account balances. The WDC is a supplemental tax-deferred voluntary retirement savings plan offered to individuals holding jobs covered by More information...
Audience: Researcher
Type of Resource: Brief Working paper
Date: 10/1/2011
Abstract: The project will develop, implement, and evaluate a pilot program to encourage the use of the Saver's Credit among clients of a large scale VITA site during the 2011 tax season. The pilot program will be developed by a coalition including Center for Economic Progress, Abt Associates, and More information...
Audience: Researcher
Type of Resource: Brief Working paper
Date: 10/1/2011
Abstract:The Earned Income Credit and Child Tax Credit are vital income support programs, amounting to over three months of regular pay for many low and moderate-income families. These credits are generally received through the annual tax refund. At that time, recipients are faced with a menu of More information...
Audience: Researcher
Type of Resource: Brief Working paper
Date: 8/1/2011
During the past two school years, the Center for Financial Security has been involved in the Money $mart in Head Start program, which delivers financial capability services to Head Start families across 16 Wisconsin counties. Local Head Start programs and UW - Cooperative Extension offices More information...
Audience: Researcher
Type of Resource: Brief
Date: 1/1/2011
This study surveyed thousands of Americans about their knowledge of retirement planning in general and Social Security in particular. It found that most Americans feel ill prepared for retirement and have a very low level of understanding of how the Social Security system works, when they should More information...
Audience: Researcher
Type of Resource: Brief
Date: 11/1/2010
Abstract: Financial decisions are compelled and constrained by non-financial factors. These include personality characteristics of individuals as well as of the social environment in which decisions are made. This study provides an overview of behavioral theories that have sought to explain how More information...
Audience: Researcher
Type of Resource: Brief
Date: 9/1/2010
In 2009, the Center for Retirement Research analyzed responses to the financial and economic downturn of workers approaching retirement. The CRR surveyed 1,317 workers age 45 to 59 between July and August 2009. The main results showed a significant rise in expected retirement ages, but little More information...
Audience: Researcher
Type of Resource: Brief
Date: 2/1/2010
This Issue Brief notes that tax-time is an opportunity for individuals and researchers: most people file taxes each January-April, within a relatively short six to ten week period, use the same forms and have to organize similar sets of documents. Tax time may be the one time each year some people More information...
Audience: Researcher
Type of Resource: Brief
Date: 1/1/2010