Honeymoons and joint lunches: effects of retirement and spouse's employment on depressive symptoms

With hypotheses derived from a life course perspective in conjunction with life event stress and role theories, we examine whether a spouse's employment and length of retirement affect a person's postretirement depressive symptoms and whether such effects differ by gender. Analyses use pooled data from Waves 1-4 of the Health and Retirement Survey, using a subsample of married individuals who either remained continuously employed over time or completely retired since the Wave 1 interviews (N = 2,695). Recently retired men seem to be negatively affected by their spouses' continuous employment when compared with men whose wives were continuously not employed. In contrast, spouses' joint retirement has a beneficial influence on both recently retired and longer-retired men. However, for recently retired men, the positive effect of wives' retirement seems to be contingent on spouses' enjoyment of joint activities. Among women, effects of spouses' employment occur only among very recently retired wives (0-6 months). These wives report more depressive symptoms if their spouses were already nonemployed prior to wives' retirement. These results demonstrate the complexity of retirement adaptation processes and suggest that marital context plays an important role in retirement well-being.     

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.     

Predictors of perceptions of involuntary retirement

PURPOSE: Retirement is often treated as a voluntary transition, yet selected circumstances can restrict choice in retirement decision processes. We investigated conditions under which retirees perceive their retirement as "forced" rather than "wanted." METHODS: Analyses relied on Waves 1-4 of the Health and Retirement Survey (N=1,160; 572 men and 588 women). Logistic regression models estimated the effects of background factors, choice and restricted choice conditions, and retirement contexts on perceptions of forced retirement. RESULTS: Nearly one third of older workers perceived their retirement as forced. Such forced retirement reflects restricted choice through health limitations, job displacement, and care obligations. Other predictors include marital status, race, assets, benefits, job tenure, and off-time retirement. IMPLICATIONS: Future research should establish personal and policy implications of forced retirement. Programs are needed to help older workers forced into retirement find alternative employment opportunities and to reduce the conditions leading to forced retirement.     

Midcourse in the United States: Does unpaid community participation replace paid work?

This study examines the links between formal community participation (defined as volunteer work for an organization) in the United States and psychological well-being, focusing on retirement as a key status transition. It draws on data from 762 American retirees and not-yet-retired older workers in the midcourse years (in their 50s, 60s, and early 70s) to examine: (1) whether unpaid community participation of retirees compensates for the loss of connectedness associated with their paid career jobs, and (2) whether community participation predicts the well-being of various subgroups of retirees. We find little difference in the community participation of midcourse Americans by their retirement status. But community participation does predict the well-being of retirees, supporting a compensatory hypothesis. Dividing the sample of retirees into those who engage in post-retirement paid work and those who do not reveals a positive association between community participation and well-being for non-workers only. Community participation appears especially salutary for the well-being of some subgroups of retirees in the United States (men more than women, those with less income, and those in poor health). She does research on gender, age, and the life course. Vivian Fields, former Project Manager of the Cornell Retirement and Well-Being Study, has been researching issues regarding aging and retirement for over 20 years. Her previous research includes such topics as women in retirement, Social Security’s effect on retirement age, and the feasibility of partial retirement. This research was supported by grants #P50 AG11711-01 and #P50AG11711-06 from the National Institute on Aging (Karl Pillemer and Phyllis Moen, Co-Principal Investigators), and grant #96-6-9 and 99-6-23 from the Alfred P. Sloan Foundation (Phyllis Moen, Principal Investigator).     

Midcourse in the United States: Does unpaid community participation replace paid work?

This study examines the links between formal community participation (defined as volunteer work for an organization) in the United States and psychological well-being, focusing on retirement as a key status transition. It draws on data from 762 American retirees and not-yet-retired older workers in the midcourse years (in their 50s, 60s, and early 70s) to examine: (1) whether unpaid community participation of retirees compensates for the loss of connectedness associated with their paid career jobs, and (2) whether community participation predicts the well-being of various subgroups of retirees. We find little difference in the community participation of midcourse Americans by their retirement status. But community participation does predict the well-being of retirees, supporting a compensatory hypothesis. Dividing the sample of retirees into those who engage in post-retirement paid work and those who do not reveals a positive association between community participation and well-being for non-workers only. Community participation appears especially salutary for the well-being of some subgroups of retirees in the United States (men more than women, those with less income, and those in poor health). She does research on gender, age, and the life course. Vivian Fields, former Project Manager of the Cornell Retirement and Well-Being Study, has been researching issues regarding aging and retirement for over 20 years. Her previous research includes such topics as women in retirement, Social Security’s effect on retirement age, and the feasibility of partial retirement. This research was supported by grants #P50 AG11711-01 and #P50AG11711-06 from the National Institute on Aging (Karl Pillemer and Phyllis Moen, Co-Principal Investigators), and grant #96-6-9 and 99-6-23 from the Alfred P. Sloan Foundation (Phyllis Moen, Principal Investigator).     

Adjustment to retirement: effects of resource change on physical and psychological well-being

A 1-year longitudinal study was conducted to examine the effects of retirement resources on the physical and psychological well-being of Hong Kong Chinese retirees during the transition to retirement. This study consisted of two assessments: Time 1 was conducted 6 months before retirement, while Time 2 was implemented 6 months after retirement. Personal resources and physical and psychological well-being were measured in the two assessments. The final sample contained 128 retirees who completed both assessments. Compared with Time 1, the retirees reported fewer financial resources at Time 2. Change in cognitive resources was significantly predictive of the changes in physical functioning, life satisfaction, psychological well-being, and psychological distress during the transition period. The findings of this longitudinal study reveal that in addition to financial, physical, and social resources that have often been emphasized in the past literature, mental resources also play an important role in positive adjustment to retirement. Future retirement planning programs are recommended to include modules for strengthening cognitive, emotional, and motivational resources of retired persons.     

Temporal and reciprocal relationship between IADL/ADL disability and depressive symptoms in late life

A strong association between functional disability and depressive symptoms in older people has frequently been reported. Some studies attribute this association to the disabling effects of depression, others to the depressogenic effects of physical health-related disability. The authors examined the reciprocal effects between depressive symptoms and functional disability and their temporal character in a community-based cohort of 753 older people with physical limitations who were assessed at yearly intervals. They compared structural equation models that differed in terms of direction and speed of effects between patient-reported disability in instrumental and basic activities of daily living (IADL/ADLs) and depressive symptoms. The association between disability and depression could be separated into three components: (a) a strong contemporaneous effect of change in disability on depressive symptoms, (b) a weaker 1-year lagged effect of change in depressive symptoms on disability (probably indirect through physical health), and (c) a weak correlation between the trait (or stable) components of depression and disability. IADL/ADL disability and depressive symptoms are thus mutually reinforcing over time. Compensatory forces like effective treatment and age-related adaptation may protect elders against this potential downward trend. To improve quality of life in elderly adults, treatment should target disability when it is new and depression when it is persistent.     

Retirement patterns and employee benefits: do benefits matter?

This article investigates the impact of postretirement employee benefits on the likelihood that workers expect to retire before age 62 and age 65. Using data from the 1992 Health and Retirement Study, probit regression models were estimated to explore the effect of pension plans and retiree health insurance on the expectation of early retirement. With respect to pension plans, the effects of both the type of pension plan and the expected benefits from those plans are explored. Similar effects were explored for retiree health benefits. The results indicate that postretirement pension benefits and the availability of retiree health benefits have a significant influence on workers' retirement age expectations.     

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.     

Life-span determinants of work in retirement years

This article presents the results of a path analysis to clarify the life-span determinants of work effort in postretirement years. It was found that personal and structural characteristics are different between a group of retirees who did not work in the three years after retirement and those that worked more than 300 hours annually. Those that participated in the labor force after retirement experienced more successful employment histories before retirement. On the other hand, people with more marginal work histories were less likely to sustain work efforts after retirement, despite lower income.     

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.     

Trajectories of impairment, social support, and depressive symptoms in later life

OBJECTIVE: Research has increasingly focused on the dynamic nature of disability and depressive symptoms in later life. Little research, however, has modeled disability and depressive symptoms as dynamic, related processes. Furthermore, virtually no research has considered social support as dynamic across age. Here, we investigate the relationship between long-term patterns of disability, perceived and received social support, and depressive symptoms in later life. METHODS: We use random coefficient (growth) models of four waves of Duke Established Populations for Epidemiologic Studies of the Elderly data to determine whether disability, support, and depressive symptoms follow linear trajectories across age and whether support mediates the relationship between disability and depressive symptoms. RESULT: The results show that (a) trajectories of disability are strongly related to trajectories of depressive symptoms and (b) trajectories of perceived support mediate the relationship between trajectories of disability and depressive symptoms, whereas trajectories of received support do not. DISCUSSION: Disability, social support, and depressive symptoms are strongly interrelated processes in later life. Our results are consistent with previous research in showing that perceived, rather than received, support mediates the relationship between disability and depressive symptoms, but our results extend previous research in showing that this mediation occurs across time.     

Is there life without work?

The present study examined the way retirees perceive retirement and continue to work post-retirement. Using a longitudinal design, qualitative and quantitative analyses were performed to examine the effect of preoccupation with work on adjustment to retirement. The findings indicate a wide range of attitudes toward cessation of the working life on the eve of retirement. In addition, most retirees reported increased well-being and decreased distress one year after retirement. Although for all participants a correlation was found between adjustment and preoccupation with work on the eve of retirement, no difference in the adjustment measures emerged a year later between those who were fully retired and those who continued to work. The implications of the findings for both personal well-being and social policy are discussed.     

Retirement and mental health

OBJECTIVES. This research examines whether retirement is associated with mental health and how one's daily pursuits mediate this association. It tests two perspectives from the sociology of work and the sociology of mental health. METHODS. Using data from two surveys, the 1995 Aging, Status, and Sense of Control and the 1987-1988 National Survey of Families and Households, regression analysis was used to examine retirement, activities, and well-being. RESULTS. In support of the view that work is alienating and retirement liberating, retirees experienced less anxiety and distress and higher positive affect. Retirees' lower anxiety and distress were explained by activity characteristics. In support of the view that work is empowering and retirement demoralizing, retirement is associated with lower sense of control in both data sets, in part because of the daily pursuits. Retirement was not associated with depressive symptomatology. DISCUSSION. Suggestions for creating opportunities that enhance well-being are discussed.     

Twin study of depressive symptoms among older african-american women

This study examines factors associated with depressive symptoms in a genetically informative sample of African-American female twins aged 65 years and older. A telephone interview was conducted with 180 pairs of twins. Questions included demographics, health behaviors, health status, activities of daily living (ADLs), instrumental ADLs, and depressive symptoms as measured by the Center for Epidemiologic Studies-Depression scale. Regression methods for clustered data were used to examine the associations. In univariate analyses, ADLs (odds ratio or OR = 1.4, 95% confidence interval or CI = 1.1-1.7), fractures (OR = 4.4, 95% CI = 1.3-15.6), and vision problems (OR = 1.9, 95% CI = 1.0-3.8) were significantly associated with depressive symptoms. In multivariable analyses, ADLs (OR = 1.4, 95% CI = 1.2-1.7) and vision problems (OR = 2.0, 95% CI = 1.2-3.5) remained significantly associated with depressive symptoms. A within-pair analysis, controlling for genetic or familial influences, produced similar results. The results suggest that efforts targeted at reducing levels of disability may reduce depressive symptoms in this population.     

Retirement effects on parent-adult child contacts

PURPOSE: This study examined whether parents' retirement influences their contacts (visits, telephone/letter) with adult children outside the household. DESIGN AND METHODS: The study relied on data from the National Survey of Families and Households. The sample consisted of parent-adult child dyads where parents were aged 55-75 at time 2 and adult children resided outside the household at both waves (N = 2,153 parent-adult child dyads, based on reports from 792 parents). Generalized estimating equations (GEE) with robust standard errors were used. RESULTS: Retirement has no significant effect on telephone contacts. Retired parents maintain frequent visits with children. For children living within 10 miles, mothers' retirement is associated with fewer and fathers' retirement with more visits. This trend varies by number of children, length of retirement, and child's gender. For children living more than 10 miles away, retired mothers decrease visits with childless children, whereas retired fathers increase visits with childless children. IMPLICATIONS: We attribute these findings to the gender-specific salience of child contacts for retirees and suggest that future research address children's and parents' expectations for postretirement contacts.     

Weight and depressive symptoms in older adults: direction of influence?

OBJECTIVE: . The purpose of this study was to clarify the direction of the relationship between changes in depressive symptoms and changes in weight in older adults. Methods. The sample included a prospective cohort of individuals aged 53-63 (n = 9,130) enrolled in the Health and Retirement Study. We used separate cross-lagged models for men and women in order to study the impact of weight change on subsequent increases in depressive symptoms 2 years later and vice versa. RESULT: . Weight gain did not lead to increased depressive symptoms, and weight loss preceded increased depressive symptoms only in unadjusted models among men (odds ratio [OR] = 1.26, 95% confidence interval [CI] = 1.04-1.53). Increased depressive symptoms were not predictive of subsequent weight loss, but they were predictive of subsequent weight gain in unadjusted models only (men: OR = 1.24, 95% CI = 1.00-1.54; women: OR = 1.12, 95% CI = 1.00-1.26). In adjusted models, baseline depressive symptoms predicted both weight loss and weight gain among both men and women. Increase in functional limitations and medical conditions were significant predictors of both weight loss and weight gain. Baseline functional limitations also predicted increased depressive symptoms. Discussion. Based on our findings, it is apparent that researchers need to examine the pathways between changes in weight and increases in depressive symptoms in the context of functional limitations and medical comorbidity.     

Recovering from spousal bereavement in later life: does volunteer participation play a role?

OBJECTIVES: Volunteering is an important component of social life but may be interrupted by life events. This research investigated how widowhood influences subsequent volunteer participation as well as the potential moderating effect volunteer participation may have in coping with the death of a spouse. METHODS: Analysis of three waves (1986-1994) of longitudinal data from the Americans' Changing Lives study tested (a) the effect of widowhood on volunteer participation, (b) the influence of the timing since becoming widowed on volunteering and personal well-being, and (c) the interaction effects of volunteering and widowhood on personal well-being. A cross-sectional time-series design is used to test relationships with people aged 50 years and older at baseline. RESULTS: Compared with their continually married counterparts, people who experienced spousal loss reported greater likelihood of pursuing volunteer roles, not immediately but a few years after the death of their spouse. Volunteer roles adopted after spousal loss protected against depressive symptoms, and increases in volunteer hours enhanced self-efficacy. DISCUSSION: These patterns highlight the compensatory function of volunteer participation that helps to offset the negative impact of widowhood on well-being in later life.     

Spouse depression and disease course among persons with rheumatoid arthritis

Objective

To examine the role of spouse mood in the disability and disease course of persons with rheumatoid arthritis (PWRA).

Methods

A total of 133 married PWRA completed questionnaires, including the Rheumatoid Arthritis Disease Activity Index and the Disabilities of the Arm, Shoulder, and Hand, assessing PWRA arthritis disease activity and disability, respectively, at 2 time points 1 year apart. In addition, both PWRA and their spouses completed the Center for Epidemiologic Studies Depression Scale, a standardized community measure of depression at both time points.

Results

Multiple regression analysis revealed spouse depressive symptoms at initial assessment to be predictive of followup PWRA disability and disease activity, even after controlling for initial levels of PWRA depression, disability, disease activity, age, number of years married, education, disease duration, and employment. Specifically, higher levels of spouse depression predicted worse disease course over a 1‐year period for PWRA, as indicated by higher reports of subsequent PWRA disability and disease activity.

Conclusion

Our findings highlight the key role played by the spouse in PWRA disease course, and point to the importance of including the spouse in clinical interventions. Implications for theory, research, and treatment are discussed with a focus on examining pathways through which spouse depressive symptoms may affect PWRA disease course and disability.     

Racial differences in arthritis-related stress, chronic life stress, and depressive symptoms among women with arthritis: a contextual perspective

OBJECTIVES: This study examined the effects of arthritis-related stress and chronic life stress on depressive symptoms among African Americans and Whites with arthritis. METHODS: Participants included 175 African American and White women (aged 45-90) who completed structured questionnaires assessing arthritis-related stress (i.e., pain, functional impairment, perceived stress), chronic life stress (i.e., discrimination, financial stress, life stressors), and well-being (i.e., depressive symptoms). RESULTS: African Americans reported more functional impairment and lower perceived arthritis stress, but more life stressors, financial stress, and discrimination, than Whites. Arthritis-related stress accounted for similar proportions of variance in depressive symptoms across African Americans (DeltaR2=.16, p<.001) and Whites (DeltaR2=.24, p<.001). However, chronic life stressors explained significantly more variance among African Americans (DeltaR2=.20, p<.001, vs DeltaR2=.06, p<.05). DISCUSSION: Findings demonstrate the importance of considering contextual factors influencing women's health and well-being, particularly for those women with a chronic illness, including arthritis. Although arthritis-related stressors may be the predominant factors affecting well-being for Whites with arthritis, well-being in African Americans with arthritis is also closely tied to broader life stressors. Results suggest the importance of looking beyond illness-specific stressors when studying aging and health.