IRP23-01: The Unintended Consequences of Roosevelt’s Reforms: Retirement Savings, Peacetime Inflation, and the Persistence of Racial Wealth Inequality in the US

Researchers

Abstract

Life insurance was historically important to retirement savings and intergenerational wealth accumulation. Black households were especially likely relative to white ones to hold these low-risk, low-return savings/investment vehicles. Policy-holding incentives, however, changed dramatically for the worse—disproportionately so for Black households—upon the advent of two New-Deal-era policies: Social Security and the reformulation of key tenets of macroeconomic policy by the Federal Reserve. What were the consequences for persistent racial disparities?

This study asks: what are the distributional impacts of retirement and macroeconomic policies through their interaction with long-standing racialized patterns in insurance demand? To examine this, I compare returns earned by individuals investing in ordinary life policies to those instead relying on SSA in the postwar period. Specifically, I use a differences-in-differences-style framework to test the impact of long-standing race-specific differences in county-level insurance demand, in interaction with SSA and inflationary Fed policies (both which changed old-age savings incentives race-specifically), on race-specific portfolio composition/returns and wealth in old age.

I thereby test for the racially disparate impact of facially neutral policy, and help advance our understanding of 1) the long-run consequences of racialized patterns in retirement savings and 2) the role of policy in today’s racial wealth gaps.

Publications

Project Year

2023