The Consumption and Portfolio Choice Implications of Social Security Policy Risk

 

David A. Chapman Neil D. Pearson      Zhe Xu

(Extraordinarily Preliminary … Honest … I’m Not Kidding)

 

Abstract

We examine the optimal consumption/savings and portfolio allocation responses of investors of different ages and different wealth and earnings profiles to alternative policy choices for resolving the social security system solvency problem. These policies changes include: cutting benefits across the board, raising labor income tax rates across the board, eliminating the annual social security earnings cap (without an offsetting benefit increase), and a wealth-based means test for receiving social security retirement benefits. We find …