Professor of Public Policy
Contact Information
Phone: 703-993-3171
Mason Square, Van Metre Hall, Room 542
3351 Fairfax Drive
Arlington, VA 22201
MSN: 3B1
Biography
Sita Nataraj Slavov is a professor of public policy in the Schar School of Policy and Government at George Mason ĢAV.She is an economist who specializes in public finance and the economics of aging.
Slavov is also a research associate at the National Bureau of Economic Research, an associate editor at theJournal of Pension Economics & Finance, and a nonresident senior fellow at the American Enterprise Institute. Before joining the Schar School, she was a resident scholar at the American Enterprise Institute, an associate professor at Occidental College, and a senior economist at the Council of Economic Advisers.
Slavov has published numerous articles, book chapters, and policy briefs on work at older ages and retirement policy. Her work has appeared in peer-reviewed journals such as theJournal of Health Economics,Journal of Public Economics,Journal of Human Resources,Review of Economic Studies, andJournal of Public Economic Theory. She has testified before Congress on issues relating to Social Security, and she served as a member of the 2019 Social Security Technical Panel on Assumptions and Methods. She has also published op-eds in outlets such as theNew York Times'"Room for Debate," theLos Angeles Times, Bloomberg Tax, Real Clear Markets, and The Hill.
Slavov has experience teaching a variety of microeconomics courses. At the Schar School, she teaches Public Sector Economics; Microeconomics for Public Policy; Tools for Economic Policy Analysis; Economics of Aging, and Research Design for Public Policy.
She received her PhD in economics from Stanford ĢAV and her BA from the College of William and Mary.
Curriculum Vitae
View Sita Nataraj Slavov's CV
Schar School of Policy and Government
George Mason ĢAV
3351 Fairfax Drive, MS 3B1
Arlington, VA 22201
Phone: 703-993-3171
Email: sslavov@gmu.edu
FIELDS
Public Finance, Economics of Aging
EDUCATION
Ph.D. in Economics, Stanford ĢAV, 2003
B.A. in Economics with Mathematics minor (summa cum laude and highest honors in economics), College of William and Mary, 1997
EMPLOYMENT
George Mason ĢAV
Professor of Public Policy, August 2014-present
Public Policy Ph.D. Program Director, June 2016-August 2020
Co-Director, Center for Micro-Economic Policy Research, August 2016- present
American Enterprise Institute
Resident Scholar, July 2012-July 2014
Occidental College
Associate Professor of Economics, August2008-August 2012 Assistant Professor of Economics, January 2003-August 2008 Instructor of Economics, August 2002-December 2002
Council of Economic Advisers
Senior Economist, August2007-June 2008
OTHER POSITIONS
National Bureau of Economic Research
Faculty Research Fellow, May 2015-present, November 2011- December 2012
American Enterprise Institute
Non-Resident Senior Fellow July 2014-present
Scholars Advisory Group, Alliance for Lifetime Income
Member, June 2021-present
Journal of Pension Economics and Finance
Editor, May 2021-present
Public Finance Review
Associate Editor, February 2017-August 2021
Brookings Institution Retirement Security Project
Advisory Board Member, September 2018-present
Social Security Technical Panel on Assumptions and Methods
Member, September 2018-September 2019
PUBLICATIONS
Peer-Reviewed Journal Articles:
“C Low Retirement Savings Be 鲹پDzԲ?” (with Jason Scott, John Shoven, and John Watson), Journal of Retirement, 8(4), Spring 2021, pp. 7-25.
“Pٳɲ to Retirement through Self-Employment” (with Shanthi Ramnath and John Shoven), Journal of Pension Economics and Finance, 20(2), April 2021, pp. 232-251.
“T Effect of Retirement on Health dz” (with Devon Gorry), May 2020, Economics and Human Biology, 40, January 2021, Article 100949.
“LԲ Big Money on the Table: Arbitrage Opportunities in Delaying Social ܰٲ” (with Gila Bronshtein, Jason Scott, and John Shoven), Quarterly Review of Economics and Finance, 78, November 2020, pp. 261-272.
پԳ Implications of a Low Wage Growth, Low Real Interest Rate DzԴdz” (with Jason Scott, John Shoven, and John Watson), Social Security Bulletin, 80(3), August 2020.
ٳܰ Ambiguity and ±ڲ” (with Frank Caliendo and Aspen Gorry), Journal of Economic Behavior and Organization, 170, February 2020, pp. 20-42.
Immigrants Delay Retirement and Social Security Claiming?” (with Mary Lopez), Applied Economics, 52(10), 2020, pp. 1105:1123.
“T Power of Working DzԲ” (with Gila Bronshtein, Jason Scott, and John Shoven),Journal of Pension Economics and Finance (special conference issue), 18(4), October 2019, pp. 623-644.
“T Cost of Uncertainty about the Timing of Social Security Reform” (with Frank Caliendo and Aspen Gorry), European Economic Review, 118, April 2019, 101-125.
“Wǰ Incentives in the Social Security Disability Benefit Formula” (with Gopi Goda and John Shoven), Journal of Pension Economics and Finance, 18(2), April 2019, 165-189.
ٴdz Security and Saving: An 岹ٱ” (with Frank Caliendo, Aspen Gorry, and Devon Gorry), Public Finance Review, 47(2), March 2019, 312-348.
es Retirement Improve Health and Life Satisfaction?” (with Aspen Gorry and Devon Gorry), Health Economics, 27(12), December 2018, 2067-2086.
“UԻٲԻ徱Բ Social Security Claiming Decisions Using Survey Գ” (with John Shoven and David Wise), Journal of Financial Planning, 31(11), November 2018, 35-47.
“T Financial Feasibility of Delaying Social Security: Evidence from Administrative Tax ٲٲ” (with Gopi Goda, Shanthi Ramnath, and John Shoven) ,Journal of Pension Economics and Finance, 17(4),October 2018, 419-436.
“T Role of Legislative Change in Reducing Domestic Violence Against Women in Ի徱”(ɾٳ Aparna Mathur), Economics Bulletin, 37(4), 2017, 2655-2664.
“H the Affordable Care Act Increased Part-Time Dz⳾Գ?” (with Aparna Mathur and Michael Strain), Applied Economics Letters, 23(3), 2016, 222-225.
“T Role of Retiree Health Insurance in the Early Retirement of Public Sector Dz” (with John Shoven), Journal of Health Economics (special section: Health Insurance and the American Public Sector Labor Market), 38, December 2014, 99-108.
es It Pay to Delay Social Security?” (with John Shoven) Journal of Pension Economics and Finance, 13(2),April 2014, 121-144.
“Pܲ versus Private Provision of Public ҴǴǻ,” Journal of Public Economic Theory, 16(2),April 2014, 222-258.
Գ Changes in the Gains from Delaying Social ܰٲ” (with John Shoven), Journal of Financial Planning, 27(3), March 2014, 32-41.
es Retiree Health Insurance Encourage Early پԳ?” (with Steven Nyce, Sylvester Schieber, John Shoven, and David Wise), Journal of Public Economics, 104, August 2013, 40-51.
es Widowhood Explain Gender Differences in Out-of-Pocket Medical Spending Among the ?” (with Gopi Goda and John Shoven), Journal of Health Economics, 32(3), May 2013, 647-658.
“A Alternative Perspective on Health Աܲٲ” (with Ben Ho), Economics Bulletin, 32(4), 2012,3182-3196.
es Stock Market Performance Influence Retirement ԳٱԳپDzԲ?” (with Gopi Goda and John Shoven), Journal of Human Resources, 47(4), Fall 2012, 1056-1082.
“A Solution Concept for Majority Rule in Dynamic Settings” (with Doug Bernheim), Review of Economic Studies, 76(1), January 2009, 33-62.
“A Bias in Fiscal Policy: Why Does the Political Process Favor the ?” ĢAVics in Theoretical Economics, 6(1), 2006, Article 11.
ٴdz Matrix Techniques in Game ճǰ”(ɾٳ Chi-Kwong Li), Mathematical Inequalities and Applications, 3(1), January 2000, 133-141.
“Lǰ Market Flexibility in East Asia: Lessons from ղɲ” (with Yana Rodgers),Economic Development and Cultural Change, 48(1), October 1999, 51-70.
“PdzٱپԲ Female Workers in Industrializing dzܲԳٰ” (with Yana Rodgers and Joseph Zveglich), International Review of Comparative Public Policy, 10, 1998, 197-221.
Other Journal Articles and Book Chapters:
“HǷ Does Social Security Reform Indecision Affect Younger dzǰٲ?”(ɾٳ John Shoven and John Watson), in
Overtime: ’s Aging Workforce and the Future of “Wǰing DzԲ” (Lisa Berkman and Beth C. Truesdale, eds.), Oxford ĢAV Press, forthcoming.
Taxes on Work from Social Security and ѱ徱” (with Gopi Goda and John Shoven), in Tax Policy and the Economy, Volume 25 (Jeffrey Brown, ed.), ĢAV of Chicago Press, 2011, 69-88.
“HǷ Well Are Social Security Recipients Protected from ԴڱپDz?” (with Gopi Goda and John Shoven), National Tax Journal Forum on Social Security, 64(2), June 2011, 429-450.Reprint in Investigations in the Economics of Aging (David Wise, ed.), ĢAV of Chicago Press, 2012, 119-139.
“W Explains Changes in Retirement Plans During the Great Dz?” (with Gopi Goda and John Shoven), American Economic Review Papers and Proceedings, 101(3), May 2011, 29-34.
ྱڴڱԳپ Mortality by Income and Social Security Progressivity” (with Gopi Goda and John Shoven),in Explorations in the Economics of Aging (David Wise, ed.), ĢAV of Chicago Press, 2011, 189-204.
DZԲ the Disincentives in Social Security for Long Careers” (with Gopi Goda and John Shoven), in Social Security Policy in a Changing Environment (Jeffrey Brown, Jeffrey Liebman, and David Wise, eds.),ĢAV of Chicago Press, 2009, 21-38.
“Cdz貹Բ the Risks of Social Security with and without Individual dzܲԳٲ” (with John Shoven), American Economic Review Papers and Proceedings, 93(2), May 2003, 348-353.
Working Papers:
“PDzٲ, Government Size, and Redistribution in an Optimal Tax Ѵǻ” (with Weifeng Zhong),AEI Working Paper, May 2021.
Automatic Enrollment Consistent with a Life Cycle Model?” (with Jason Scott, John Shoven, and John Watson),NBER Working Paper no. 28396, January 2021.
es the Actuarial Adjustment for Pension Delay Affect Retirement and Claiming ٱDzԲ?” (with Devon Gorry and Kyung Min Lee), NBER Working Paper no. 27508, July 2020.
Political Views Move with Short-Run Changes in Macroeconomic ѱܰ?” (with Ben Ho and Seungyup Shin), August 2017.
“T Welfare Cost of Retirement ԳٲԳٲ” (with Frank Caliendo, Maria Casanova, and Aspen Gorry), NBER Working Paper no. 22609, September 2016.
“A Tax on Work for the Elderly: Medicare as Secondary ʲ” (with Gopi Goda and John Shoven), NBER Working Paper no. 13383, September 2007.
ٴdz Security and the Timing of پǰ”(ɾٳ Gopi Goda and John Shoven), NBER Working Paper no. 13382, September 2007.
“PDZپ Risk versus Market Risk in Social ܰٲ” (with John Shoven), NBER Working Paper no. 12135, April 2006. “H the Unified Budget Undermined the Federal Government Trust ܲԻ?” (with John Shoven),NBER Working Paper no. 10953, December 2004.
Գdz Redistribution with Majoritarian ʴDZپ” (with Doug Bernheim), June 2004.
Policy Papers, Encyclopedia Entries, and Book Reviews:
ٴdz Security Earnings Test ’t Reallya Tax [Letter to the 徱ٴǰ” (with Alan Viard),Tax Notes Federal, July 26, 2021.
“A Framework for Understanding Universal Basic Գdz,” Tax Notes Federal, February22, 2021.
“N Free Lunch: The Federal Fiscal Imbalance Is Still a ʰDz” (with Alan Viard),Tax Notes Federal, November16, 2020.
“A VAT-Financed Universal Basic Income Can Still Be Progressive [Letter to the 徱ٴǰ”(with Alan Viard),Tax Notes Federal, September 28, 2020.
“T Right Way to Make Social Security and Medicare More ʰDz” (with Alan Viard),Tax Notes Federal, November 25, 2019.
“T Wrong Way to Make Social Security and Medicare More ʰDz” (with Alan Viard), Tax Notes Federal, September 16, 2019.
“BǴǰ Review: The Origins of Behavioural Public Policy (by Adam ),” American Review of Public Administration, 49(5), July 2019, 629-630.
پԳ Brings Health and Happiness” (with Aspen Gorry and Devon Gorry), Public Health Post, February11, 2019.
“T, Transfers, Progressivity, and Redistribution: Part 3” (with Alan Viard), Tax Notes, November 26, 2018, 1109- 1121.
ԳԲ Your Retirement Resources: The Power of Working DzԲ” (with John Shoven and Jason Scott),American Association of Institutional Investors Journal, July 2018.
Taxes on Work at Older ” (with Gopi Goda and John Shoven), NBER Reporter, no. 2, June 2018.
“A Investigation of State Tax ʰDzٲ,” (with Cody Kallen and Alan Viard), State Tax Notes, September 18, 2017, 1143-1152.
“T, Transfers, Progressivity, and Redistribution: Part 2” (with Alan Viard),Tax Notes, September 26, 2016, 1879- 1889.
“T, Transfers, Progressivity, and Redistribution: Part 1” (with Alan Viard),Tax Notes, September 5, 2016, 1437-1450.
“BǴǰ Review: Get What's Yours: The Secrets to Maxing Out Your Social Security(by Laurence J. Kotlikoff, Philip Moeller and Paul Solman),” Journal of Pension Economics and Finance, 15(1), January 2016, 121-123.
“MܰԲ Inequality: One Size Does Not Fit ” (with Ben Ho), AEI Economic Perspectives, April 2014.
“T Tax Treatment of the ”(ɾٳ Aspen Gorry)AEI Economic Perspectives, May 2013.
“MԲ and Average Rates in Optimal Tax ʴDZ” (with Aspen Gorry),Tax Notes, April 1, 2013, 83-88.
“FԲԳԲ Entitlements and Promoting Work: Does Policy Encourage Early پԳ?” (with Aspen Gorry), AEI Economic Perspectives, December 2012.
ٳdzܱ the ĢAV Marginal Income Tax Rate Be 73%?” (with Aparna Mathur and Michael Strain), Tax Notes, November 19, 2012, 905-915.
ԻԳ 鲹پ,” in Encyclopedia of Social Problems(Vincent N. Parrillo, ed.), Sage Publications, 2008, 221-222.
GRANTS
“Longer Working Lives, Paper #1: Firm and Worker Response to Proposals to Reduce the Tax Wedge on Working for Older Բ” (with Bob Clark and John Shoven), Sloan Foundation (through NBER), 2018-2020, PI: Kevin Milligan.
NVIDIA Corporation, “O辱ԾDzԲٱ ɲ” (with Julian Chan and Weifeng Zhong),GPU seeding gift (direct donation of a
GPU to support the project), awarded Spring 2019.
ٱǷ Growth, Low Returns, Retirement and Working Longer: Recalibrating Strategy in Mid- and ٱ-䲹” (with Gila Bronshtein, Jason Scott, and John Shoven), Sloan Foundation (through Stanford ĢAV with subcontract to George Mason), 2017-19. PI: John Shoven, PI for George Mason subcontract: Sita Slavov.
ٳܰ Ambiguity and ±ڲ” (with Frank Caliendo and Aspen Gorry), Social Security Administration (through the NBER Retirement Research Center), 2016-17, PI: Jeffrey Brown.
“T Impact of Social Security on Private Saving” (with Aspen Gorry, Devon Gorry, and Frank Caliendo), Mercatus Center, 2016-17.
“Pٳɲ to Retirement and the -Dz” (with John Shoven),Sloan Foundation (through Stanford ĢAV with subcontract to George Mason), 2015-16. PI: John Shoven, PI for George Mason subcontract: Sita Slavov.
“Wǰ Incentives in the Social Security Disability Benefit ǰܱ”(ɾٳ Gopi Goda and John Shoven), Mercatus Center, 2015.
“FٲپԲ Work at Older Ages – 2015 Continuation, papers #4, 6, and 7” (with Steve Nyce , Sylvester Schieber, John Shoven, and David Wise), Sloan Foundation (through NBER), 2014-16, PI: David Wise.
“UԲ Firm Benefits Data to Understand Labor Force ٱDz-Ѳ쾱Բ” (with John Shoven and David Wise), National Institute on Aging Pilot Award (through the NBER Center for Aging and Health Research), 2014-15, PI: David Wise.
“MܰԲ Inequality: One Size Does Not Fit ” (with Benjamin Ho), Koch Foundation (through Vassar College),2013- 14, PI: Benjamin Ho.
“FٲپԲ Work at Older Ages: Approaches and Implications, Project 2: Collaboration with Towers Watson” (with Steve Nyce, Sylvester Schieber, John Shoven, and David Wise),Sloan Foundation (through NBER), 2010-13, PI: David Wise.
ٴdz Security Claiming Behavior in the Health and Retirement ٳܻ” (with John Shoven), Social Security Administration (through the NBER Retirement Research Center), 2012-13,PI: David Wise.
ٱ versus Parallel Retirement Income Strategies” (with John Shoven), Sloan Foundation (through Stanford ĢAV), 2011-12, PI: John Shoven.
“FԲԳԲ Retirement with Social Security and Defined Contribution Balances: The Sequential Strategy” (with John Shoven), Social Security Administration (through the NBER Retirement Research Center), 2011-12, PI: David Wise.
“Oܳ-Ǵ-ʴdz Medical Expenses Amongst Elderly Social Security Recipients: Gender and Living Arrangements” (with Gopi Goda and John Shoven), Social Security Administration (through the NBER Retirement Research Center), 2010-11, PI: David Wise.
es Stock Market Performance Influence Retirement ԳٱԳپDzԲ?” (with Gopi Goda and John Shoven), Social Security Administration (through the NBER Retirement Research Center), 2009-10,PI: David Wise.
“HǷ Well Are Social Security Recipients Protected from ԴڱپDz?” (with Gopi Goda and John Shoven), Social Security Administration (through the NBER Retirement Research Center), 2008-09,PI: David Wise.
ྱڴڱԳپ Mortality by Income and Social Security Progressivity” (with Gopi Goda and John Shoven) National Institute on Aging Pilot Award (through NBER Program on Economics of Aging), 2007-08, PI: David Wise.
ٴdz Security and the Timing of Divorce” (with Gopi Goda and John Shoven),Social Security Administration (through the NBER Retirement Research Center), 2006-07, PI: David Wise.
“A Tax on Work for the Elderly: Medicare as a Secondary ʲ” (with Gopi Goda and John Shoven), Social Security Administration (through the NBER Retirement Research Center), 2006-07,PI: David Wise.
DZԲ the Disincentives in Social Security for Long 䲹”(ɾٳ Gopi Goda and John Shoven), Social Security Administration (through the NBER Retirement Research Center), 2005-06,PI: David Wise.
“PDZپ Risk versus Market Risk in Social ܰٲ” (with John Shoven), Social Security Administration (through the NBER Retirement Research Center), 2004-05, PI: David Wise.
“H the Unified Budget Undermined the Federal Government Trust ܲԻ?”(with John Shoven),Social Security Administration (through the NBER Retirement Research Center), 2003-04,PI: David Wise.
ACADEMIC PRESENTATIONS
2020:
NBER Conference on Facilitating Longer Working Lives (online)
COVID-19 Work in Progress Conference, ĢAV of Southern California (online)
2019:
Harvard Center for Population and Development Studies(Cambridge, MA)
NBER Workshop on Employer Concerns Associated with an Aging Workforce (Cambridge, MA)
International Pension Research Association Conference (Paris, France)
Center for Micro-Economic Policy Research Faculty Symposium(Arlington, VA)
2018
Association for Public Policy Analysis and Management Fall Research Conference (Washington, DC)
Working Longer and Retirement Conference, Stanford Institute for Economic Policy Research (with John Shoven; Stanford, CA)
Tax Economists Forum (with Alan Viard; Washington, DC)
NBER Conference on Incentives and Limitations of Employment Policies on Retirement Transitions (with John Shoven; Jackson, WY)
Wofford College, senior economics major seminar (Spartanburg, SC) School of Business, George Mason ĢAV (Fairfax, VA)
Virginia Social Science Association (Richmond, VA)
2017
National Tax Association Annual Conference (Philadelphia, PA)
Consumer Expenditure Surveys Microdata ’ Workshop (Washington, DC)
Workshop on the Increase in Work at Older Ages, Institute for Fiscal Studies (London, England)
2016:
National Tax Association Annual Conference (Washington, DC)
International Atlantic Economic Society Conference (Washington, DC)
Schar School Brown Bag, George Mason ĢAV (Arlington, VA)
Population Association of America (Washington, DC)
2015:
National Tax Association Annual Conference (Boston, MA)
Working Longer and Retirement Conference, Stanford Institute for Economic Policy Research (Stanford, CA)
Tax Economists Forum (Washington, DC)
Utah State ĢAV (Logan, UT)
2014:
Schar School Microeconomic Policy Seminar, George Mason ĢAV (Arlington, VA)
Schar School Brown bag, George Mason ĢAV (Arlington, VA)
Western Economic Association International Annual Conference (Boulder, CO)
School of Public Policy, George Mason ĢAV (Arlington, VA)
2013:
Tax Economists Forum(with Aparna Mathur and Michael Strain; Washington, DC)
Working Longer and Retirement Conference, Stanford Institute for Economic Policy Research (Stanford, CA)
Conference on State and Local Health Plans for Active and Retired Public Employees, National Bureau of Economic Research (Jackson, WY)
2012:
Association for Public Policy Analysis and Management Fall Research Conference (Baltimore, MD) Brookings Institution (Washington, DC)
14th Annual Retirement Research Consortium Conference (Washington, DC) ShovenFest conference, Stanford Institute for Economic Policy Research (Stanford, CA)
Workshop on Facilitating Longer Working Lives, Institute for Fiscal Studies(London, England) Cornerstone Research (Washington, DC)
Bates White (Washington, DC)
U.S. Treasury Department (Washington, DC)
2011:
Heritage Foundation (Washington, DC)
International Atlantic Economic Society Conference (Washington, DC)
Cato Institute (Washington, DC)
2010:
Association for Public Policy Analysis and Management Fall Research Conference (Boston, MA)
Center for Study of Public Choice, George Mason ĢAV (Fairfax, VA)
12th Annual Retirement Research Consortium Conference (Washington, DC)
Center for Economic Research and Graduate Education, Charles ĢAV (Prague, Czech Republic)
2008:
College of William and Mary (Williamsburg, VA) ĢAV of Virginia (Charlottesville, VA)
2006:
Southern Economic Association Annual Meetings (Charleston, SC)
2004:
Claremont McKenna College (Claremont, CA)
Western Economic Association International Annual Conference (Vancouver, BC)
2003:
American Economic Association Annual Meeting (Washington, DC)
2002:
ĢAV of Texas (Austin, TX)
ĢAV of Connecticut (Storrs, CT)
Georgetown ĢAV (Washington, DC)
Brown ĢAV (Providence, RI)
ĢAV of Minnesota (Minneapolis, MN)
ĢAV of Chicago (Chicago, IL)
TEACHING
George Mason ĢAV:
Game Theory (undergraduate)
Tools for Economic Policy Analysis (undergraduate; equivalent to principles of economics)
Managerial Economics (masters; equivalent to microeconomic theory)
U.S. Financial Policy, Processes, and Procedures (masters; equivalent to public finance)
Professional Development Workshop (Ph.D.)
Research Design for Public Policy (Ph.D.)
Economics of Aging in the U.S. (Ph.D. and masters)
American Enterprise Institute:
Democratic Capitalism: Principles and Practice(Summer Institute, July 7-11, 2014; co-taught with Michael Strain)
Economics and Public Policy(Summer Institute, July 1-12, 2013;co-taught with Aparna Mathur and Michael Strain)
Microeconomic Policy(Summer Institute, June 18-22, 2012;co-taught with Kevin Hassett)
Occidental College:
Economics of Information (undergraduate)
Public Finance (undergraduate)
Game Theory (undergraduate)
Intermediate Microeconomic Theory (undergraduate)
Applied Econometrics (undergraduate)
Principles of Economics II (undergraduate)
First-year Writing Seminar(undergraduate)
Senior Seminar – Advanced Microeconomic Analysis (undergraduate)
THESES/RESEARCH SUPERVISED
George Mason ĢAV:
Abu Bakkar Siddique (dissertation committee member); Tucker Omberge (dissertation committee member); Victoria Bryant (dissertation committee chair); Kyung Min Lee (dissertation committee member, 2019); Elizabeth Neglia (dissertation committee member); Solomiya Schpak (dissertation committee member), Chanup Jeung (dissertation committee member); Mee Jung Kim (dissertation committee member).
Occidental College:
Zhengyi Zhou (honors thesis adviser, 2010; published: American Economist, Spring 2013); Jonathan Brogaard (Richter Scholarship adviser, 2005); Chris Smutny (honors thesis adviser, 2005); Lauren Posin (honors thesis adviser, 2004); Lauretta Wild (honors thesis adviser, 2004).
PROFESSIONAL SERVICE
Journal Referee:
Games and Economic Behavior; Journal of Political Economy (2 manuscripts); Econometrica (2 manuscripts); Southern Economic Journal (2 manuscripts); Feminist Economics (3 manuscripts); Journal of Pension Economics and Finance (10 manuscripts); Social Choice and Welfare; American Economist; International Economic Review; International Tax and Public Finance; Journal of Public Economic Theory; Economics Letters; Economica; National Tax Journal (3 manuscripts); Journal of Health Economics; Behavioral Science and Policy; Journal of Public Economics (5 manuscripts); Journal of Economic Policy Reform; Mercatus Center working papers (3 manuscripts); Economics Bulletin (2 manuscripts); Economic Inquiry (2 manuscripts); World Medical and Health Policy; Social Security Bulletin; Public Finance Review; SAGE Open (article editor); Economic Modelling; International Journal of Manpower; American Economic Journal: Economic Policy (2 manuscripts); Review of Financial Studies; Macroeconomic Dynamics; Review of Development Economics; Review of Economics and Statistics; Small Business Economics; Economics and Human Biology
Grant Proposal Referee:
Smith Richardson Foundation; National Science Foundation; Sloan Foundation (2 proposals)
Conference Service:
Working Longer and Retirement Conference, Stanford Institute for Economic Policy Research (2020, discussant)
Allied Social Sciences Association (2020, discussant)
Working Longer and Retirement Conference, Stanford Institute for Economic Policy Research (2018, discussant)
NBER Conference on Incentives and Limitations of Employment Policies on Retirement Transitions (2018, discussant)
National Tax Association Annual Meeting (2017, session chair and discussant)
19th Annual Retirement Research Consortium Meeting (2017, discussant) National Tax Association Annual Meeting (2016, discussant)
International Atlantic Economic Society (2016,discussant)
APPAM Regional Student Conference (2016, session chair)
National Tax Association Annual Meeting (2015, program committee member)
Capital Flows and Financial Development in Emerging Markets workshop, George Mason ĢAV (2015, session chair)
Advances in Policy and Politics Conference, George Mason ĢAV (2015, discussant) Working Longer and Retirement Conference, Stanford Institute for Economic Policy Research (2014, discussant)
Western Economic Association International Annual Conference (2014,discussant) International Atlantic Economic Society Conference (2011, discussant)
11th Annual Retirement Research Consortium Meeting (2009, discussant)
Southern Economic Association Annual Meetings (2006, discussant)
Western Economic Association International Annual Conference (2004,discussant)
Wallis Institute for Political Economy Annual Conference (2003, discussant)
Southern Economic Association Annual Meetings (2006, session organizer)
PUBLIC TESTIMONY AND SELECTED MEDIA INTERVIEWS
ٲԲ More for Retirement vs. Working Longer,” (Q&A with Lisa Ward),Wall Street Journal, March 25, 2018.
U.S. Senate Special Committee on Aging, ٴdz Security Claiming Decisions: What Does the Research Ƿ?” Washington, DC, September 14, 2016.
U.S. Senate Committee on Finance, ٳܰǰ and Spousal Benefits in the Social Security Retirement ʰDz” Washington, DC, December 9, 2014.
SELECTED NONACADEMIC PRESENTATIONS AND DISCUSSIONS
2020:
Bipartisan Policy Center: Social Security claiming: Opportunities and considerations
2019:
Government Accountability Office (GAO) Retirement Security Advisory Panel
2018:
Wofford College (talk for general community) AARP panel discussion
2017:
Bogleheads (Washington, DC chapter)
AARP Public Policy Institute Social Security Policy Innovations Roundtable (discussant)
2016:
Government Accountability Office (GAO) Expert Panel: The State of Retirement
Academic Careers Panel for public policy PhD students
CV Development Workshop for public policy Ph.D. students
2015:
AARP Public Policy Institute Innovation Roundtable (to identify and discuss innovative options for Social Security) CV Development Workshop for public policy Ph.D. students
2014:
National Academy of Social Insurance roundtable discussion
2013:
AARP Hill briefing on cost-of-living adjustments for Social Security American Enterprise Institute Free Enterprise Boot Camp American Enterprise Institute World Forum
2012:
Economic Trends Workshop (expert panel), RAND Corporation/Institute for Mobility Research
2009:
“Wdz of ʴǷɱ” panel, Occidental College
IOUSA post-screening panel, Occidental College
2008:
Financial crisis panel, Occidental College
2005:
Representative Jane Ჹ’s town hall meeting debate on Social Security reform
2004:
Summer Institute for High School Teachers, Stanford Institute for Economic Policy Research
OP-EDS AND BLOG POSTS
Misperceptions about the Social Security Earnings Test Need to Be ǰٱ” (with Alan Viard),Bloomberg Tax, August
16, 2021.
“Wdz, ٴDz’t Censor, Alternative վɱǾԳٲ,” National Review, May 29, 2021.
’s Time to Do Away with the Social Security Earnings ձ,” Bloomberg Tax, April 9, 2021. “Universal Basic Income Should Balance the Benefits and Dzٲ,” The Hill, March 10, 2021.
“401() ܳٴDZDZԳ—dDZ one size really fit ?” (with Jason Scott, John B. Shoven, and John G. Watson), Bloomberg Tax, February 24, 2021.
“Fǰ Presidents, Is 78 the New 68” AEIdeas (AEI Blog), November30, 2020.
ٴdz Security Բ– Benefit Claiming Can Be Delayed Beyond پԳ,” Bloomberg Tax, November25, 2020. “Sound the Alarm on the Federal Debt” (with Alan Viard), The Hill, November 23, 2020.
“T Tradeoff Between Civil Liberties and Public Health,” AEIdeas (AEI Blog), November 6, 2020. “HǷ Do We Know When ‘Eٲ ’?”(ɾٳ Ben Ho), AEIdeas (AEI Blog), October 30, 2020. “W Has Trust in Experts Declined?” AEIdeas (AEI Blog), September 16, 2020.
“H’s How to Cope if COVID-19 Forces Changes in Your Retirement ʱԲ” (with John Shoven), USA Today, August29, 2020.
“T Problem with Pandemic Բ”(ɾٳ Ben Ho), AEIdeas (AEI Blog), July 14, 2020.
“AԲ are Learning to Live in a Riskier World” (with Shanthi Nataraj), OC Register, July 2, 2020.
the protests show that 䰿ձ-19DZ’t spread outdoors? It’s dzٱ.” AEIdeas( AEI Blog), June 25, 2020.
“T Best Way to Fix Social ܰٲ” (with Alan Viard), The Hill, February7, 2020.
“Wǰing a Little Longer Pays Big Dividends for پԳ” (with John Shoven, Gila Bronshtein, and Jason Scott), Real Clear Policy, March 29, 2018.
“UԻٲԻ徱Բ the Effects of Uncertainty about the Timing of پԳ” (with Frank Caliendo, Maria Casanova, and Aspen Gorry), VoxEU.org, November16, 2016.
"Time for a New Approach to Taxes and Inequality" (with Alan Viard),Real Clear Markets, October 24, 2016.
“W Uber Should Ban վ辱Բ,” AEIdeas (AEI blog), June 21, 2016.
“America's First World Inequality Problem,” U.S. News and World Report (Economic Intelligence blog), July 24, 2014. “Dave Brat's No ‘F Market ҳܲ’ on پDz,” U.S. News and World Report (Economic Intelligence blog), June 26, 2014.
“H Ed's Echo Chamber,” U.S. News and World Report(Economic Intelligence blog),May 29, 2014.
“MԾܳ Wage, Maximum Ჹ” (with Aspen Gorry), U.S. News and World Report (Economic Intelligence blog), May 1, 2014.
“HǷ to Fairly Tax ,” The American, April15, 2014.
“T Bright Side of Higher College Tuition” (with Ben Ho), U.S. News and World Report(Economic Intelligence blog), March 20, 2014.
ٳٴDZ Wishing for the Return of Manufacturing Dz” (with Ben Ho), U.S. News and World Report(Economic Intelligence blog), February 13, 2014.
“A Carbon Tax Beats a Vacuum Ban,” U.S. News and World Report (Economic Intelligence blog), January 23, 2014. “Obamacare Hasn't Caused a Shift to Part-Time Work ... Yet” (with Aparna Mathur), U.S. News and World Report
(Economic Intelligence blog), January2, 2014.
“HǷ to Fix Grade ԴڱپDz,” U.S. News and World Report (Economic Intelligence blog), December 26, 2013. n't Believe the ‘Eٲ,’ Imports Are Beautiful,” Real Clear Markets, December 18, 2013.
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“T Fantasy of Just Taxing the 龱,” U.S. News and World Report(Economic Intelligence blog),November 21, 2013.
“T Myth That Baby Boomers Are Stealing Jobs,” U.S. News and World Report(Economic Intelligence blog),October 31,
2013.
“T Hidden Cost of Bank dzܳٲ,” U.S. News and World Report(Economic Intelligence blog), September 26, 2013.
the New, Empowered India, Women Are Less Likely to Be Walked on and ܲ”(ɾٳ Aparna Mathur),Forbes, September 18, 2013.
“TٳٴǴ Waiting Periods: Protecting Us from ܰ?” AEIdeas (AEI blog), September 17, 2013.
“HǷ Your Doctor Is Driving Up Health Care Dzٲ,” U.S. News and World Report(Economic Intelligence Blog),August 22, 2013.
“Mǰ Money, Less ʲپԲ?” U.S. News and World Report (Economic Intelligence blog), July 24, 2013.
ٳ쾱Բ Tax Breaks for dzǷɲԱ,” U.S. News and World Report (Economic Intelligence blog), June 27, 2013.
“A New Set of Graduates Faces Social Security ԳٲԳٲ” (with Aspen Gorry), U.S. News and World Report(Economic Intelligence blog),May 30, 2013.
“T Individuals, Not dzܱ”(ɾٳ Aspen Gorry) Real Clear Markets, May 22, 2013.
“HǷ Politicians Buy Votes by Doling Out Public Worker Benefits,” U.S. News and World Report (Economic Intelligence blog), May 2, 2013.
“T Penalties of Our Tax ǻ,” The American, April 12, 2013.
“H We Go Again on dzܲԲ,” AEIdeas (AEI blog), April 5, 2013.
“T Progressivity: It's Not Just the Burden of the 龱” (with Aspen Gorry), Real Clear Markets, April 3, 2013. “T Shrinking Health Gap” (with Ben Ho), The American, March 26, 2013.
“T Bias Against Working Women” (with Aspen Gorry), Los Angeles Times, March 22, 2013, p. A21.
“T Protect Future Generations, Fix Social ܰٲ” (with Aspen Gorry), The Daily Caller, February 13, 2013. “Could 9 out of 10 Economists Be Wrong?” AEIdeas (AEI blog), February 8, 2013.
ܱپԲ Violent Video Games: It’s Tipper Gore versus Dee Snider All Over Again,” AEIdeas (AEI blog),January 15, 2013.
“T Value of Political Connections,” AEIdeas (AEI blog), January2, 2013.
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“Let’s Raise Taxes on the Middle Class,” The American, November 16, 2012. “Negotiation and the Gender Pay Gap,” AEIdeas (AEI blog), November 9, 2012. ٴdz ܰٲ’s War on Working Wives,” Real Clear Markets, October17, 2012. “W Taxing Capital Income is Unfair,” AEIdeas (AEI blog), October 17, 2012.
ٳܰԲ ’s Liberal Bias,” Chronicle of Higher Education (The Conversation blog),October 3, 2012.
“9 out of 10 Economists ,”A (AEI blog),October 2, 2012.
“W Really Benefits from Big ҴDZԳԳ,” AEIdeas (AEI blog),September 26, 2012.
“T Health Hazards of Recessions for Older ´ǰ,”A (AEI blog),September 12, 2012.
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“T Economics and Politics of Social Security Reform,” Oxy Economics Alumni Newsletter, 2004.
INSTITUTIONAL SERVICE
George Mason ĢAV:
Member, Fisher (Best Public Policy Dissertation) Award Selection Committee (Spring 2017-Spring 2019)
Chair, Public Policy Ph.D. Student Admissions Committee (Spring 2017-Spring 2019) Chair, Macroeconomics Search Committee (Fall 2017-Spring 2018)
Chair, Public Policy PhD Program Working Group (Spring 2018)
Member, School of Public Policy Legacy Committee on Retention, Promotion, and Tenure (Fall 2015-Fall 2018)
Member, Public Policy Ph.D. Student Admissions Committee (Spring 2016) Member, Schar School Study Leave Committee (Fall 2015)
Member, Schar School Search Committee for Economics (Fall 2014-Spring 2015) Member, Schar School Undergraduate Programs and Experience Transition Committee (Fall 2014-Spring 2015)
American Enterprise Institute:
Moderator, More or Better: Rethinking Social Security for the 21st Century (event), January 2014
Moderator, Free Enterprise Boot Camps (series of three conferences for undergraduates), March 2013-May 2013
Moderator and Co-Organizer, Improving Work Incentives and Fairness in Social Security and Medicare (event), March 28, 2013
Occidental College:
Faculty Co-Advisor, Blyth Fund (student-managed portion of endowment), Fall 2009-Fall 2010
Treasurer, Phi Beta Kappa(local chapter), Spring 2003-Spring 2005, Spring 2009- Spring 2010
Member, Teaching Innovations Committee (Fall 2009-Spring 2010)
Member, Economics Department Search Committee (several searches between 2002 and 2010)
Member, Subcommittee on Finance(Fall 2008-Spring 2009)
Honors Program Coordinator, Economics Department, Fall 2006-Spring 2007, Fall 2008-Spring 2010
Member, Undergraduate Awards Committee (Fall 2003-Spring 2004, Fall 2006- Spring 2007)
Affirmative Action Representative, Mathematics Department Search Committee (Fall 2004-Spring 2005)
Faculty Associate, Braun Residence Hall, Occidental College, Fall 2003-Spring 2004
HONORS AND AWARDS
National Science Foundation Graduate Research Fellowship, Fall 1997-Spring 2002
Outstanding Teaching Assistant Award (awarded each quarter to 4-6 teaching assistants in economics department), Department of Economics, Stanford ĢAV, Spring 1999
Graduated with 4.0/4.0 overall GPA, College of William and Mary, May 1997
Lord Botetourt Medal (for graduating senior achieving the greatest distinction in scholarship), College of William and Mary, May 1997
Ann Callahan Chappell Award (for top fall initiate of Phi Beta Kappa chapter), College of William and Mary, December 1996
Areas of Research
- Economic Policy
- Microeconomics
- Economics of Aging
- Political Economy
- Public Finance
- Quantitative Methods