compact codebook cogecon 2013 public (version 1.0) · 37 c4_a4_a_ereader 489 2 0.192 0 1 a4_a:...

I. Variables 1-15

II. Variables 16-22

III. Variables 23-31

IV. Variables 32-454

Key:

Variable = Name of variable in dataset

Obs = Number of non-missing observations

Min = Minimum value

Max = Maximum value

Label = Variable label

Constructed variables …………………………………………………………………………………………………………………….

Cog Econ 2013 survey content …………………………………………………………………………………………………………….

Compact CodebookCogEcon 2013 Public (Version 1.0)

Table of ContentsIDs and demographics (from Cog Usa) ……………………………………………………………………………………………….

Sample and system variables ……………………………………………………………………………………………………………….

Var # Variable Obs Unique Mean Min Max Label

1 sampid 863 863 . . . unique ID

2 chhid 863 666 . . . cogusa household id variable (sampid)

3 cpn 863 2 . . . cogusa person number id variable (sampid)

4 birthyr 863 51 1943.871 1913 1965 R YEAR BORN

5 gender 863 2 1.563 1 2 R GENDER

6 female 863 2 0.563 0 1 female

7 race 857 3 1.141 1 3 race

8 racem1 863 8 1.839 1 99 Race-mention 1 (CONST)

9 racem2 12 3 2.750 1 3 Race-mention 2 (CONST)

10 hispanic 863 3 4.980 1 8 R HISPANIC/LATINO

11 white 857 2 0.905 0 1 white/majority

12 black 857 2 0.048 0 1 black

13 hs_deg 863 2 0.966 0 1 high school degree

14 coll_deg 863 2 0.535 0 1 college degree

15 educ 863 14 14.450 1 17 education

16 c4_result 708 2 1.023 1 2 c4 outcome

17 c4_compmo 708 5 10.141 1 12 c4 month completed

18 c4_compyr 708 2 2013.004 2013 2014 c4 year completed

19 c4_compdate_flag 708 4 0.323 0 3 flag: date completed source

20 c4_lastQ 708 15 . . . Last question presented to R

21 c4_modeassign 863 2 0.273 0 1 c4: mode assigned

22 c4_modesubmit 708 2 0.298 0 1 c4: mode submitted

23 c4_age 708 680 69.099 48.739 96.003 Age at c4

24 c4_age_flag 708 3 0.054 0 2 flag: imputations for c4_age?

25 c4_age_m 708 340 828.701 584 1152 Age (in months) at c4

26 c4_age_y 708 48 68.606 48 96 Age (in years) at c4

27 c4_birth_flag 863 3 0.013 0 2 Birth day and/or month missing?

28 c4_relstat 708 4 2.037 1 4 c4 relationship status

29 c4_relstat_chng 708 4 0.114 0 3 c4 rel stat changed

30 c4_finr 708 2 0.798 0 1 2013 FinR?

31 c4_finr_how 708 5 1.520 1 5 how c4_finr coded

32 c4_A1 705 2 0.787 0 1 A1: R uses e-mail?

33 c4_A3 555 5 1.521 1 5 A3: frequency e-mail checked

34 c4_A4 696 6 2.371 1 6 A4: frequency using internet

35 c4_A4_A 489 62 . . . A4_A: devices to connect to Internet

36 c4_A4_A_DESKTOP 489 2 0.769 0 1 A4_A: connect with desktop computer

37 c4_A4_A_EREADER 489 2 0.192 0 1 A4_A: connect with eReader device

38 c4_A4_A_GAMINGDEVICE 489 2 0.049 0 1 A4_A: connect with gaming device

39 c4_A4_A_LAPTOP 489 2 0.693 0 1 A4_A: connect with laptop computer


40 c4_A4_A_SMARTPHONE 489 2 0.427 0 1 A4_A: connect with smartphone

41 c4_A4_A_TABLET 489 2 0.356 0 1 A4_A: connect with tablet device

42 c4_A4_A_TVVIDEO 489 2 0.151 0 1 A4_A: connect with TV or video device

43 c4_A4_B 489 7 1.521 1 7 A4_B: how usually connect to Internet?

44 c4_A4_C 489 24 . . . A4_C: access financial info on Internet?

45 c4_A4_C_BANK 489 2 0.703 0 1 A4_C: access bank account online

46 c4_A4_C_BROK_RET_MUT_ACC 489 2 0.415 0 1 A4_C: access retirement accounts online

47 c4_A4_C_CRED_CARD_ACCOUN 489 2 0.528 0 1 A4_C: access credit card account online

48 c4_A4_C_MORTGAGE 489 2 0.176 0 1 A4_C: access mortgage online

49 c4_A4_C_NONE 489 2 0.217 0 1 A4_C: access no finances online

50 c4_A4_C_UTIL_OTHER_BILLS 489 2 0.442 0 1 A4_C: access other bills online

51 c4_A4_D 488 30 . . . A4_D: use software or online services?

52 c4_A4_D_FINC_SOFTWARE 489 2 0.143 0 1 A4_D: use financial software

53 c4_A4_D_NONE 489 2 0.554 0 1 A4_D: use no software or online services

54 c4_A4_D_ONLINE_SERVICE_F 489 2 0.061 0 1 A4_D: use online financial services

55 c4_A4_D_ONLINE_SERVICE_T 489 2 0.231 0 1 A4_D: use online tax services

56 c4_A4_D_OTHER 489 2 0.178 0 1 A4_D: use other software or online services

57 c4_A4_D_TAX_SOFTWARE 489 2 0.217 0 1 A4_D: use tax software

58 c4_A4_E 218 41 . . . A4_E: utilize online banking or bill paying?

59 c4_A4_E_FILE_TAX 218 2 0.606 0 1 A4_E: file a tax return

60 c4_A4_E_MAKE_BANK 218 2 0.752 0 1 A4_E: make bank transaction

61 c4_A4_E_MAKE_BROK_RET_MU 218 2 0.294 0 1 A4_E: make brok, ret or mut fund transaction

62 c4_A4_E_NONE 218 2 0.050 0 1 A4_E: no online banking or bill paying

63 c4_A4_E_VIEW_BANK 218 2 0.849 0 1 A4_E: view bank balance or transaction

64 c4_A4_E_VIEW_BROK_RET_MU 218 2 0.596 0 1 A4_E: view brok, ret or mut fund account

65 c4_A4_E_VIEW_CRED_CARD 218 2 0.757 0 1 A4_E: view credit card balance or activity

66 c4_A4_E_VIEW_UTIL_BILL 218 2 0.633 0 1 A4_E: view utility or other bill

67 c4_A4_F 489 102 . . . A4_F: use Internet for purchases?

68 c4_A4_F_BOOK_TRAVEL 489 2 0.575 0 1 A4_F: book travel online

69 c4_A4_F_BUY_ITEM 489 2 0.836 0 1 A4_F: buy items online

70 c4_A4_F_BUY_SELL_CLASSIF 489 2 0.219 0 1 A4_F: use online classified sites

71 c4_A4_F_BUY_SELL_MARKET 489 2 0.290 0 1 A4_F: use online marketplace

72 c4_A4_F_BUY_TICKETS 489 2 0.429 0 1 A4_F: buy tickets online

73 c4_A4_F_DISCOUNT_COUPON 489 2 0.554 0 1 A4_F: find discount coupons online

74 c4_A4_F_MAKE_RESERVATION 489 2 0.231 0 1 A4_F: make reservations online

75 c4_A4_F_NONE 489 2 0.063 0 1 A4_F: do not use Internet for purchases

76 c4_A4_F_PAY_BILLS 489 2 0.634 0 1 A4_F: pay bills online

77 c4_A4_G 489 15 . . . A4_G: use social networking to connect?

78 c4_A4_G_FB 489 2 0.560 0 1 A4_G: use Facebook


79 c4_A4_G_LINKEDIN 489 2 0.217 0 1 A4_G: use LinkedIn

80 c4_A4_G_MYSPACE 489 2 0.008 0 1 A4_G: use MySpace

81 c4_A4_G_NONE 489 2 0.382 0 1 A4_G: do not use social networking

82 c4_A4_G_OTHER 489 2 0.035 0 1 A4_G: use other social networking sites

83 c4_A4_G_TWITTER 489 2 0.070 0 1 A4_G: use Twitter

84 c4_A4_H 297 3 1.781 1 3 A4_H: read content or also post and message?

85 c4_A4_I 489 317 . . . A4_I: other uses of Internet?

86 c4_A4_I_DIRECTION 489 2 0.881 0 1 A4_I: find directions or maps

87 c4_A4_I_EMAIL 489 2 0.965 0 1 A4_I: send or read email

88 c4_A4_I_FINC_MKTS 489 2 0.366 0 1 A4_I: follow financial markets

89 c4_A4_I_HEALTH_INFO 489 2 0.644 0 1 A4_I: get health information

90 c4_A4_I_HOBBIES_INTEREST 489 2 0.544 0 1 A4_I: get info about hobbies or interests

91 c4_A4_I_MOVIES_TV 489 2 0.329 0 1 A4_I: watch movies or TV shows

92 c4_A4_I_NEWS 489 2 0.802 0 1 A4_I: read the news

93 c4_A4_I_NONE 489 2 0.014 0 1 A4_I: none of these Internet uses

94 c4_A4_I_PHONE 489 2 0.382 0 1 A4_I: make calls using online services

95 c4_A4_I_RESEARCH 489 2 0.577 0 1 A4_I: research using online websites

96 c4_A4_I_RESTAURANT_RECS 489 2 0.427 0 1 A4_I: look for restaurant recommendations

97 c4_A4_I_SERVICES_RECS 489 2 0.292 0 1 A4_I: look for service provider recommendations

98 c4_A4_I_SURVEY 489 2 0.423 0 1 A4_I: take a survey

99 c4_A4_I_WORK 489 2 0.372 0 1 A4_I: use Internet for work

100 c4_A4_J 489 4 1.855 1 4 A4_J: concerned about online financial security?

101 c4_A4_K 23 2 0.826 0 1 A4_K: security main reason not using Internet?

102 c4_A5 702 5 2.427 1 5 A5: self-rated health

103 c4_A6 699 6 3.066 1 6 A6: understand fed income tax system

104 c4_A7 697 6 2.283 1 6 A7: with records, could list assets

105 c4_B1 702 5 1.903 1 5 B1: confidence w medical forms

106 c4_B2 700 5 3.456 1 5 B2: confidence w tax forms

107 c4_B3 695 3 1.715 1 3 B3: management of assets

108 c4_B3_1 708 2 0.723 0 1 B3: manage own assets?

109 c4_B3_2 708 2 0.480 0 1 B3: use financial planner/advisor?

110 c4_B4 701 54 . . . B4: advice about $ management?

111 c4_B4_1 701 2 0.117 0 1 B4.1: advice from son/daughter?

112 c4_B4_2 701 2 0.053 0 1 B4.2: advice from bro/sis?

113 c4_B4_3 701 2 0.023 0 1 B4.3: advice from oth relative?

114 c4_B4_4 701 2 0.462 0 1 B4.4: ...fin prof or lawyer?

115 c4_B4_5 701 2 0.041 0 1 B4.5: ...coworker/colleague?

116 c4_B4_6 701 2 0.063 0 1 B4.6: ...other friend?

117 c4_B4_7 701 2 0.185 0 1 B4.7: ...books, TV, radio, web?


118 c4_B4_8 701 2 0.006 0 1 B4.8: ...other source?

119 c4_B4_8_recode 16 1 1.000 1 1 B4.8: other source recoded

120 c4_B4_9 701 2 0.387 0 1 B4.9: …no advice?

121 c4_B5 501 4 0.976 0 3 B5: most knowledge of finances

122 c4_B6 509 7 5.222 1 66 B6: most knowledge of retirement

123 c4_B7 702 2 0.907 0 1 B7: file tax return?

124 c4_B8 633 2 0.123 0 1 B8: claim children w tax return?

125 c4_B8_text 76 3 1.368 1 3 B8: how many children claimed?

126 c4_B9_mail 164 2 0.823 0 1 B9: (mail) outside HH help w tax return?

127 c4_B9_web_notsing 355 2 0.580 0 1 B9: (web) help w tax return other than spouse/partner?

128 c4_B9_web_single 113 2 0.726 0 1 B9: (web) outside HH help w tax return?

129 c4_B10 411 21 . . . B10: who helps prepare tax return?

130 c4_B10_1 411 2 0.024 0 1 B10: tax help from daughter

131 c4_B10_2 411 2 0.027 0 1 B10: tax help from son

132 c4_B10_3 411 2 0.024 0 1 B10: tax help from close family member

133 c4_B10_4 411 2 0.022 0 1 B10: tax help from friend or neighbor

134 c4_B10_5 411 2 0.302 0 1 B10: tax help from tax prep company

135 c4_B10_6 411 2 0.061 0 1 B10: tax help from financial planner or advisor

136 c4_B10_7 411 2 0.528 0 1 B10: tax help from accountant

137 c4_B10_8 411 2 0.027 0 1 B10: tax help from lawyer

138 c4_B10_9 411 2 0.044 0 1 B10: tax help from someone else

139 c4_B10_9_recode 8 1 1.000 1 1 B10.9: other source recoded

140 c4_B11_mail 329 7 2.529 1 7 B11: (mail) who in HH prepares tax return?

141 c4_B11_web 151 7 2.609 1 7 B11a: (web) who prepares tax return?

142 c4_B12 536 4 1.067 0 3 B12: most knowledge of health insurance

143 c4_B13 537 7 2.706 1 7 B13: who decides on health insurance

144 c4_B14 535 2 0.110 0 1 B14: outside help w health insurance

145 c4_B15 58 7 . . . B15: who helps w health insurance

146 c4_B15_DAUGHTER 58 2 0.207 0 1 B15: HI help from daughter

147 c4_B15_ELSE 58 2 0.552 0 1 B15: HI help from someone else

148 c4_B15_ELSE_OTHER 32 4 1.844 1 4 B15: Someone else (coded text)

149 c4_B15_ELSE_RECODE 1 1 1.000 1 1 B15: Else source recoded

150 c4_B15_FAMILY 58 2 0.069 0 1 B15: HI help from close family member

151 c4_B15_FRIEND 58 2 0.034 0 1 B15: HI help from friend or neighbor

152 c4_B15_PROVIDER 58 2 0.121 0 1 B15: HI help from health care provider

153 c4_B15_SON 58 2 0.052 0 1 B15: HI help from son

154 c4_B16 539 7 2.557 1 7 B16: who in HH decides on health insurance

155 c4_B17 536 2 0.129 0 1 B17: outside sp help w health decisions

156 c4_B18 71 11 . . . B18: who outside HH decides on health care


157 c4_B18_DAUGHTER 71 2 0.465 0 1 B18: health help from daughter

158 c4_B18_ELSE 71 2 0.099 0 1 B18: health help from someone else

159 c4_B18_ELSE_OTHER 7 3 2.571 1 4 B18: Someone else (coded text)

160 c4_B18_ELSE_RECODE 1 1 1.000 1 1 B18: Else source recoded

161 c4_B18_FAMILY 71 2 0.099 0 1 B18: health help from close family member

162 c4_B18_FRIEND 71 2 0.014 0 1 B18: health help from friend or neighbor

163 c4_B18_PROVIDER 71 2 0.423 0 1 B18: health help from health care provider

164 c4_B18_SON 71 2 0.282 0 1 B18: health help from son

165 c4_C1 699 8 2.023 1 8 C1: # people in household

166 c4_C2_val 677 221 101377.500 0 1.00E+07 C2: HH income past 12 mo

167 c4_C2_val_flag 708 3 1.312 1 3 C2: ExtVal/Rng/Miss FLAG

168 c4_C3 696 2 0.596 0 1 C3: R get SS benefits?

169 c4_C4 406 24 63.239 40 77 C4: R age claimed SS benefits

170 c4_C5_val 674 256 1050.092 0 60570.1 C5: R SS benefits/mo


172 c4_C6 278 2 0.863 0 1 C6: R expect SS benefit future?

173 c4_C7 239 12 65.506 61 79 C7: R expect age SS benefits

174 c4_C8_val 684 76 536.691 0 5000 C8: R expect SS benefits/mo


176 c4_C9 492 2 0.506 0 1 C9: SP get SS benefits?

177 c4_C10 244 15 63.287 17 70 C10: SP age claimed SS benefits

178 c4_C11_val 480 155 824.418 0 27000 C11: SP SS benefits/mo


180 c4_C12 240 2 0.813 0 1 C12: SP expect SS benefit future?

181 c4_C13 194 12 65.103 60 73 C13: SP expect age SS benefits

182 c4_C14_val 477 58 593.722 0 16000 C14: SP expect SS benefits/mo


184 c4_C15 693 2 0.400 0 1 C15: R receive pension?

185 c4_C16_val 683 211 966.193 0 72000 C16: R pension/mo


187 c4_C17 396 2 0.245 0 1 C17: R expect pension future?

188 c4_C18 95 17 65.568 58 85 C18: R age expect pension?

189 c4_C19_val 669 59 485.697 0 105000 C19: R expect pension/mo


191 c4_C20 484 2 0.316 0 1 C20: SP receive pension?

192 c4_C21_val 474 121 573.581 0 9000 C21: SP pension/mo


194 c4_C22 320 3 0.506 0 99 C22: SP expect pension future?

195 c4_C23 62 17 65.048 56 80 C23: SP age expect pension?


196 c4_C24_val 466 35 189.726 0 4250.5 C24: SP expect pension/mo


198 c4_C25 679 2 0.446 0 1 C25: R job in 2012?

199 c4_C26 298 38 34.594 1 80 C26: R hrs/wk in 2012?

200 c4_C27 297 37 43.438 0 52 C27: R # wks in 2012?

201 c4_C28_val 666 148 28582.060 0 1400001 C28: R earnings in 2012?


203 c4_C29 686 23 . . . C29: R employ status? (choose all)

204 c4_C29_1 686 2 0.258 0 1 C29.1: R…working full time?

205 c4_C29_2 686 2 0.149 0 1 C29.2: R…working part time?

206 c4_C29_3 686 2 0.029 0 1 C29.3: R…unemployed & looking?

207 c4_C29_4 686 2 0.003 0 1 C29.4: R…temp laid off?

208 c4_C29_5 686 2 0.004 0 1 C29.5: R…sick/other leave?

209 c4_C29_6 686 2 0.055 0 1 C29.6: R…disabled?

210 c4_C29_7 686 2 0.063 0 1 C29.7: R…homemaker?

211 c4_C29_8 686 2 0.538 0 1 C29.8: R…retired?

212 c4_C29_9 686 2 0.007 0 1 C29.9: R…other?

213 c4_C29_9_recode 18 1 1.000 1 1 C29.9: Other employment recoded

214 c4_C30_mail 194 2 0.737 0 1 C30: (mail) R retired?

215 c4_C30_mail_age 133 31 62.053 27 84 C30: (mail) R age retired

216 c4_C30_web 236 33 61.445 25 81 C30: (web) R age retired

217 c4_C31 380 2 0.942 0 1 C31: R completely retired?

218 c4_C32 299 35 69.197 0 150 C32: R expect age completely retired?

219 c4_C32_web 10 2 0.500 0 1 C32_1: (web) R plans to never stop working?

220 c4_C33 473 2 0.442 0 1 C33: SP job in 2012?

221 c4_C34 207 33 36.855 2 80 C34: SP hrs/wk in 2012?

222 c4_C35 207 29 44.812 2 52 C35: SP # wks in 2012?

223 c4_C36_val 462 103 23032.490 0 900000 C36: SP earnings in 2012


225 c4_C37 473 17 . . . C37: SP employ status? (choose all)

226 c4_C37_1 473 2 0.285 0 1 C37.1: SP…working full time?

227 c4_C37_2 473 2 0.118 0 1 C37.2: SP…working part time?

228 c4_C37_3 473 2 0.032 0 1 C37.3: SP…unemployed & looking?

229 c4_C37_4 473 2 0.002 0 1 C37.4: SP…temp laid off?

230 c4_C37_5 473 2 0.002 0 1 C37.5: SP…sick/other leave?

231 c4_C37_6 473 2 0.042 0 1 C37.6: SP…disabled?

232 c4_C37_7 473 2 0.080 0 1 C37.7: SP…homemaker?

233 c4_C37_8 473 2 0.461 0 1 C37.8: SP…retired?

234 c4_C37_9 473 2 0.025 0 1 C37.9: SP…other?


235 c4_C37_9_recode 5 1 1.000 1 1 C37.9: Other employment recoded

236 c4_C38_mail 99 2 0.646 0 1 C38: (mail) SP retired?

237 c4_C38_mail_age 211 22 . . . C38: (mail) SP age retired

238 c4_C38_web 159 29 60.660 0 80 C38: (web) SP retirement age

239 c4_C39 221 2 0.968 0 1 C39: SP completely retired?

240 c4_C40 238 31 67.655 40 150 C40: SP expect age completely retired?

241 c4_C40_web 7 2 0.286 0 1 C40_1: (web) SP plans to never stop working?

242 c4_D1_mail 185 4 1.551 0 3 D1: 2013 relationship status, maily only

243 c4_D2 679 4 1.809 1 4 D2: R, SP or other know about household finances?

244 c4_D2_other 30 4 1.300 1 4 D2: other fam knows most(coded text)

245 c4_D3 176 2 1.455 1 2 D3: R or SP provide most accurate info?

246 c4_D4 689 2 0.855 0 1 D4: own primary residence?

247 c4_D5_val 673 141 244530.500 0 3000000 D5: prim res worth sold today

248 c4_D5_val_flag 708 5 1.927 1 9 D5: ExtVal/Rng/Miss FLAG

249 c4_D6 581 2 0.477 0 1 D6: mortgages/equity on prim res?

250 c4_D7_val 675 141 55200.400 0 1900000 D7: mortgage/equity val owed


252 c4_D8 95 2 0.821 0 1 D8: pay rent for primary residence?

253 c4_D9_val 682 62 118.596 0 5200 D9: prim res rent/month


255 c4_D10 16 3 3.625 1 5 D10: best describes living situation?

256 c4_D11 680 2 0.234 0 1 D11: own 2nd home, other property, etc?

257 c4_D12_val 676 75 104294.100 0 7000000 D12: other properties worth sold today


259 c4_D13 159 2 0.346 0 1 D13: mortgage/equity on other properties?

260 c4_D14_val 680 44 25581.330 0 3500000 D14: mortgage/equity val owed


262 c4_D15_val 649 209 242489.000 0 2884000 D15: total in tax-adv ret accts


264 c4_D15_yn 676 2 0.716 0 1 D15: have tax-adv retire accounts?

265 c4_D15a_val 607 92 27765.030 0 600000 D15: short-term assets

266 c4_D15a_val_flag 708 6 4.116 1 9 D15a: ExtVal/Rng/Miss FLAG

267 c4_D15a_yn 450 3 2.089 0 99 D15a: have short-term assets?

268 c4_D15b_val 607 120 91587.910 0 1500000 D15: mut fnds w both stcks & bnds

269 c4_D15b_val_flag 708 6 3.750 1 9 D15b: ExtVal/Rng/Miss FLAG

270 c4_D15b_yn 456 3 1.548 0 99 D15b: have mut fnds w both stcks & bnds?

271 c4_D15c_val 594 129 78921.790 0 1817300 D15: stocks or stck mut fnds

272 c4_D15c_val_flag 708 6 3.946 1 9 D15c: ExtVal/Rng/Miss FLAG

273 c4_D15c_yn 448 3 2.183 0 99 D15c: have stocks or stck mut fnds?


274 c4_D15d_val 582 80 38311.500 0 1546900 D15: bonds or bond funds

275 c4_D15d_val_flag 708 6 4.451 1 9 D15d: ExtVal/Rng/Miss FLAG

276 c4_D15d_yn 435 3 3.205 0 99 D15d: have bonds or bond funds?

277 c4_D15diff_val 391 122 -17209.330 -1400001 999900 [D15 total] - [D15 individual]

278 c4_D15e_val 590 50 16375.420 0 1400001 D15: any other assets

279 c4_D15e_val_flag 708 6 4.958 1 9 D15e: ExtVal/Rng/Miss FLAG

280 c4_D15e_yn 434 3 4.350 0 99 D15e: have any other assets?

281 c4_D15sum_val 396 243 382034.300 0 2824750 Sum of D15 individual assets

282 c4_D16_val 600 190 254615.200 0 2.10E+07 D16: total outside tax-adv ret accts


284 c4_D16a_val 596 137 55361.300 0 2295000 D16: short-term assets

285 c4_D16a_val_flag 708 6 3.035 1 9 D16a: ExtVal/Rng/Miss FLAG

286 c4_D16a_yn 629 3 1.358 0 99 D16a: have short-term assets?

287 c4_D16b_val 574 68 57224.680 0 1.26E+07 D16: mut fnds w both stcks & bnds

288 c4_D16b_val_flag 708 6 4.838 1 9 D16b: ExtVal/Rng/Miss FLAG

289 c4_D16b_yn 600 3 1.578 0 99 D16b: have mut fnds w both stcks & bnds?

290 c4_D16c_val 561 94 100585.700 0 2.10E+07 D16: stocks or stck mut fnds

291 c4_D16c_val_flag 708 6 4.547 1 9 D16c: ExtVal/Rng/Miss FLAG

292 c4_D16c_yn 598 3 2.012 0 99 D16c: have stocks or stck mut fnds?

293 c4_D16d_val 560 54 24727.670 0 1119800 D16: bonds or bond funds

294 c4_D16d_val_flag 708 6 5.148 1 9 D16d: ExtVal/Rng/Miss FLAG

295 c4_D16d_yn 590 3 2.029 0 99 D16d: have bonds or bond funds?

296 c4_D16diff_val 472 144 -34472.030 -1.13E+07 1300001 [D16 total] - [D16 individual]

297 c4_D16e_val 571 53 20517.680 0 1400001 D16: any other assets

298 c4_D16e_val_flag 708 6 4.994 1 9 D16e: ExtVal/Rng/Miss FLAG

299 c4_D16e_yn 604 3 3.313 0 99 D16e: have any other assets?

300 c4_D16sum_val 487 228 303560.600 0 2.10E+07 Sum of D16 individual assets

301 c4_D17 673 3 0.976 0 99 D17: have >5k in stocks or stck mut fnds?

302 c4_D18 339 11 4.917 0 10 D18: % of assets in stocks or stck mut fnds

303 c4_D19_val 659 47 17614.460 0 3500000 D19: stock in employer


305 c4_D19_yn 354 2 0.229 0 1 D19: have >5k stock in employer comp?

306 c4_D20_val 635 83 80488.000 0 2.06E+07 D20: stock in other indiv comp


308 c4_D20_yn 351 3 2.199 0 99 D20: have >5k stock in other indiv comp?

309 c4_D21_val 631 65 16359.230 0 1000000 D21: foreign investments


311 c4_D21_yn 350 3 2.423 0 99 D21: have >5k foreign investments?

312 c4_D22_val 632 39 7290.373 0 500000 D22: sector funds



314 c4_D22_yn 349 3 2.802 0 99 D22: have >5k in sector funds?

315 c4_D23 663 7 3.323 0 99 D23: stock in how many indiv companies?

316 c4_D24_val 665 27 40003.760 0 7000000 D24: partnership, business, farm


318 c4_D24_yn 672 3 0.217 0 99 D24: have partnership, business or farm?

319 c4_D25_val 664 28 18245.580 0 7000000 D25: other assets


321 c4_D25_yn 671 3 0.230 0 99 D25: >5k in any other assets?

322 c4_D26 682 2 0.913 0 1 D26: have credit card?

323 c4_D27 621 2 0.319 0 1 D27: credit card revolving balance?

324 c4_D28_val 677 79 2391.290 0 100000 D28: credit card balance


326 c4_D29 195 6 3.451 1 6 D29: credit card interest rate

327 c4_D30 679 2 0.333 0 1 D30: any other debts or loans?

328 c4_D31_val 677 90 7434.300 0 300000 D31: other debts


330 c4_D32a 686 2 0.017 0 1 D32: credit from pawn shop, payday lender,etc

331 c4_D32b 686 2 0.063 0 1 D32: late payment on any loan?

332 c4_D32c 684 2 0.047 0 1 D32: denied credit for any loan?

333 c4_D32d 684 2 0.023 0 1 D32: foreclosure?

334 c4_D32e 685 2 0.035 0 1 D32: fin help from friend/relative?

335 c4_D32f 684 2 0.022 0 1 D32: CC or home equity cancelled?

336 c4_D32g 683 2 0.042 0 1 D32: credit limit reduced?

337 c4_D32h 683 2 0.113 0 1 D32: paid only min required on CC?

338 c4_D32i 682 2 0.026 0 1 D32: stopped paying back CC or loan?

339 c4_E0 484 2 0.558 0 1 E0: (web) have employer in 2012?

340 c4_E1 354 4 1.234 0 3 E1: employer offered 401k plan in 2012?

341 c4_E2 276 3 1.014 0 99 E2: contrib to 401k in 2012?

342 c4_E3_val 679 73 2338.602 0 60000 E3: 401k contrib

343 c4_E3_val_flag 708 6 4.147 1 9 E3: ExtVal/Rng/Miss FLAG

344 c4_E4_val 674 56 1201.421 0 130000 E4: empl's 401k contrib


346 c4_E5 180 3 0.750 0 99 E5: would empl contrib more to 401k?

347 c4_E6 680 3 0.407 0 99 E6: contrib to IRA/Keogh in 2012?

348 c4_E7_val 674 32 1048.801 0 130000 E7: IRA/Keogh contrib


350 c4_E8_val 672 25 479.591 0 60000 E8: contrib in Roth acct



352 c4_E9 489 29 8.526 0 100 E9: % of ret acct assets in Roth accts

353 c4_E10 669 3 0.353 0 99 E10: any other contrib in 2012?

354 c4_E11_val 662 53 6063.259 0 500000 E11: other contrib


356 c4_E12 673 3 0.434 0 99 E12: withdraw ret acct assets in 2012?

357 c4_E13_val 660 95 7231.295 0 650000 E13: withdrawal from ret acct


359 c4_E14 191 3 1.586 0 99 E14: take minimum withdrawal option?

360 c4_E15 191 4 1.518 0 3 E15: withdraw in 2013 vs 2012

361 c4_E16 190 4 1.674 0 3 E16: withdraw in 5 years vs 2013

362 c4_E17_val 679 55 136.037 0 5000 E17: food at home/week


364 c4_E18_val 672 40 54.191 0 1200 E18: eating out/week


366 c4_E19_val 646 231 3011.791 0 25000 E19: health insurance/12mo


368 c4_E20_val 652 140 2358.456 0 144000 E20: health out-of-pocket/12mo


370 c4_E21 686 2 0.743 0 1 E21: own/lease any vehicles?

371 c4_E22 508 7 2.020 1 10 E22: how many vehicles in HH?

372 c4_E23 679 7 3.093 0 6 E23: change spending on food at home?

373 c4_E24 679 8 2.839 0 99 E24: change spending on eating out?

374 c4_E25 678 7 2.881 0 6 E25: change spending nondurables?

375 c4_F1 614 33 6.242 0 100 F1: next yr inflation

376 c4_F2 621 45 10.518 0 125 F2: 10 yr average inflation

377 c4_F3 676 20 30.540 0 100 F3: chance of no rain tom

378 c4_F4 673 2 0.199 0 1 F4: chance of rain today and tom

379 c4_F5 668 3 1.524 0 2 F5: chance of rain 2 days in row

380 c4_F5aw 434 9 44.553 0 100 F5aw: (web) chance of rain further

381 c4_F5bw 282 3 1.035 0 2 F5bw: (web) chance of coin flip

382 c4_F6 613 11 4.018 0 10 F6 (expect): home val in 1 yr

383 c4_F6_50 55 2 0.073 0 1 F6 (expect web follow-up): home val in 1 yr

384 c4_F7_mail 200 2 0.120 0 1 F7 (mail): working full time?

385 c4_F8 503 3 0.185 0 2 F8: full time work in future?

386 c4_F9_mail 39 2 0.667 0 1 F9 (mail): age less than 70?

387 c4_F10_exct 351 47 14391.600 0 1000000 F10: Expect income at age 70 (exact)

388 c4_F10_rng 4 3 4.250 0 7 F10: Expect income at age 70 (range)

389 c4_F11 358 11 1.397 0 10 F11 (expect): working full time after 70

390 c4_F11_50 10 2 0.100 0 1 F11 (expect web follow-up): working full time after 70


391 c4_F12_mail 26 2 0.808 0 1 F12 (mail): age less than 65?

392 c4_F13 250 11 3.484 0 10 F13 (expect): working full time after 65

393 c4_F13_50 13 2 0.154 0 1 F13 (expect web follow-up): working full time after 65

394 c4_F14 224 11 4.638 0 10 F14 (expect): working full time after 65 if ret accounts down

395 c4_F14_50 23 2 0.304 0 1 F14 (expect web follow-up): working full time after 65 if ret a...

396 c4_F14_flag 225 4 1.511 1 4 F14-15: flag what was used in questions

397 c4_F14_hyp_exct_pre 398 136 107689.900 0 870000 F14-15: hypothetical exact value presented in questions

398 c4_F14_hyp_loss_pre 262 100 -98212.970 -870000 0 F14: Hypothetical loss presented (range/value provided)

399 c4_F14_hyp_rng_pre 63 8 . . . F14-15: hypothetical range presented in questions

400 c4_F15 225 11 3.156 0 10 F15 (expect): working full time after 65 if ret accounts up

401 c4_F15_50 14 2 0.143 0 1 F15 (expect web follow-up): working full time after 65 if ret a...

402 c4_F15_hyp_gain_pre 262 100 98212.970 0 870000 F15: Hypothetical gain presented (range/value provided)

403 c4_F16 661 3 1.649 0 2 F16: invest if stock market going up?

404 c4_F17 662 3 1.423 0 2 F17: invest if stock market going down?

405 c4_F18 660 3 0.753 0 2 F18: stock market change next year

406 c4_F18_pctrng 18 7 4.722 2 9 F18: (pct range) stock market change next year

407 c4_F18_pctval 464 31 11.389 0 80 F18: (pct val) stock market change next year

408 c4_F19_v1 658 11 3.614 0 10 F19 V2 (expect): market up in 1 yr

409 c4_F19_v1_50 77 2 0.299 0 1 F19 V2 (expect web follow-up): market up in 1 yr

410 c4_F20 656 11 1.948 0 10 F20 (expect): market 20% up in 1 yr

411 c4_F20_50 42 2 0.429 0 1 F20 (expect web follow-up): market 20% up in 1 yr

412 c4_F21 649 11 2.462 0 10 F21 (expect): market 20% down in 1 yr

413 c4_F21_50 56 2 0.446 0 1 F21 (expect web follow-up): market 20% down in 1 yr

414 c4_F22 648 3 0.421 0 2 F22 (expect): market change in 10 yrs

415 c4_F22_pctval 529 28 12.142 0 120 F22 (expect web follow-up): annual pct change for 10 yrs

416 c4_G1 682 2 0.132 0 1 G1: RISK 1 - Double or Lose 1/3





421 c4_G6 679 19 . . . G6: tax return assistance

422 c4_G6_1 679 2 0.077 0 1 G6: family, friend, colleague

423 c4_G6_2 679 2 0.244 0 1 G6: tax software?

424 c4_G6_3 679 2 0.171 0 1 G6: commercial tax prep?

425 c4_G6_4 679 2 0.054 0 1 G6: financial planner or advisor?

426 c4_G6_5 679 2 0.351 0 1 G6: accountant?

427 c4_G6_6 679 2 0.018 0 1 G6: lawyer?

428 c4_G6_7 679 2 0.137 0 1 G6: no assistance or software?

429 c4_G7 595 65 81.845 0 35000 G7: TAX - own ATR (2012)

430 c4_G8 493 53 15.888 0 72 G8: TAX - own MTR (2012)

431 c4_G9 672 2 0.057 0 1 G9: widowed since Jan 2008?


432 c4_G10_mo 42 12 5.690 1 12 G10: month widowed

433 c4_G10_yr 34 6 2010.618 2008 2013 G10: year widowed

434 c4_H1 676 23 . . . H1: info sources used

435 c4_H1acct_stat 693 2 0.362 0 1 H1: used account statements?

436 c4_H1ask_smn 693 2 0.130 0 1 H1: asked someone else?

437 c4_H1none 693 2 0.405 0 1 H1: did not use any info?

438 c4_H1other 693 2 0.062 0 1 H1: other source of info?

439 c4_H1per_fin_sft 693 2 0.048 0 1 H1: used finance software?

440 c4_H1tax_ret 693 2 0.352 0 1 H1: used tax return?

441 c4_H2 680 3 1.021 0 2 H2: Qs answered by person named on cover?

442 c4_H5 664 54 64.143 0 420 H5: time completing questionnaire

443 c4_SLIDER_1_CALC 421 80 47931.120 1000 100000 S1: slider 1 calculated value

444 c4_SLIDER_1_CHECK 69 3 5.391 1 9 SL1: why not move slider?

445 c4_SLIDER_1_PRELOAD 497 4 48853.120 20000 80000 SL1: slider 1 starting point preload

446 c4_SLIDER_1_VALUE 396 81 47017.680 0 100000 SL1: slider 1 updated value









compact codebook cogecon 2013 public (version 1.0) · 37 c4_a4_a_ereader 489 2 0.192 0 1 a4_a:...

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