Other Availability: Printer-Friendly Page

Posted to Web: January 01, 2002

Permanent Link: http://www.urban.org/url.cfm?ID=1000290

This study explores the properties of a combined income and disability annuity in the context of the current long term care and retirement environment, particularly the trend toward defined contribution pensions and reduced annuity offerings through pension plans. Current tax policy obstacles to such a combined product and potential remedies for them are discussed. (In Innovations in Financing Retirement 2002; edited by Olivia Mitchell, Zvi Bodie, Brett Hammond, Stephen Zeldes; University of Pennsylvania Press).

---

Usage, posting and reprint of materials on the UI web site:

Most publications may be downloaded free of charge from the web site in PDF format. This information may be used and copies made for research, academic, policy or other non-commercial purposes. Proper attribution is required. Copyright of the written materials contained within the Urban Institute website is owned or controlled by the Urban Institute. Posting UI research papers on other websites is permitted subject to prior approval from the Urban Institute—contact paffairs@ui.urban.org.

If you are unable to access or print the PDF document please contact us or call the Publications Office at (202) 261-5687.

Disclaimer: The nonpartisan Urban Institute publishes studies, reports, and books on timely topics worthy of public consideration. The views expressed are those of the authors and should not be attributed to the Urban Institute, its trustees, or its funders.