Retirement transitions, gender, and psychological well-being: a life-course, ecological model

This longitudinal study investigated the relationship between retirement transitions and subsequent psychological well-being using data on 458 married men and women (aged 50-72 years) who were either still in their primary career jobs, retired, or had just made the transition to retirement over the preceding 2 years. The findings show that the relationship between retirement and psychological well-being must be viewed in a temporal, life course context. Specifically, making the transition to retirement within the last 2 years is associated with higher levels of morale for men, whereas being "continuously" retired is related to greater depressive symptoms among men. The results suggest the importance of examining various resources and contexts surrounding retirement transitions (gender, prior level of psychological well-being, spouses' circumstance, and changes in personal control, marital quality, subjective health, and income adequacy) to understand the dynamics of the retirement transition and its relationship with psychological well-being.     

Impact of husbands' involuntary job loss on wives' mental health,among older adults

OBJECTIVES: This study estimates the consequences of older husbands' involuntary job loss for their wives' mental health. METHODS: Using longitudinal data from the 1992, 1994, and 1996 waves of the Health and Retirement Study, multivariate regression models were estimated to measure the impact of older husbands' involuntary job loss on wives' mental health. We created two longitudinal data sets of two waves each to use in our analysis. The first data set, or period, combined Waves 1 and 2 of the Health and Retirement Study and described the 1992-1994 experience of spouse pairs in our sample. It included the wives of 55 husbands who experienced involuntary job loss between these survey dates and a comparison group of wives of 730 continuously employed husbands. The second data set described the 1994-1996 experience of couples. In particular, it included the wives of an additional 38 husbands who were displaced from their jobs between Waves 2 and 3, and a comparison group of wives of 425 husbands who were continuously employed from 1994 to 1996. RESULTS: Husbands' involuntary job loss did not have a statistically significant effect on wives' mental health. We found no evidence that changes in husbands' depressive symptoms modified the effect of his job loss on wives' mental health. In the first period only, the effect of husbands' job loss on wives' mental health was more pronounced for wives who were more financially satisfied at baseline. DISCUSSION: There is limited evidence among this cohort that husbands' job loss increases wives' subsequent depressive symptoms. However, the effect of husbands' job loss on wives' mental health appears to be magnified when wives report being financially satisfied pre-job loss. This suggests that, for subgroups of older couples, mental health services specifically targeted at displaced men should also be made available to wives.     

Effects of retirement and grandchild care on depressive symptoms

This study explores how grandchild care in conjunction with grandparents' retirement affects depressive symptoms, using data from the Health and Retirement Survey. The findings demonstrate that retirement moderates the influence of grandchild care obligations on well-being, measured by depressive symptoms. For retired men, freedom from grandchild care obligations is associated with heightened well-being. Among women, continued employment seems to protect against potential negative effects of extensive grandchild care obligations on well-being. The results for men seem most in line with the argument that family care obligations spoil retirement, whereas the results for women suggest a scenario that is most compatible with the role enhancement thesis.     

Retirement transitions and spouse disability: effects on depressive symptoms

OBJECTIVES: The purpose of this study was to investigate the effects of type of retirement (forced, early, abrupt) and spouse's disability on longitudinal change in depressive symptoms. METHODS: The analyses rely on Waves 1-4 of the Health and Retirement Survey (N = 2,649). Generalized estimating equations models with bootstrapped standard errors and adjustment for survey design and non-independence of dyad members estimate effects of retirement, type of retirement, and spouse's disability on depressive symptoms, controlling for relevant covariates. RESULTS: The results suggest that depressive symptoms increase when retirement is abrupt and perceived as too early or forced. Women retirees who stopped employment and were either forced into retirement or perceived their retirement as too early report significantly more depressive symptoms with increasing spouse activities of daily living (ADLs) limitations. There is no similar effect for men. In contrast, for working retirees who retired on time, depressive symptoms decrease with increasing spouse ADLs. DISCUSSION: These results highlight the importance of retirement context on postretirement well-being. They suggest that both type of retirement transition and marital contexts such as spouse's disability influence postretirement well-being, and these effects differ by gender.     

The health impact of living with a cognitively impaired elderly spouse: depressive symptoms and social functioning

The purpose of this study was to identify the social and psychological consequences of living with a cognitively impaired spouse among community-dwelling elderly individuals. The study sample consisted of 318 spouse pairs drawn from a representative sample of noninstitutionalized elderly individuals. Our principal findings were that: (a) Cognitive impairment in wives is significantly (p less than .05) associated with depressive symptomatology in husbands, whereas cognitive impairment in husbands is only weakly (p greater than .20) associated with depressive symptomatology in wives; (b) Decreased participation in social/leisure activities is selectively related to spouses' level of cognitive functioning among both men and women; (c) The relationship between wives' cognitive impairment and husbands' depressive symptoms is influenced by perceived availability of financial support from friends and relatives, but not by ADL limitations in wives, lack of emotional or instrumental support from wives, household responsibilities among husbands, or lack of participation in social/leisure activities in husbands.     

Marital relationship in late adulthood: synchronous versus asynchronous couples

The article presents a study on marital relations in late adulthood, conducted among a sample of 469 Israeli couples, who were divided into four groups based on occupational status and spousal timing of retirement. Two of the groups were categorized as synchronous: pre-retired couples (both partners are close to retirement); and retired couples (both partners are retired), and two of the groups were categorized as asynchronous: employed husband/retired wife and retired husband wife/employed husband. Differences between the groups were examined in three areas: Division of tasks in the home; marital power relations; and quality of marriage. Regarding division of tasks in the home, feminine tasks were usually more egalitarian among retired couples and retired husbands/employed wives than among pre-retired couples and employed husbands/retired wives. In addition, synchronous-retired couples were found to be more egalitarian than synchronous-pre-retired and asynchronous employed husbands/retired wives with regard to general tasks, while masculine tasks were usually carried out by husbands in all four groups. With respect to quality of marriage, the pre-retired couples expressed more marital complaints than did the retired couples, while no differences were found between either of the asynchronous groups. Nonetheless, marital power relations were generally egalitarian in all four groups.     

Who expects to continue working after age 62? The retirement plans of couples

OBJECTIVES: This study examines the individual, spousal, and household characteristics associated with the retirement expectations of husbands and wives. METHODS: Using data from the 1992 Health and Retirement Study, subjective probabilities of working full-time after reaching age 62 and age 65 are used to measure retirement expectations. The retirement expectations of husbands and wives are modeled simultaneously using a joint-generalized least-squares approach. RESULTS: Within a marriage, retirement expectations are shaped by individual, spousal, and household characteristics. We observe some gender differences in cross-spousal influence with wives' retirement expectations being more influenced by husbands' resources and constraints than vice versa. Nonetheless, individual and household factors associated with retirement expectations are widely shared by husbands and wives. DISCUSSION: Husbands and wives both respond to individual and joint constraints and opportunities when planning for retirement. Findings support that there is considerable overlap in retirement planning of husbands and wives during early parts of the retirement decision-making process. However, inequity in cross-spousal influences is a defining characteristic of retirement decision making. Implications for both policy makers and practitioners are briefly discussed.     

Effects of own and spousal disability on loneliness among older adults

OBJECTIVES: This study examines the effects of own and spousal disability on social and emotional loneliness among married adults aged 65 and older. METHOD: Data from 710 men and 379 women of a Dutch community sample were analyzed with linear regression analyses. RESULTS: For men, only their wives' disability was related to higher levels of social loneliness, whereas for women mainly their own disability was related to higher levels of social loneliness. Own disability and spousal disability were related to higher levels of emotional loneliness among both men and women. Effects of disability remained unaffected after controlling for characteristics of the social network and the marital relationship. DISCUSSION: Findings underscore the importance of considering effects of both spouses' health on measures of individual well-being. Also, the traditional division of social roles makes older married men relatively vulnerable to social loneliness when their wives suffer from disability.     

An empirical test for phases of retirement: findings from the Normative Aging Study

Although gerontologists have shown considerable interest in describing possible phases of retirement, the temporal course of retirement experience remains largely unspecified. This study of 293 male retirees from the Normative Aging Study used cross-sectional data to compare levels of life satisfaction and lesiure activities across 6-month time intervals within the first 3 years after retirement. Regression models were used to test the hypothesis that men retired 0 to 6 months differed from men retired for longer periods. Findings showed that, compared with these recent retirees, men retired 13 to 18 months had lower levels of overall life satisfaction and self-perceived involvement in physical activities. Analyses of the constituents of life satisfaction showed greater optimism and future orientation among recent retirees and a comparative deficit at 13 to 18 months. These findings support an interpretation that the immediate postretirement period is marked by more enthusiasm and that some degree of temporary letdown or dysphoria is likely during the second year of retirement.     

Retirement and marital satisfaction

This study examined the effects of retirement status, length of retirement, and spouse's retirement status on marital satisfaction. Although some previous research and theory suggest that retirement has salutary effects on the quality of marriage, we find no such pattern here. Instead, some small negative effects are observed, particularly involving effects of husbands' retirement on the marital satisfaction of employed wives. These results suggest an explanation in terms of the household division of labor, employing insights from equity theory. Overall, there is no indication of any beneficial impact of retirement on the marital satisfaction of either husbands or wives.     

Depressive symptomatology in middle-aged and older married couples: a dyadic analysis.

OBJECTIVES: Depressive symptomatology has been frequently conceptualized as an individual matter, but social contextual models argue that symptom levels are likely to covary in close relationships. The present study investigated correlation between spouses' depressive symptomatology in middle-aged and older married couples, the influence of gender and race/ethnicity in predicting variability in symptom level, and the importance of individual-level covariates (education, health, and age) and couple-level covariates (household income and net worth). METHODS: Results were based on secondary analysis of Wave 1 interviews with White, Black, and Mexican American married couples (N = 5,423) from the Health and Retirement Study (HRS) and the Study of Asset and Health Dynamics Among the Oldest Old (AHEAD). Dyadic data from husbands and wives were analyzed with multilevel modeling. RESULTS: Husbands' and wives' depressive symptoms were moderately correlated, gender and race/ethnicity (and their interaction) predicted depressive symptoms, and both individual-level and couple-level characteristics were significant covariates. Similarities as well as differences are noted between the HRS and AHEAD results. DISCUSSION: Results highlight the importance of dyadic data and multilevel models for understanding depressive symptomatology in married couples. The influence of race/ethnicity merits greater attention in future research. Differences in findings between HRS and AHEAD suggest life-course, cohort, or methodological influences.     

Anticipatory Socialization for Retirement: A Multilevel Dyadic Model

Role theory, widely used to examine human behavior, has often been used to describe the transition from work to retirement. Anticipatory socialization, a role theory concept, describes the process that occurs prior to role transitions and assists in that transition by helping individuals learn the norms for the new role. However, not all workers engage in retirement planning. Lack of retirement planning is of concern because those individuals who do not plan for major life transitions tend to be less successful in adjusting to role changes. Data from the Health and Retirement Study were used; selection criteria required participants to be age 45 or older, working full- or part-time, and have complete data for the study variables. Multilevel modeling results of dyadic data from the Health and Retirement Study (N?=?1,028 dual-earner couples) indicate that older age, being White, higher income, greater retirement wealth, and looking forward to retirement predicted greater anticipatory socialization (i.e., thinking about and discussing retirement) by both husbands and wives. For wives only, having a health problem limiting work, higher spouse occupational status, and having a spouse who was looking forward to retirement predicted more anticipatory socialization. For husbands only, higher education, higher depressive symptomatology, and lower occupational status predicted more anticipatory socialization. This study found evidence of spousal congruence, with husbands, on average, engaging in more anticipatory socialization than wives. These findings identify couples that could most benefit from targeted efforts to increase anticipatory socialization, which predicts better retirement adjustment and satisfaction.     

The effect of spousal mental and physical health on husbands' and wives' depressive symptoms, among older adults: longitudinal evidence from the Health and Retirement Survey

OBJECTIVE: To estimate the effect of spousal depressive symptoms and physical health on respondents' depressive symptoms in a national sample of older married couples. METHOD: We used data on 5,035 respondent husbands and wives from the 1992 and 1994 waves of the Health and Retirement Survey. Multivariate regression models were estimated to examine the impact of spousal depressive symptoms and physical health on respondents' depressive symptoms. RESULTS: Adjusting for respondent mental and physical health and sociodemographic traits, having a spouse with more depressive symptoms was associated with significantly higher follow-up depressive symptoms in the respondent (p < .001). Controlling for spousal depressive symptoms, a decline in the spouses' physical health was associated with a significant reduction in respondent depressive symptoms (p < .05). DISCUSSION: Our findings suggest that health care providers treating older adults should be sensitive to the possibility that spouses may be affected when clients suffer poor mental or physical health.     

Well-being in older Mexican American spouses

PURPOSE: There is a strong connection between marriage and well-being, with evidence suggesting that the well-being of one spouse is closely correlated with that of the other. However, among older Mexican Americans, there is little information about this phenomenon. To address this, we explore two research questions: Does one spouse's well-being predict the other spouse's well-being? Are there gender differences in these effects? DESIGN AND METHODS: We assess information from 553 couples who participated in Wave 1 (1993-1994) of the Hispanic Established Populations for the Epidemiologic Studies of the Elderly. Using structural equation models, we examined three aspects of well-being among older Mexican American couples: depressive symptoms, life satisfaction, and self-rated health. RESULTS: The findings revealed evidence of an association between the well-being of one spouse and that of the other. Specifically, the self-rated health of husbands and wives predicts that of their partners. However, there is evidence that husbands' depressive symptoms and life satisfaction influence wives' well-being, but not the reverse. IMPLICATIONS: The findings from this study are important because they add to the literature on the connection of well-being among spouses, point to important gender differences, focus on an understudied minority group with unique cultural characteristics, and have implications for the examination of well-being within a marriage framework.     

Linked work lives: The interrelation of own and partner’s employment history and their relationship with mental health in older European couples

IntroductionThere is strong evidence for the importance of previous employment for mental health at older age but little is known about the role of partner’s employment history in this. Life course theory suggests that individual trajectories are linked and evidence from cross-sectional studies suggest that there are cross-over effects within couples. Therefore, the present study tests the interdependence of own and partner’s employment history and their relationship with depressive symptoms.MethodsAnalyses are based on retrospective data from the SHARE survey for 5664 long-term couples aged 50 or older, with employment information for each age between 30 and 50 (full-time, part-time, domestic work or non-employed). We use sequence analysis to group similar employment histories and relate own and partner’s employment histories with depressive symptoms (EURO-D) using regression models.ResultsResults show that own and partner’s employment history are interdependent and mainly follow traditional divisions of paid work, with the majority of men working full-time and women often working part-time or not working. We find increased depressive symptoms after longer episodes of non-employment for men but not for women, regardless of partner’s employment situation.ConclusionThe study shows that mental health later in life is related to own employment history and that this relationship is not moderated by partner’s employment history. The results need to be interpreted against cultural and gender role norms at the time.     

The retiree identity: gender and race differences

OBJECTIVES: This study's focus on the retiree identity complements research on institutionalized retirement criteria. We test whether tensions between individuals' own life circumstances and institutionalized retirement criteria manifest themselves in the extent to which individuals assume a retiree identity and in the overlap between self-definitions and attainment of institutionalized retirement criteria. METHODS: The analyses rely on logistic regressions and are based on data from the National Survey of Families and Households (N = 1,633). RESULTS: Labor force participation serves as the main basis for the retiree identity, but other life experiences (work history, disability, spouse's retirement, economic status, family history) also contribute to individuals' self-identification as retiree and the "fit" between self-identification and attainment of institutionalized retirement criteria. Men's retirement identity seems more closely tied to their attainment of institutionalized retirement criteria and a continuous and successful work career, whereas a variety of life circumstances impinge on women's retiree definitions. Moderately disabled African Americans are more likely to self-identify as partly or fully retired. DISCUSSION: While employment constitutes the main reference for individuals' self-definition as retiree, other life circumstances also have some influence. Full understanding of retirement transitions will require more attention to the meaning context of retirement among divergent population groups.     

Berufliche Aktivität im Ruhestand

Background

This article investigates employment of retired persons with different ethnic backgrounds, namely Germans, ethnic Germans and immigrants. The central issue of this paper addresses the influencing factors on employment during retirement.

Data and methods

A total of 25,304 recipients of statutory pension payments were analyzed using administrative data of the German Pension Insurance and the Federal Employment Agency. The parameters of being employed, whilst drawing statutory pension payments, were determined by means of a binary probability model.

Results

About 20% of the investigated pensioners hold an occupational activity. In the majority of cases this activity equates to part-time employment. Not only the amount of pension received, but also lack of continuous employment prior to retirement influence whether retirees stay in the labor force. Furthermore there are differences between Germans and immigrants.

Conclusion

The combination of the influencing parameters on working beyond retirement permits the conclusion that persons who face the risk of old-age poverty are more likely to work when they are retired.     

Retirement and weight changes among men and women in the health and retirement study

OBJECTIVES: Older adults may experience weight changes upon retirement for a number of reasons, such as being less physically active; having less structured meal times; and consuming food in response to losing personal identity, the potential for social interactions, or the sense of accomplishment derived from working. The purpose of this study was to determine whether retirement was associated with either weight gain or weight loss. METHODS: We used the 1994-2002 Health and Retirement Study to determine whether retirement between biennial interviews was associated with weight change, separately for men (n = 1,966) and women (n = 1,759). We defined weight change as a 5% increase or decrease in body mass index between interviews. RESULT: . We did not find a significant association between retirement and weight change among men. Women who retired were more likely to gain weight than women who continued to work at least 20 hr per week (odds ratio [OR] = 1.24, 95% confidence interval [CI] = 1.04-1.48). We found a significant relationship between retirement and weight gain only for women who were normal weight upon retiring (OR = 1.30, 95% CI = 1.01-1.69) and who retired from blue-collar jobs (OR = 1.58, 95% CI = 1.13-2.21). DISCUSSION: Public health interventions may be indicated for women, particularly those working in blue-collar occupations, in order to prevent weight gain upon retirement.     

Recently Retired Non-professional Men and Their Perceptions of Retirement

Objective: To provide insights for primary health workers into the nature of retirement for non-professional men, to assist the promotion of healthy ageing for men. Method: The qualitative methodology of phenomenology was utilised to explore the recent retirement experience of ten men that were salutogenic (health creating) in nature, especially in relation to their social health. Information was gained via self-reflective journals and in-depth interviews. Findings: Four major themes were revealed which positively impacted on the men's social health. Retirement was perceived as (a) an anticipated life stage; (b) a time of freedom; (c) a time of activity, especially as a practical support to others; and (d) a time to consolidate primary relationships. Conclusions: The study supports other Australian literature on retirement and gives insights from the perspective of recently retired non-professional men. It provides further information for those wishing to promote the social health of older men in the Australian context at both an individual and policy level.     

Associations between depressive symptoms and being employed or retired in older adults with type 2 diabetes

AimsAnalyse the association of depression with retirement in older adults with type 2 diabetes(T2D).MethodsData from the Survey of Health, Ageing, and Retirement in Europe (SHARE) was used to analyse 1100 T2D aged 51–74, employed or retired. Multilevel logistic models examined the relationships of health and socio-demographic characteristics with depression.ResultsThe proportion of females was significantly higher among those with depression. Around half of those aged between 51 and 64 were employed, and less than 5% among those aged between 65 and 74 years. Female, employment, more chronic diseases and not perceiving their health as healthy were associated with depression among those aged 51–64. Among women, the odds of being depressed was significantly higher among those employed than among those who had retired. Among men, being employed or retired was not significantly associated with depression.ConclusionsDepression was associated to more limitations of daily living and chronic diseases, and worst perception of health. The majority of those with depression were women, and being retired seems to have a protective effect on women.