Totalization

Estimating the Impact of Missing Totalization Agreements

• July 21, 2021
• Susan Barnes
• International, Totalization

The number of international social security agreements (totalization agreements) signed by the U.S. is significantly smaller than the number signed by other countries such as Canada and the U.K. This paper aims to estimate the impact of the missing totalization…

A Framework for Cost-Benefit Analysis of Totalization Agreements

• June 1, 2021
• Susan Barnes
• International, Social Security, Totalization

Estimating the Macroeconomic Effects of Each Totalization Agreement

• June 1, 2021
• Susan Barnes
• International, Totalization

Macroeconomic Effects of Social Security Totalization Agreements

• May 28, 2021
• Susan Barnes
• International, Totalization

2020 Key Findings

• May 26, 2021
• Susan Barnes
• Cognition, Demographic trends, Disability, Disparities, Financial well-being, International, Labor force participation, Long-term care, Medicaid, Medicare, Mortality trends, Totalization

2019 Key Findings

• May 26, 2021
• Susan Barnes
• Administrative data link, Disparities, Financial well-being, Interest Rates, International, Labor Supply, Long-term care, Medicaid, Medicare, Mortality trends, OASDI trust funds, Occupational Requirements Survey, pensions, Totalization

A Framework for Cost-Benefit Analysis of Totalization Agreements

• December 18, 2020
• Susan Barnes
• International, Social Security, Totalization

International social security totalization agreements eliminate double social security taxation for workers who reside and work in different country from their home country. Because totalization agreements affect a number of economic agents in a variety of ways, we develop a…

Estimating the Macroeconomic Effects of Each Totalization Agreement

• December 18, 2020
• Susan Barnes
• International, Totalization

Totalization agreements coordinate the United States Social Security program with other countries’ comparable programs. We estimate each totalization agreement’s impact on a variety of bilateral trade outcomes. We find the impact is quite heterogeneous, both across agreements/countries and across sectors…

Expansion of Simplified Totalization Agreements

• December 16, 2020
• Susan Barnes
• Totalization

The United States has signed 30 bilateral social security agreements. Other partner countries, such as the United Kingdom or Germany, have signed international agreements to eliminate double taxation for nationals working temporarily abroad in more than 50 other countries. This…

Macroeconomic Effects of Social Security Totalization Agreements

• September 23, 2020
• Susan Barnes
• International, Totalization

The United States has signed international social security totalization agreements with 30 countries. For persons working in a foreign country during part of their careers, these agreements reduce double taxation on social security burdens and reduce the risk of not…