State and regional policy implications of elderly migration

This paper uses the 1980 Census data to estimate the size of the economic transfers associated with the 1985 to 1990 interregional migration of older persons. Total economic transfers are estimated by multiplying interregional migration flows of older persons by the average income of older persons in each migration stream. Assuming an average life expectancy of 15 years for elderly migrants and an expenditure multiplier of 2, the total redistribution of income as a result of 1985 to 1990 elderly migration is estimated to be over $600 billion. The South Atlantic and Mountain regions are the recipients of the largest positive net transfers; the East North Central and West North Central regions have the largest negative net transfers.     

Consistent Motives for Inter-Family Transfers: Simple Altruism

The influence of the comparative economic status of elderly parents and their adult children on inter-vivos transfers and inheritance was analyzed. The 1992 Wisconsin Longitudinal Study interview provides new evidence that transfers from parents to mid-life adults are motivated by simple altruism, in contrast to other recent studies that support compensatory altruism or exchange motives. These results are based on income tax records for parents from the late 1950's and respondents' earnings reports for the mid-70's, and within-family analyses of sibling pairs and their income reports in the early 1990's. A policy implication is that government income redistribution will not affect how elderly parents provide financial transfers to their adult children.     

Unanswered Questions and New Directions in Research on Elderly Migration: Economic and Demographic Perspectives

The availability of data from the 1990 Census and the Retirement and Health Survey will afford researchers an unparalleled opportunity to study elderly migration from several perspectives. This article focuses on economic and demographic issues. Census data will continue to serve the role of providing small area data on flows and will permit further disaggregation of behavioral differences according to age, marital status, and household relationship. They will also permit disaggregation according to the economic status of individuals and their households which, coupled with aggregate data on places of origin and destination, will facilitate comparison between such areas. The RHS data will go a long way to investigate questions thought to lie at the heart of migration behavior of older persons, but which have been difficult or impossible to study. Central to such questions will be the availability of a migration history, which will permit research on the interaction of migration behavior with critical life-course events such as retirement and the loss of a spouse.     

Unanswered questions and new directions in research on elderly migration: economic and demographic perspectives

The availability of data from the 1990 Census and the Retirement and Health Survey will afford researchers an unparalleled opportunity to study elderly migration from several perspectives. This article focuses on economic and demographic issues. Census data will continue to serve the role of providing small area data on flows and will permit further disaggregation of behavioral differences according to age, marital status, and household relationship. They will also permit disaggregation according to the economic status of individuals and their households which, coupled with aggregate data on places of origin and destination, will facilitate comparison between such areas. The RHS data will go a long way to investigate questions thought to lie at the heart of migration behavior of older persons, but which have been difficult or impossible to study. Central to such questions will be the availability of a migration history, which will permit research on the interaction of migration behavior with critical life-course events such as retirement and the loss of a spouse.     

Racial differences in retirement income: the roles of public and private income sources

Despite great overall improvement in the elderly's economic status over the past two decades, minority elders still comprise the poorest population group of all. Nonetheless, the income security of minority elders has not been given special attention in the scrutiny in recent years of the size and the future of various federal programs affecting older persons. Based on data from the 1971, 1981, and 1991 public-use data tapes of the Current Population Survey, the racial difference in income status of the elderly and the role of Social Security and Supplemental Security income versus that of income from private sources are analyzed in terms of how income inequality among races is ameliorated or escalated. The findings show that racial/ethnic differences in income status increased between 1970 and 1990. The findings also confirm that, for both elderly singles and couples, Social Security is the most important income source. Without it, poverty rates among elderly black couples, for example, would have increased by as much as 48.5 percentage points in 1990. Policies that would help improve the income status of the low-income elderly are discussed.     

Demography of ageing

The world's elderly population, 60 years and older, reached 251.6 million by 1950, 488 million by 1990 and, according to United Nations projection estimates, it will reach 1205.3 million in 2025. These figures mean an increase of 144% between 1950 and 1990 and of 146% between 1990 and 2025. Asia accounted for the highest number of elderly persons: 49.2%, in 1990, Europe reported 19%, Africa 6.3%, and Latin America 6.5%. On the other hand, over the next 35 years, the European region figure will decrease to 12%, while other regions will show increased percentages: 58% for Asia and around 8% for Africa and Latin America. Fertility and mortality decreases in developing countries will result in the elderly population constituting 12% of the total population in the year 2025. In this same year, Latin America will have the same high proportion of elderly persons as the world will have in the year 2020. On the other hand, some of the developed regions, such as Northern America and Europe, will reach figures around 27%. Below the average value for these regions in the year 2025 will be the former Soviet Union with 20% and Oceania with 19.2%. Another way to confirm population aging is by computing the median age of a population. Thus, while in 1950 the world median age was 23.4 years, it increased up to 24.2 years in 1990, and is estimated to be 31.1 years by the year 2025. Developed regions show higher population aging than the less developed ones. In fact, in 1990, developed countries had a median age of 33.7 years and developing countries had a median age of 22 years. While the median age will be 40.7 years for developed countries in the year 2025, it will only be 29.7 years for less developed countries. Nevertheless, this relatively high median age indicates that the aging process has already started in less developed countries.     

The demographic and socio-economic characteristics of post-1965 immigrants to New York City: a comparative analysis by national origin

This article analyses and compares the demographic and socio‐economic characteristics of persons born abroad who immigrated to New York City after 1965 and still lived in the City in 1990. Using data from the 1990 Census, we classify persons into the twenty four largest national origin groups and compare their demographic and socio‐economic characteristics (sex, age, educational attainment, labour force participation, unemployment, occupation, income, and poverty). We pose and answer three empirical questions. The first question is: what are some of the main differences by national origin in the composition of persons immigrating to New York City after 1965? The second question is: what are some of the main differences in the location of post‐1965 immigrants in New York's socio‐economic structure? The third question is: what are some of the main differences in the economic rewards received by persons who immigrated to New York City since 1965? We find that immigrants with less than a high school education have higher labour force participation rates than the US‐born population in the same educational category and also have slightly higher earnings. Immigrants with a high school degree have labour force participation rates close to (or slightly higher than) the average for the US‐born population but their incomes are slightly lower than the average income for the US‐born population. Immigrants with a college degree have participation rates similar or slightly lower that those of the US‐born population while their earnings are significantly lower that those of US‐born college graduates.     

The world economic system and international migration in less developed countries: an ecological approach

This study examines net migration in less developed countries (LDCs) within the context of a world economic system and an urban ecological framework. Data are obtained from the "1987 World Development Report," the "1983 and 1987 World Bank Tables," and the 1984 UN Demographic Yearbook. It is posited that international migration is a direct response to the changes in the ecological subsystems in LDCs. The framework of this analysis relies on analyses by Sly and Tayman that found in multi-equation models that migration was a demographic response to environmental conditions created by organization and technology. The maximum likelihood estimates derived from the proposed structural model indicate that net capital flows positively influence net migration rate directly. Large transfers of capital were associated with net migration. It is suggested that a reduced percentage in the labor force in agriculture may have a greater impact on emigration than wages or social disadvantages. Gross national product had a smaller impact on migration than net capital outflows. Exports had a positive impact on net migration. There was a direct negative effect of value added to manufacturing on net migration, and the direct negative effect was greater than the positive indirect effect. The percentage of persons economically active had a positive impact on net migration. Increased economic activity was related to increased emigration. The evidence suggests that world economic systems did have an impact on emigration, when profits were not invested in domestic economies of LDCs. Findings suggest that the value added to manufacturing, the percentage engaged in agriculture, and the economically active population mediated the impact of trade on net migration.     

Trends in the Economic Status of the Aged and the Implications for State Policy

This paper examines recent trends in the economic status of the elderly. Particular attention is given to shifts in the income composition of older households and why these shifts have taken place. It is shown that most of these shifts are attributable, either directly or indirectly, to Social Security and private pension policies. The data also reveal that the income mix of poor older households differs greatly from that of more affluent older households. This has implications for the formulation of policies to improve the economic status of the elderly in poverty. Unfortunately, the current policy environment, characterized by large federal deficits, places severe constraints on developing federal programs to aid poor older persons. Thus, it is likely that state governments will need to take increasing responsibility for programs targeted to the aged poor. The paper concludes by considering the potential effectiveness of such programs.     

Distribution, Inequality and Concentration of Incomeamong Older Immigrants in Canada

While there are many studies on differences in earnings between immigrants and the native‐born or among immigrant groups, they do not consider distribution and concentration of income among immigrants explicitly. These aspects are important for understanding the distribution of economic welfare and consumer behaviour among members and hence are policy relevant. Using the 1991 Census data, the distribution and concentration of incomehave been examined among 15 broad birthplace groups for population aged55 years and over. About 19 per cent of males and 15 per cent of femalesreceive less than half the median income and obtain 5 per cent and 3 per centof the aggregate income respectively. About 30 per cent of males and29 per cent of females receive more than one and half times the medianincome and obtain 61 per cent and 59 per cent of aggregate incomerespectively. About 51 per cent of males and 56 per cent of females whoreceive incomes between half and one and half times the median income aretermed middle‐class and their shares of aggregate income amount to 34 and38 per cent respectively. Although older immigrants aged 55 years and over, as a group, have roughlythe same quartile distribution and concentration of income as theirCanadian‐born counterparts, the birthplace groups differ considerably.Those from the developing regions, that is, the groups that have loweraverage annual incomes, also have more inequitable distribution of incomethan the Canadian‐born or their counterparts from the developed regions. Thus, income distribution is more polarized in populations from developingregions than in populations from developed regions or in the Canadian‐bornpopulation. On average, females receive 45 per cent less income than males, and thereis less polarization of income among them than among males regardless ofthe place of birth. A part of the explanation lies in the receipt of government transfers, whichtend to equalize rather than polarize incomes, and older women derive ahigher proportion of their income from government transfers than older men.     

Agricultural income in less favoured areas of the EC: A regional approach

In this article the agricultural income situation in the less favoured areas (LFA) of EUR 12 in the years 1987–1988, 1988–1989 and 1989–1990 is examined by using an agricultural typology of EC regions. This typology is based on the relationship of regional gross domestic product per inhabitant and farm net value added per annual work unit. In this typology, three main geographical areas can be distinguished: Northwest, Central and South. Within each main geographical area farm income in LFA is below that in normal areas. Quite large differences in the income gap between normal areas and LFA exist: in Northwest and Central the income gap is larger than in South. Moreover, the level of farm income in Northwest and Central is considerably above that in South. Within each main geographical area, farmers in LFA receive a higher amount of direct income subsidies than farmers in normal areas; the difference in South is small and in Northwest rather large. A considerable number of LFA are located in the area of regional and agricultural backwardness.     

Decoupling migration effects from income effects on reproduction in Central American migrant-sending households

Contemporary data for three Central American countries (Costa Rica, Guatemala, and Nicaragua) surveyed by the Latin American Migration Project were analyzed to determine if migration length and remittance transfers had an influence on fertility. The analysis was structured to separate societal influences on fertility attributable to migration from the income effects associated with remittance transfers. At the couple level, the odds that a birth would occur were negatively associated with an increase in U.S. remittance receipts and an increase in a wife’s migration duration. However, no correlation was found between length of male migration and couple fertility.     

Territoriale Ungleichheiten in der erweiterten Eu

In a multi-level system like the European Union, social interests and conflicts are also defined in territorial categories. In this respect, the considerable regional disparities between Eastern and Western Europe may interfare with attempts at intensifying political cooperation within an enlarged European Union. They may give rise to considerable additional transfer payments or even endanger the further enlargement of the EU. This trilemma of enlargement, increased political cooperation and budgetary neutrality can only be overcome, if a polarization between East and West European interests can be avoided by a quick convergence of Eastern und Western performance levels or by a differentiation of the individual, interregional or international employment and income situation in Central and Eastern Europe. The growth rates of recent years and the economic structure of Central and Eastern Europe do not support the thesis of a quick convergence. However, the capital regions and the Western border regions in Central Europe are developing in a very dynamic way. A relatively permanent prosperity gap between Eastern and Western Europe as well as an increased regional differentiation within Central and Eastern Europe is to be expected. Historical dimensions of the economic and political differences between Eastern and Western Europe are analyzed. The relative stability of the European center-periphery structure does not support the thesis of a “deterritorialization” of social relationships. Instead, there is some evidence for a non-identical, path-dependent reproduction of long-established dependency relationships.     

Net Worth and the Economic Diversity of the Elderly

Using data from the 1984 panel of the Survey of Income and Program Participation (SIPP), this article examines characteristics of the older population disaggregated by net-worth quantities. The authors argue that income is not a sufficient measure of economic status for current policy discussions on issues such as changing Medicare co-payments, increasing the taxation of social security benefits, or means-testing under Medicaid. Net worth is a better measure of economic status, particularly for the elderly, because it represents the net value of assets accumulated over the life course. Their results indicate that there is considerable diversity in the economic status of the older population, which is masked by aggregate statistics (such as means and medians) typically used to summarize the economic status of population groups. Stereotypical views of the elderly based on such aggregates result in misdirected policy formulation. In the future, policymakers will need to formulate policies and program using information on the distributions of income and assets among the older populations rather than relying on statistical aggregates.     

Measuring the Economic Effects of Military Base Closures

In this article, we use a newly constructed dataset to analyze the county-level employment and personal income effects resulting from closures of military bases during 1971–94. Our estimated multipliers are mostly less than one, and considerably smaller than those typically used in economic impact studies. We find that the employment costs are mostly limited to the direct job loss associated with military transfers out of the region, and per capita income is little affected by closures on average.     

Net worth and the economic diversity of the elderly

Using data from the 1984 panel of the Survey of Income and Program Participation (SIPP), this article examines characteristics of the older population disaggregated by net-worth quintiles. The authors argue that income is not a sufficient measure of economic status for current policy discussions on issues such as changing Medicare co-payments, increasing the taxation of social security benefits, or means-testing under Medicaid. Net worth is a better measure of economic status, particularly for the elderly, because it represents the net value of assets accumulated over the life course. Their results indicate that there is considerable diversity in the economic status of the older population, which is masked by aggregate statistics (such as means and medians) typically used to summarize the economic status of population groups. Stereotypical views of the elderly based on such aggregates result in misdirected policy formulation. In the future, policymakers will need to formulate policies and programs using information on the distributions of income and assets among the older populations rather than relying on statistical aggregates.     

A SPATIAL PERSPECTIVE ON EUROPEAN INTEGRATION: HETEROGENEOUS WELFARE AND MIGRATION EFFECTS FROM THE SINGLE MARKET AND THE BREXIT

We use a quantitative model to study the implications of European integration for welfare and net migration flows across 1,280 European regions. The model suggests that an increase of trade barriers to the level of 1957 reduces welfare by about 5%–8% on average, depending on the presumed trade elasticity. However, remote regions may face initial welfare losses of up to 10%. These heterogeneous welfare effects cause estimated net migration of 1.9% of the population to the European geographic center implying that the dismantling of trade barriers in Europe has led to a more homogeneous spatial distribution of economic activity. With regard to the Brexit, we find moderate welfare losses for the United Kingdom of 1.05% in the most pessimistic scenario while continental Europe's welfare declines by 0.41%. (JEL F15, R12, R13, R23)     

Caregiving for the Elderly Person: Discourses Embedded in the Brazilian Practical Guide for the Caregiver

It is estimated that in 2025, Brazil will have the sixth largest elderly population in the world. Beyond the economic consequences of this projection, this changing demographic portends significant changes in the social realm. The aim of this study was to review and consider a range of government documents, developed during the past thirty years and directed toward elderly Brazilian citizens, to explore the ways that caregivers of older persons are positioned in daily care practices through the discourses such documents deploy. The analysis draws on Foucault’s genealogical approach, and begins with a review of the historicity of policies, regulations, and legislation related to older people, followed by an analysis of the discourses embedded in the Practical Guide for the Caregiver, a document created by the Brazilian Ministry of Health to provide guidance to informal caregivers in the actual provision of care to elders. The analysis shows that throughout the Guide, caregivers are portrayed as multifaceted subjects; yet at the same time, three primary positionings for the caregiver and her or his work are emphasized: the almost-angel, the almost-healthcare professional, and the almost-household professional.     

Public policy implications of elderly interstate migration to Oregon, 1985-1990

Several Oregon counties received a noticeable influx of elderly migrants from other states during the 1980s. Oregon policy regarding taxes, land use, and long-term care is examined for possible influence on migration. Models of elderly migration are examined for insight into how public policy influences migration, and previous research regarding the effects of elderly migration on public policy is reviewed. Data regarding disability and financial vulnerability among elderly by migration status are analyzed for possible influence upon public policy. Change in the population aged 65 and older mirrored state and national patterns for 1980 to 1990 and 1990 to 1999. Interstate elderly arriving in attractive counties reported a low prevalence of disability and financial vulnerability, indicating a low risk of demanding public assistance. Interstate elderly arriving in population centers reported a relatively high prevalence of disability but a low prevalence of financial vulnerability. This may suggest that Oregon's long-term care policy influenced elderly migration.     

Social capital and household income distributions in the United States: 1980, 1990

This paper asked if changes in social capital influence the level and disparity of household income in the United States. Social capital is defined in this paper as one's sympathy (antipathy) for others and one's idealized self. Changes in social capital are expected to produce the following economic consequences. First, increases in social capital are expected to alter the terms of trade and to increase the likelihood of trades between friends and family. Second, increases in social capital are expected to increase an economic agent's concerns for the external consequences of his or her choices, internalizing what otherwise would be considered externalities. Third, increases in social capital between firms are expected to increase the likelihood that they will act in their collective interest. Fourth, increases in social capital are expected to increase the opportunities for specialization and the likelihood of trade. Finally, increases in social capital are expected to raise the average level of income and reduce the disparity of income.This paper empirically tested the relationship between changes in social capital indicator variables and changes in the average and coefficient of variation (CVs) of household income. State CVs and averages of household income were calculated for all 50 states and for different races/ethnic groups using the U.S. Census data for 1980 and 1990. Social capital indicator variables selected to measure changes in social capital included measures of family integrity including the percentages of households headed by a single female with children; educational achievement variables including high school graduation rates; crime rate variables including litigation rates; and labor force participation rates. The social capital indicator variables appeared to be significantly correlated with each other. However, in 1980, the percentages of households headed by a single female with children was not significantly related to the birth rates of single teens. By 1990, however, a strong correlation was found between the percentages of households headed by a single female with children and the birth rate of single teens.Income inequality among U.S. households measured using CVs increased between 1980 and 1990 in all 50 states. The largest increase in CVs was among white households. The smallest increase in CVs was among Asian households. The states with the largest increase in the ratio of 1990 and 1980 CVs were Arizona, Wyoming, Maine, Vermont, and Texas. Half of the states reported decreases in real household income between 1980 and 1990. Those states with the largest percentage decrease in real income were Wyoming, Alaska, Montana, Louisiana, and West Virginia. The largest percentage increase in real income was reported by Connecticut, New Jersey, Rhode Island, and Massachusetts.State CVs and averages of household income were regressed on four factors or subsets of social capital indicator variables. The four factors used to predict CVs and averages of household income were generally statistically significant. The findings of this report support the conclusion that changes in social capital have a significant effect on the disparity and level of household income.