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NATIONAL BUREAU OF ECONOMIC RESEARCH
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Means-Testing Federal Health Entitlement Benefits

Andrew Samwick

NBER Working Paper No. 23990
Issued in November 2017

---- Acknowledgments ----

I thank Bob Moffitt, Ithai Lurie, Ed Harris, and conference participants at the National Tax Association annual meetings and the Tax Policy and the Economy conference for helpful comments. I am grateful to Janet Jackson Keller at the Survey Research Center at the University of Michigan for assistance with the Health and Retirement Study restricted data. This research was supported by the U.S. Social Security Administration through grant #5 RRC08098400-04-00 to the National Bureau of Economic Research as part of the SSA Retirement Research Consortium. The findings and conclusions expressed are solely those of the author and do not represent the views of SSA, any agency of the Federal Government, or the National Bureau of Economic Research.

---- Disclosure of Financial Relationships for Andrew Samwick ----

I served as the chief economist on the staff of the President's Council of Economic Advisers when one of the policy reforms (the Medicare Modernization Act of 2003) that is analyzed in this paper was enacted.

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