N1. Widowhood and Asset Changes (HouseHold)

This module focuses on change in assets, including business purchased, business sold, household member addition assets/debts, own home, real estate-purchased, real estate-sold, residence-bought or sold, major home improvement, and stocks.

item label type description
N1_HHID Question HOUSEHOLD IDENTIFIER
N1_FSUBHH Question 1998 SUB-HOUSEHOLD IDENTIFIER
N1_ESUBHH Question 1996 SUB-HOUSEHOLD IDENTIFIER
N1_DSUBHH Question 1995 SUB-HOUSEHOLD IDENTIFIER
N1_FPN_CS Question 1998 COVERSHEET RESP PERSON NUMBER
N1_FPN_FAM Question 1998 FAMILY RESP PERSON NUMBER
N1_FPN_FIN Question 1998 FINANCIAL RESP PERSON NUMBER
N1_FPN_NCS Question 1998 NON-COVERSHEET RESP PERSON NUMBER
N1_FPN_NFAM Question 1998 NON-FAMILY RESP PERSON NUMBER
N1_FPN_NFIN Question 1998 NON-FINANCIAL RESP PERSON NUMBER
N1_FQNR_CS Question 1998 QUESTIONNAIRE - COVERSHEET RESP
N1_FQNR_FAM Question 1998 QUESTIONNAIRE - FAMILY RESP
N1_FQNR_FIN Question 1998 QUESTIONNAIRE - FINANCIAL RESP
F5565 Question N1. CHANGES TO FAMILY FINANCES
F5566 Question N1A. ONLY BUY/ONLY SELL/BOTH/OR WHAT
F5567 Question N1B.MONTH BOUGHT A HOME
F5568 Question N1C. YEAR OF HOME PURCHASE
F5569 Question N2. PURCHASE PRICE
F5570 Question N2A.DK-1
F5571 Question N2B.DK-2
F5572 Question N2C.DK-3
F5573 Question N3A. MONTH SOLD HOME
F5574 Question N3B. YEAR SOLD HOME
F5575 Question N4. SELLING PRICE
F5576 Question N4A.DK-1
F5577 Question N4B.DK-2
F5578 Question N4C.DK-3
F5579 Question N5A. MONTH BOUGHT PREVIOUS HOME
F5580 Question N5B. YEAR BOUGHT PREVIOUS HOME
F5581 Question N6. PREVIOUS HOME PURCHASE PRICE
F5582 Question N6A.DK-1
F5583 Question N6B.DK-2
F5584 Question N6C.DK-3
F5592 Question N9. MAJOR HOME IMPROVEMENTS
F5593 Question N10. IMPROVEMENT COST
F5594 Question N10A.DK-1
F5595 Question N10B.DK-2
F5596 Question N10C.DK-3
F5597 Question N11. SOLD REAL ESTATE
F5598 Question N11A. ANY REAL ESTATE
F5599 Question N12. PURCHASE PRICE
F5600 Question N12A.DK-1
F5601 Question N12B.DK-2
F5602 Question N12C.DK-3
F5603 Question N13. BUY REAL ESTATE
F5604 Question N14. REAL ESTATE SOLD
F5605 Question N14A.DK-1
F5606 Question N14B.DK-2
F5607 Question N14C.DK-3
F5608 Question N15. OVERALL REAL ESTATE VALUE
F5609 Question N16. BUY MORE/LESS THAN SOLD
F5610 Question N16A.DK-1
F5611 Question N16B.DK-2
F5612 Question N16C.DK-3
F5613 Question N17. MAJOR HOME IMPROVEMENTS
F5614 Question N18. IMPROVEMENT COST
F5615 Question N18A.DK-1
F5616 Question N18B.DK-2
F5617 Question N18C.DK-3
F5618 Question N19.FUNDS INTO BUSINESS
F5619 Question N20. IMPROVEMENT COST
F5620 Question N20A.DK-1
F5621 Question N20B.DK-2
F5622 Question N20C.DK-3
F5623 Question N21. ANY BUSINESS SELL
F5624 Question N22. SELLING PRICE
F5625 Question N22A.>100K
F5626 Question N22B.>1MIL
F5627 Question N22C.>10K
F5628 Question N23A. MONTH SOLD BUSINESS
F5629 Question N23B. YEAR SOLD BUSINESS
F5630 Question N24. OTHER STOCK ACCOUNTS
F5631 Question N24A. CASH OR ASSETS
F5632 Question N24B. PUT MONEY IN/OUT OR EVEN
F5633 Question N25. HOW MUCH
F5634 Question N25A.>10K
F5635 Question N25B.>50K
F5636 Question N25C.>2500
F5637 Question N26. INCLUDING AUTOMATIC REINVESTMENT
F5638 Question N26A.>25K
F5639 Question N26B.>100K
F5640 Question N26C.>5K
F5641 Question N27.SOLD STOCK
F5642 Question N28. HOW MUCH
F5643 Question N28A.>25K
F5644 Question N28B.>100K
F5645 Question N28C.>5K
F5648 Question N28D. HOUSE BAD RECORD
F5650M1 Question N28F.RELATIVE GIVE HOUSE
N1_F5650M2 Question N28F.RELATIVE GIVE HOUSE
F5651M1 Question N28G.WHICH CHILD HOUSE-1
F5653 Question N28E.HOUSE BAD RECORD-2
F5691 Question N29.CHANGES IN SAVINGS
F5692 Question N30. VALUE OF ASSETS
F5693 Question N30A.>25K
F5694 Question N30B.>100K
F5695 Question N30C.>10K
F5696 Question N31. VALUE OF DEBTS
F5697 Question N31A.>10K
F5698 Question N31B.>25K
F5699 Question N31C.>5K
F5700 Question N32. ADDITION TO FAMILY WITH ASSETS OR D
F5701 Question N33. VALUE OF ASSETS
F5702 Question N33A.>25K
F5703 Question N33B.>100K
F5704 Question N33C.>10K
F5705 Question N34. VALUE OF DEBTS
F5706 Question N34A.>10K
F5707 Question N34B.>25K
F5708 Question N34C.>5K
NASSIST Question ASSIST SEC N
N1_FVERSION Question DATA RELEASE VERSION
Start of N1. Widowhood and Asset Changes (HouseHold)
 
If F3=1 or F4=1 or F5=1 or F40=1 »
 
   
 
If N1. CHANGES TO FAMILY FINANCES = 1 »
 
     
   
F5566

N1A. ONLY BUY/ONLY SELL/BOTH/OR WHAT

N1A. DID YOU ONLY BUY, ONLY SELL, BOTH BUY AND SELL, OR WHAT? IWER: IF R REPORTS MULTIPLE SALES OR PURCHASES, SELECT "OTHER (SPECIFY)"
     
   
If N1A. ONLY BUY/ONLY SELL/BOTH/OR WHAT != 8 or N1A. ONLY BUY/ONLY SELL/BOTH/OR WHAT != 9 »
 
       
     
If N1A. ONLY BUY/ONLY SELL/BOTH/OR WHAT != 7 »
 
         
       
If N1A. ONLY BUY/ONLY SELL/BOTH/OR WHAT != 2 »
 
           
         
F5567

N1B.MONTH BOUGHT A HOME

N1B. IN WHAT MONTH AND YEAR DID YOU BUY A HOME? MONTH: YEAR:
           
         
F5568

N1C. YEAR OF HOME PURCHASE

N1C. YEAR OF HOME PURCHASE
           
         
F5569

N2. PURCHASE PRICE

N2. WHAT WAS THE PURCHASE PRICE? DO NOT PROBE DK
           
         
If N2. PURCHASE PRICE was answered Don't know or F5569 =RF »
 
             
           
F5570

N2A.DK-1

N2A. DID IT AMOUNT TO LESS THAN $50,000, MORE THAN $50,000, OR WHAT?
             
           
If N2A.DK-1 != 3 or N2A.DK-1 != 8 or N2A.DK-1 != 9 »
 
               
             
If N2A.DK-1 != 5 »
 
                 
               
F5572

N2C.DK-3

N2C. (DID IT AMOUNT TO) LESS THAN $15,000, MORE THAN $15,000, OR WHAT?
                 
             
Else
 
                 
               
F5571

N2B.DK-2

N2B. (DID IT AMOUNT TO) LESS THAN $200,000, MORE THAN $200,000, OR WHAT?
                 
       
F5573

N3A. MONTH SOLD HOME

N3A. IN WHAT MONTH AND YEAR DID YOU SELL A HOME? MONTH: YEAR:
         
       
F5574

N3B. YEAR SOLD HOME

N3B. YEAR SOLD HOME
         
       
F5575

N4. SELLING PRICE

N4. WHAT WAS THE SELLING PRICE? DO NOT PROBE DK
         
       
If N4. SELLING PRICE !was answered Don't know or N4. SELLING PRICE !was refused »
 
           
         
F5576

N4A.DK-1

N4A. DID IT AMOUNT TO LESS THAN $50,000, MORE THAN $50,000, OR WHAT?
           
         
If N4A.DK-1 != 3 or N4A.DK-1 != 8 or N4A.DK-1 != 9 »
 
             
           
If N4A.DK-1 != 5 »
 
               
             
F5578

N4C.DK-3

N4C. (DID IT AMOUNT TO) LESS THAN $15,000, MORE THAN $15,000, OR WHAT?
               
           
Else
 
               
             
F5577

N4B.DK-2

N4B. (DID IT AMOUNT TO) LESS THAN $200,000, MORE THAN $200,000, OR WHAT?
               
       
F5579

N5A. MONTH BOUGHT PREVIOUS HOME

N5A. IN WHAT MONTH AND YEAR DID YOU BUY THAT HOME? IWER: THIS REFERS TO THE HOME THAT THEY SOLD MONTH: YEAR:
         
       
F5580

N5B. YEAR BOUGHT PREVIOUS HOME

N5B. YEAR BOUGHT PREVIOUS HOME
         
       
F5581

N6. PREVIOUS HOME PURCHASE PRICE

N6. WHAT WAS THE PURCHASE PRICE? IWER: THIS REFERS TO THE HOME THAT THEY SOLD DO NOT PROBE DK
         
       
If N6A.DK-1 was answered Don't know or N6A.DK-1 was refused »
 
           
         
F5582

N6A.DK-1

N6A. DID IT AMOUNT TO LESS THAN $50,000, MORE THAN $50,000, OR WHAT?
           
         
If N6A.DK-1 != 3 or N6A.DK-1 != 8 or N6A.DK-1 != 9 »
 
             
           
If N6A.DK-1 != 5 »
 
               
             
F5584

N6C.DK-3

N6C. (DID IT AMOUNT TO) LESS THAN $15,000, MORE THAN $15,000, OR WHAT?
               
           
Else
 
               
             
F5583

N6B.DK-2

N6B. (DID IT AMOUNT TO) LESS THAN $200,000, MORE THAN $200,000, OR WHAT?
               
 
F5592

N9. MAJOR HOME IMPROVEMENTS

N9. (SINCE Q131-PREV WAVE IW MONTH OF FINANCIAL R / Q132-PREV WAVE IW YEAR OF FINANCIAL R/IN THE LAST TWO YEARS), DID YOU (OR YOUR HUSBAND/OR YOUR WIFE/OR YOUR PARTNER/...) MAKE ANY MAJOR ADDITIONS OR HOME IMPROVEMENTS TO A PRIMARY RESIDENCE (OR SECOND HOME) THAT YOU OWNED? DO NOT COUNT GENERAL MAINTENANCE OR UPKEEP.
   
 
If N9. MAJOR HOME IMPROVEMENTS != 5 or N9. MAJOR HOME IMPROVEMENTS != 8 or N9. MAJOR HOME IMPROVEMENTS != 11 »
 
     
   
F5593

N10. IMPROVEMENT COST

N10. WHAT WAS THE DOLLAR COST OF THESE ADDITIONS AND IMPROVEMENTS, PLUS THE VALUE OF ANY WORK YOU MAY HAVE DONE YOURSELF? DO NOT PROBE DK
     
   
If N10. IMPROVEMENT COST was answered Don't know or N10. IMPROVEMENT COST was refused »
 
       
     
F5594

N10A.DK-1

N10A. DID IT AMOUNT TO LESS THAN $10,000, MORE THAN $10,000, OR WHAT?
       
     
If N10A.DK-1 != 3 or N10A.DK-1 != 8 or N10A.DK-1 != 9 »
 
         
       
If N10A.DK-1 != 5 »
 
           
         
F5596

N10C.DK-3

N10C. (DID IT AMOUNT TO) LESS THAN $2,000, MORE THAN $2,000, OR WHAT?
           
       
Else
 
           
         
F5595

N10B.DK-2

N10B. (DID IT AMOUNT TO) LESS THAN $50,000, MORE THAN $50,000, OR WHAT?
           
If J76 = 1 or J76 = 2 »
 
   
 
F5597

N11. SOLD REAL ESTATE

N11. (SINCE Q131-PREV WAVE IW MONTH OF FINANCIAL R / Q132-PREV WAVE IW YEAR OF FINANCIAL R/IN THE LAST TWO YEARS), HAVE YOU (OR YOUR HUSBAND/OR YOUR WIFE/OR YOUR PARTNER/...) SOLD ANY REAL ESTATE OTHER THAN YOUR PRINCIPLE RESIDENCE OR SECOND HOME, SUCH AS LAND, OR RENTAL OR INVESTMENT PROPERTY?
   
 
If N11. SOLD REAL ESTATE != 1 »
 
     
   
F5598

N11A. ANY REAL ESTATE

N11A. HAVE YOU BOUGHT ANY SUCH REAL ESTATE PROPERTIES (SINCE Q131-PREV WAVE IW MONTH OF FINANCIAL R / Q132-PREV WAVE IW YEAR OF FINANCIAL R/IN THE LAST TWO YEARS)?
     
   
If N11A. ANY REAL ESTATE = 1 »
 
       
     
F5599

N12. PURCHASE PRICE

N12. ABOUT HOW MUCH IN TOTAL DID YOU PAY FOR THIS REAL ESTATE? DO NOT PROBE DK
       
     
If N12. PURCHASE PRICE was answered Don't know or N12. PURCHASE PRICE was refused »
 
         
       
F5600

N12A.DK-1

N12A. DID IT AMOUNT TO LESS THAN $200,000, MORE THAN $200,000, OR WHAT?
         
       
If N12A.DK-1 = 1 or N12A.DK-1 = 5 »
 
           
         
If N12A.DK-1 = 1 »
 
             
           
F5602

N12C.DK-3

N12C. (DID IT AMOUNT TO) LESS THAN $50,000, MORE THAN $50,000, OR WHAT?
             
         
Else
 
             
           
F5601

N12B.DK-2

N12B. (DID IT AMOUNT TO) LESS THAN $500,000, MORE THAN $500,000, OR WHAT?
             
 
Else
 
     
   
F5603

N13. BUY REAL ESTATE

N13. DID YOU ALSO BUY ANY REAL ESTATE OF THIS SORT (SINCE Q131-PREV WAVE IW MONTH OF FINANCIAL R / Q132-PREV WAVE IW YEAR OF FINANCIAL R/IN THE LAST TWO YEARS)?
     
   
If N13. BUY REAL ESTATE != 1 »
 
       
     
F5604

N14. REAL ESTATE SOLD

N14. ABOUT HOW MUCH IN TOTAL WAS THE DOLLAR VALUE OF THE REAL ESTATE YOU SOLD (SINCE Q131-PREV WAVE IW MONTH OF FINANCIAL R / Q132-PREV WAVE IW YEAR OF FINANCIAL R/IN THE LAST TWO YEARS)? DO NOT PROBE DK
       
     
If N14. REAL ESTATE SOLD was answered Don't know or N14. REAL ESTATE SOLD was refused »
 
         
       
F5605

N14A.DK-1

N14A. DID IT AMOUNT TO LESS THAN $200,000, MORE THAN $200,000, OR WHAT?
         
       
If N14A.DK-1 != 5 »
 
           
         
If N14A.DK-1 = 1 »
 
             
           
F5607

N14C.DK-3

N14C. (DID IT AMOUNT TO) LESS THAN $50,000, MORE THAN $50,000, OR WHAT?
             
       
Else
 
           
         
F5606

N14B.DK-2

N14B. (DID IT AMOUNT TO) LESS THAN $500,000, MORE THAN $500,000, OR WHAT?
           
   
If (N14. REAL ESTATE SOLD was answered Don't know or N4. SELLING PRICE was refused) and (F5604A = 3 or F5604A = 8 or F5604A = 9) »
 
       
     
F5608

N15. OVERALL REAL ESTATE VALUE

N15. OVERALL, WAS THE DOLLAR COST OF THE REAL ESTATE YOU BOUGHT GREATER THAN THE DOLLAR VALUE OF WHAT YOU SOLD (MINUS COMMISSIONS), LESS THAN THE VALUE OF WHAT YOU SOLD, ABOUT EQUAL, OR WHAT? PLEASE PROBE IF DK
       
     
If N15. OVERALL REAL ESTATE VALUE = 1 or N15. OVERALL REAL ESTATE VALUE = 2 »
 
         
       
F5609

N16. BUY MORE/LESS THAN SOLD

N16. ROUGHLY, ABOUT HOW MUCH (MORE/LESS) DID YOU BUY THAN YOU SOLD? DO NOT PROBE DK
         
       
If N16. BUY MORE/LESS THAN SOLD was answered Don't know or N16. BUY MORE/LESS THAN SOLD was refused »
 
           
         
F5610

N16A.DK-1

N16A. DID IT AMOUNT TO LESS THAN $200,000, MORE THAN $200,000, OR WHAT?
           
         
If N16A.DK-1 = 1 or N16A.DK-1 = 5 »
 
             
           
If N16A.DK-1 = 1 »
 
               
             
F5612

N16C.DK-3

N16C. (DID IT AMOUNT TO) LESS THAN $50,000, MORE THAN $50,000, OR WHAT?
               
           
Else
 
               
             
F5611

N16B.DK-2

N16B. (DID IT AMOUNT TO) LESS THAN $500,000, MORE THAN $500,000, OR WHAT?
               
 
F5613

N17. MAJOR HOME IMPROVEMENTS

N17. (SINCE Q131-PREV WAVE IW MONTH OF FINANCIAL R / Q132-PREV WAVE IW YEAR OF FINANCIAL R/IN THE LAST TWO YEARS), DID YOU (OR YOUR HUSBAND/OR YOUR WIFE/OR YOUR PARTNER/...) MAKE ANY MAJOR ADDITIONS OR HOME IMPROVEMENTS TO ANY REAL ESTATE PROPERTIES THAT YOU OWNED, OTHER THAN YOUR PRINCIPLE RESIDENCE OR SECOND HOME? DO NOT COUNT GENERAL MAINTENANCE OR UPKEEP.
   
 
If N17. MAJOR HOME IMPROVEMENTS = 1 »
 
     
   
F5614

N18. IMPROVEMENT COST

N18. WHAT WAS THE DOLLAR COST OF THESE ADDITIONS AND IMPROVEMENTS, PLUS THE VALUE OF ANY WORK YOU MAY HAVE DONE YOURSELF? DO NOT PROBE DK
     
   
If N18. IMPROVEMENT COST was answered Don't know or N18. IMPROVEMENT COST was refused »
 
       
     
F5615

N18A.DK-1

N18A. DID IT AMOUNT TO LESS THAN $10,000, MORE THAN $10,000, OR WHAT?
       
     
If N18A.DK-1 = 1 or N18A.DK-1 = 5 »
 
         
       
If N18A.DK-1 = 1 »
 
           
         
F5617

N18C.DK-3

N18C. (DID IT AMOUNT TO) LESS THAN $2,000, MORE THAN $2,000, OR WHAT?
           
       
Else
 
           
         
F5616

N18B.DK-2

N18B. (DID IT AMOUNT TO) LESS THAN $50,000, MORE THAN $50,000, OR WHAT?
           
If J83 = 1 or J83 = 2 »
 
   
 
F5618

N19.FUNDS INTO BUSINESS

N19. (SINCE Q131-PREV WAVE IW MONTH OF FINANCIAL R / Q132-PREV WAVE IW YEAR OF FINANCIAL R/IN THE LAST TWO YEARS), HAVE YOU (OR YOUR HUSBAND/OR YOUR WIFE/OR YOUR PARTNER/...) PUT PERSONAL FUNDS INTO A PRIVATELY HELD BUSINESS, PROFESSIONAL PRACTICE, PARTNERSHIP OR FARM THAT YOU OWN OR SHARE OWNERSHIP IN?
   
 
If N19.FUNDS INTO BUSINESS = 1 »
 
     
   
F5619

N20. IMPROVEMENT COST

N20. ALTOGETHER, ABOUT HOW MUCH NEW MONEY DID YOU (OR YOUR HUSBAND/OR YOUR WIFE/OR YOUR PARTNER/...) PUT INTO THAT, INCLUDING ANY FUNDS THAT YOU BORROWED PERSONALLY? DO NOT PROBE DK
     
   
If N20. IMPROVEMENT COST was answered Don't know or N20. IMPROVEMENT COST was refused »
 
       
     
F5620

N20A.DK-1

N20A. DID IT AMOUNT TO LESS THAN $50,000, MORE THAN $50,000, OR WHAT?
       
     
If N20A.DK-1 != 3 or N20A.DK-1 != 8 or N20A.DK-1 != 9 »
 
         
       
If N20A.DK-1 = 1 »
 
           
         
F5622

N20C.DK-3

N20C. (DID IT AMOUNT TO) LESS THAN $5,000, MORE THAN $5,000, OR WHAT?
           
       
Else
 
           
         
F5621

N20B.DK-2

N20B. (DID IT AMOUNT TO) LESS THAN $500,000, MORE THAN $500,000, OR WHAT?
           
 
F5623

N21. ANY BUSINESS SELL

N21. (SINCE Q131-PREV WAVE IW MONTH OF FINANCIAL R / Q132-PREV WAVE IW YEAR OF FINANCIAL R/IN THE LAST TWO YEARS), HAVE YOU (OR YOUR HUSBAND/OR YOUR WIFE/OR YOUR PARTNER/...) SOLD PART OR ALL OF ANY INTEREST IN A PRIVATELY HELD BUSINESS, PROFESSIONAL PRACTICE, PARTNERSHIP OR FARM?
   
 
If N21. ANY BUSINESS SELL = 1 »
 
     
   
F5624

N22. SELLING PRICE

N22. ALTOGETHER, ABOUT HOW MUCH DID YOU (OR YOUR HUSBAND/OR YOUR WIFE/OR YOUR PARTNER/...) SELL YOUR INTEREST FOR? (WHAT WAS THE SELLING PRICE?) WE WANT THE PRICE THE BUYER PAID. DO NOT PROBE DK
     
   
If N22. SELLING PRICE was answered Don't know or N22. SELLING PRICE was refused »
 
       
     
F5625

N22A.>100K

N22A. DID IT AMOUNT TO LESS THAN $100,000, MORE THAN $100,000, OR WHAT?
       
     
If N22A.>100K != 3 or N22A.>100K != 8 or N22A.>100K != 9 »
 
         
       
If N22A.>100K = 1
 
           
         
F5627

N22C.>10K

N22C. (DID IT AMOUNT TO) LESS THAN $10,000, MORE THAN $10,000, OR WHAT?
           
       
Else
 
           
         
F5626

N22B.>1MIL

N22B. (DID IT AMOUNT TO) LESS THAN $1,000,000, MORE THAN $1,000,000, OR WHAT?
           
   
F5628

N23A. MONTH SOLD BUSINESS

N23A. IN WHAT MONTH AND YEAR DID YOU SELL THAT? MOST RECENT SALE, IF MORE THAN ONE. MONTH: YEAR:
     
   
F5629

N23B. YEAR SOLD BUSINESS

N23B. YEAR SOLD BUSINESS
     
If J207 = 1 »
 
   
 
F5630

N24. OTHER STOCK ACCOUNTS

N24. NOT COUNTING ANY IRAS, KEOGHS OR PENSION ACCOUNTS, (SINCE Q131-PREV WAVE IW MONTH OF FINANCIAL R / Q132-PREV WAVE IW YEAR OF FINANCIAL R/IN THE LAST TWO YEARS), HAVE YOU (OR YOUR HUSBAND/OR YOUR WIFE/OR YOUR PARTNER/...) BOUGHT ANY STOCK, OR PUT MONEY INTO STOCK MUTUAL FUNDS, INCLUDING ANY AUTOMATIC REINVESTMENTS?
   
 
If N24. OTHER STOCK ACCOUNTS = 1 »
 
     
   
F5631

N24A. CASH OR ASSETS

N24A. DID YOU (OR YOUR HUSBAND/OR YOUR WIFE/OR YOUR PARTNER/...) ALSO SELL OR CASH IN ANY SUCH ASSETS?
     
   
If N24A. CASH OR ASSETS = 1 »
 
       
     
F5632

N24B. PUT MONEY IN/OUT OR EVEN

N24B. DID YOU BUY MORE OR SELL MORE -- THAT IS, OVERALL, DID YOU PUT NEW MONEY INTO STOCKS, STOCK MUTUAL FUNDS, MANAGED INVESTMENT ACCOUNTS OR TRUSTS, TAKE MONEY OUT OF THEM, OR PUT IN ABOUT AS MUCH AS YOU TOOK OUT? PLEASE PROBE IF DK.
       
     
If N24B. PUT MONEY IN/OUT OR EVEN = 1 or N24B. PUT MONEY IN/OUT OR EVEN = 2 »
 
         
       
F5633

N25. HOW MUCH

N25. ABOUT HOW MUCH MORE DID YOU IF Q5632 IS (1) PUT IN THAN YOU TOOK OUT? ELSE Q5632 IS (2) TAKE OUT THAN YOU PUT IN? END DO NOT PROBE DK
         
       
If N25. HOW MUCH was answered Don't know or N25. HOW MUCH was refused »
 
           
         
F5634

N25A.>10K

N25A. DID IT AMOUNT TO LESS THAN $10,000, MORE THAN $10,000, OR WHAT?
           
         
If N25A.>10K != 3 or N25A.>10K != 8 or N25A.>10K != 9 »
 
             
           
If N25A.>10K = 1 »
 
               
             
F5636

N25C.>2500

N25C. (DID IT AMOUNT TO) LESS THAN $2,500, MORE THAN $2,500, OR WHAT?
               
           
Else
 
               
             
F5635

N25B.>50K

N25B. (DID IT AMOUNT TO) LESS THAN $50,000, MORE THAN $50,000, OR WHAT?
               
   
F5637

N26. INCLUDING AUTOMATIC REINVESTMENT

N26. ALTOGETHER, HOW MUCH MONEY (INCLUDING ANY AUTOMATIC REINVESTMENT) DID YOU (OR YOUR HUSBAND/OR YOUR WIFE/OR YOUR PARTNER/...) PUT INTO THAT? DO NOT PROBE DK
     
   
If N26. INCLUDING AUTOMATIC REINVESTMENT was answered Don't know or N26. INCLUDING AUTOMATIC REINVESTMENT was refused »
 
       
     
F5638

N26A.>25K

N26A. DID IT AMOUNT TO LESS THAN $25,000, MORE THAN $25,000, OR WHAT?
       
     
If N26A.>25K != 3 or N26A.>25K != 8 or N26A.>25K != 9 »
 
         
       
If N26A.>25K = 1 »
 
           
         
F5640

N26C.>5K

N26C. (DID IT AMOUNT TO) LESS THAN $5,000, MORE THAN $5,000, OR WHAT?
           
       
Else
 
           
         
F5639

N26B.>100K

N26B. (DID IT AMOUNT TO) LESS THAN $100,000, MORE THAN $100,000, OR WHAT?
           
 
F5641

N27.SOLD STOCK

N27. (SINCE Q131-PREV WAVE IW MONTH OF FINANCIAL R / Q132-PREV WAVE IW YEAR OF FINANCIAL R/IN THE LAST TWO YEARS), HAVE YOU (OR YOUR HUSBAND/OR YOUR WIFE/OR YOUR PARTNER/...) SOLD ANY SHARES OF STOCK IN PUBLICLY HELD CORPORATIONS OR TAKEN MONEY OUT OF ANY MUTUAL FUNDS, MANAGED INVESTMENT ACCOUNTS OR TRUSTS?
   
 
If N27.SOLD STOCK = 1 »
 
     
   
F5642

N28. HOW MUCH

N28. ALTOGETHER, HOW MUCH MONEY DID YOU (OR YOUR HUSBAND/OR YOUR WIFE/OR YOUR PARTNER/...) GET FROM THAT? DO NOT PROBE DK
     
   
If N28. HOW MUCH was answered Don't know or N28. HOW MUCH was refused »
 
       
     
F5643

N28A.>25K

N28A. DID IT AMOUNT TO LESS THAN $25,000, MORE THAN $25,000, OR WHAT?
       
     
If N28A.>25K != 3 or N28A.>25K != 8 or N28A.>25K != 9 »
 
         
       
If N28A.>25K = 1 »
 
           
         
F5645

N28C.>5K

N28C. (DID IT AMOUNT TO) LESS THAN $5,000, MORE THAN $5,000, OR WHAT?
           
       
Else
 
           
         
F5644

N28B.>100K

N28B. (DID IT AMOUNT TO) LESS THAN $100,000, MORE THAN $100,000, OR WHAT?
           
If R DID REPORT OWNING A HOME AT R’s LAST IW or R WAS
 
   
 
ASKED ABOUT THE VALUE OF A {MAIN OR SECOND} HOME IN THIS IW
   
 
If N1. CHANGES TO FAMILY FINANCES = 5 »
 
     
   
F5648

N28D. HOUSE BAD RECORD

N28D. OUR RECORDS SHOW THAT YOU OWNED A HOME IN (Q131-PREV WAVE IW MONTH OF FINANCIAL R / Q132-PREV WAVE IW YEAR OF FINANCIAL R/THE LAST TWO YEARS) THAT YOU DO NOT NOW OWN AND DID NOT SELL. WHAT HAPPENED TO THAT HOME -- DID YOU GIVE IT TO SOMEONE, ARE OUR RECORDS INCORRECT, OR WHAT?
     
   
If N28D. HOUSE BAD RECORD = 1 »
 
       
     
F5650M1

N28F.RELATIVE GIVE HOUSE

N28F. WHO DID YOU GIVE THE HOUSE TO, (THAT IS WHAT IS THEIR RELATIONSHIP TO YOU)? CHOOSE ALL THAT APPLY
       
     
If N28F.RELATIVE GIVE HOUSE = 2 »
 
         
       
F5651M1

N28G.WHICH CHILD HOUSE-1

N28G. (WHICH CHILD IS THAT?) CHOOSE ALL THAT APPLY IF GRANDCHILD: WHICH CHILD OF YOURS (OR YOUR HUSBAND/OR YOUR WIFE/OR YOUR PARTNER/...) IS THE PARENT OF THAT GRANDCHILD?
         
 
If N1A. ONLY BUY/ONLY SELL/BOTH/OR WHAT = 2 »
 
     
   
F5653

N28E.HOUSE BAD RECORD-2

N28E. OUR RECORDS SHOW THAT YOU OWNED A HOME IN (Q131-PREV WAVE IW MONTH OF FINANCIAL R / Q132-PREV WAVE IW YEAR OF FINANCIAL R/THE LAST TWO YEARS) THAT YOU HAVE SINCE SOLD. WHAT DID YOU DECIDE TO DO WITH THE PROCEEDS FROM SELLING THE HOUSE -- DID YOU INVEST THE MONEY, DID YOU GIVE IT TO SOMEONE, ARE OUR RECORDS INCORRECT, OR WHAT?
     
If SOMEONE MOVED {IN or OUT} OF THE HH SINCE R’s LAST IW
 
   
 
F5691

N29.CHANGES IN SAVINGS

N29. SOMETIMES CHANGES IN A FAMILY'S SAVINGS OR ASSETS ARE DUE TO PEOPLE JOINING OR LEAVING THE FAMILY. WAS THERE ANYONE LIVING WITH YOU IN (Q131- PREV WAVE IW MONTH OF FINANCIAL R / Q132-PREV WAVE IW YEAR OF FINANCIAL R/THE LAST TWO YEARS) WHO DOESN'T LIVE WITH YOU NOW AND WHO TOOK $5,000 OR MORE IN ASSETS OR DEBTS AWAY WITH THEM?
   
 
If N29.CHANGES IN SAVINGS != 5 or N29.CHANGES IN SAVINGS != 8 or N29.CHANGES IN SAVINGS != 9 »
 
     
   
If N29.CHANGES IN SAVINGS = 1 or N29.CHANGES IN SAVINGS = 3 »
 
       
     
F5692

N30. VALUE OF ASSETS

N30. ALTOGETHER, WHAT IS THE TOTAL DOLLAR VALUE OF ASSETS THAT WERE REMOVED THAT WAY? DO NOT PROBE DK
       
     
If N30. VALUE OF ASSETS was answered Don't know or N30. VALUE OF ASSETS was refused »
 
         
       
F5693

N30A.>25K

N30A. DID IT AMOUNT TO LESS THAN $25,000, MORE THAN $25,000, OR WHAT?
         
       
If N30A.>25K != 3 or N30A.>25K != 8 or N30A.>25K != 9 »
 
           
         
If N30A.>25K = 1 »
 
             
           
F5695

N30C.>10K

N30C. (DID IT AMOUNT TO) LESS THAN $10,000, MORE THAN $10,000, OR WHAT?
             
         
Else
 
             
           
F5694

N30B.>100K

N30B. (DID IT AMOUNT TO) LESS THAN $100,000, MORE THAN $100,000, OR WHAT?
             
   
Else If N29.CHANGES IN SAVINGS = 2 »
 
       
     
F5696

N31. VALUE OF DEBTS

N31. ALTOGETHER, WHAT IS THE TOTAL DOLLAR VALUE OF DEBTS THAT WERE REMOVED THAT WAY? DO NOT PROBE DK
       
     
If N31. VALUE OF DEBTS was answered Don't know or N31. VALUE OF DEBTS was refused »
 
         
       
F5697

N31A.>10K

N31A. DID IT AMOUNT TO LESS THAN $10,000, MORE THAN $10,000, OR WHAT?
         
       
If N31A.>10K != 3 or N31A.>10K != 8 or N31A.>10K != 9 »
 
           
         
If N31A.>10K = 1 »
 
             
           
F5699

N31C.>5K

N31C. (DID IT AMOUNT TO) LESS THAN $5,000, MORE THAN $5,000, OR WHAT?
             
         
Else
 
             
           
F5698

N31B.>25K

N31B. (DID IT AMOUNT TO) LESS THAN $25,000, MORE THAN $25,000, OR WHAT?
             
 
F5700

N32. ADDITION TO FAMILY WITH ASSETS OR D

N32. IS THERE ANYONE IN YOUR FAMILY LIVING WITH YOU NOW WHO HAS JOINED THE FAMILY (SINCE Q131-PREV WAVE IW MONTH OF FINANCIAL R / Q132-PREV WAVE IW YEAR OF FINANCIAL R/IN THE LAST TWO YEARS) AND WHO HAD $5,000 OR MORE IN ASSETS OR DEBTS AT THE TIME THEY JOINED THE FAMILY?
   
 
If N32. ADDITION TO FAMILY WITH ASSETS OR D != 5 or N32. ADDITION TO FAMILY WITH ASSETS OR D != 8 or N32. ADDITION TO FAMILY WITH ASSETS OR D != 9 »
 
     
   
If N32. ADDITION TO FAMILY WITH ASSETS OR D != 2 »
 
       
     
F5701

N33. VALUE OF ASSETS

N33. ALTOGETHER, WHAT WAS THE TOTAL DOLLAR VALUE OF ASSETS THAT WERE BROUGHT INTO THE FAMILY IN THAT WAY? DO NOT PROBE DK
       
     
If N33. VALUE OF ASSETS was answered Don't know or N33. VALUE OF ASSETS was refused »
 
         
       
F5702

N33A.>25K

N33A. DID IT AMOUNT TO LESS THAN $25,000, MORE THAN $25,000, OR WHAT?
         
       
If N33A.>25K != 3 or N33A.>25K != 8 or N33A.>25K != 9 »
 
           
         
If N33A.>25K = 1 »
 
             
           
F5704

N33C.>10K

N33C. (DID IT AMOUNT TO) LESS THAN $10,000, MORE THAN $10,000, OR WHAT?
             
         
Else
 
             
           
F5703

N33B.>100K

N33B. (DID IT AMOUNT TO) LESS THAN $100,000, MORE THAN $100,000, OR WHAT?
             
   
Else
 
       
     
F5705

N34. VALUE OF DEBTS

N34. ALTOGETHER, WHAT WAS THE TOTAL DOLLAR VALUE OF DEBTS THAT WERE BROUGHT INTO THE FAMILY IN THAT WAY? DO NOT PROBE DK
       
     
If N34. VALUE OF DEBTS was answered Don't know or N34. VALUE OF DEBTS was refused »
 
         
       
F5706

N34A.>10K

N34A. DID IT AMOUNT TO LESS THAN $10,000, MORE THAN $10,000, OR WHAT?
         
       
If N34A.>10K != 3 or N34A.>10K != 8 or N34A.>10K != 9 »
 
           
         
If N34A.>10K = 1 »
 
             
           
F5708

N34C.>5K

N34C. (DID IT AMOUNT TO) LESS THAN $5,000, MORE THAN $5,000, OR WHAT?
             
         
Else
 
             
           
F5707

N34B.>25K

N34B. (DID IT AMOUNT TO) LESS THAN $25,000, MORE THAN $25,000, OR WHAT?
             
End of N1. Widowhood and Asset Changes (HouseHold)
Start of N1. Widowhood and Asset Changes (HouseHold)

If F3=1 or F4=1 or F5=1 or F40=1 »

If N1. CHANGES TO FAMILY FINANCES (F5565) = 1 »

| |  ========================================================================
| | 
F5566
N1A. ONLY BUY/ONLY SELL/BOTH/OR WHAT

N1A. DID YOU ONLY BUY, ONLY SELL, BOTH BUY AND SELL, OR WHAT? IWER: IF R REPORTS MULTIPLE SALES OR PURCHASES, SELECT "OTHER (SPECIFY)"

| |  If N1A. ONLY BUY/ONLY SELL/BOTH/OR WHAT (F5566) != 8 or N1A. ONLY BUY/ONLY SELL/BOTH/OR WHAT (F5566) != 9 »

| | |  If N1A. ONLY BUY/ONLY SELL/BOTH/OR WHAT (F5566) != 7 »

| | | |  If N1A. ONLY BUY/ONLY SELL/BOTH/OR WHAT (F5566) != 2 »

| | | | |  ========================================================================
| | | | | 
F5567
N1B.MONTH BOUGHT A HOME

N1B. IN WHAT MONTH AND YEAR DID YOU BUY A HOME? MONTH: YEAR:

| | | | |  ========================================================================
| | | | | 
F5568
N1C. YEAR OF HOME PURCHASE

N1C. YEAR OF HOME PURCHASE

| | | | |  ========================================================================
| | | | | 
F5569
N2. PURCHASE PRICE

N2. WHAT WAS THE PURCHASE PRICE? DO NOT PROBE DK

| | | | |  If N2. PURCHASE PRICE (F5569) was answered Don't know or F5569 =RF »

| | | | | |  ========================================================================
| | | | | | 
F5570
N2A.DK-1

N2A. DID IT AMOUNT TO LESS THAN $50,000, MORE THAN $50,000, OR WHAT?

| | | | | |  If N2A.DK-1 (F5570) != 3 or N2A.DK-1 (F5570) != 8 or N2A.DK-1 (F5570) != 9 »

| | | | | | |  If N2A.DK-1 (F5570) != 5 »

| | | | | | | |  ========================================================================
| | | | | | | | 
F5572
N2C.DK-3

N2C. (DID IT AMOUNT TO) LESS THAN $15,000, MORE THAN $15,000, OR WHAT?

| | | | | | |  Else

| | | | | | | |  ========================================================================
| | | | | | | | 
F5571
N2B.DK-2

N2B. (DID IT AMOUNT TO) LESS THAN $200,000, MORE THAN $200,000, OR WHAT?

| | | |  ========================================================================
| | | | 
F5573
N3A. MONTH SOLD HOME

N3A. IN WHAT MONTH AND YEAR DID YOU SELL A HOME? MONTH: YEAR:

| | | |  ========================================================================
| | | | 
F5574
N3B. YEAR SOLD HOME

N3B. YEAR SOLD HOME

| | | |  ========================================================================
| | | | 
F5575
N4. SELLING PRICE

N4. WHAT WAS THE SELLING PRICE? DO NOT PROBE DK

| | | |  If N4. SELLING PRICE (F5575) !was answered Don't know or N4. SELLING PRICE (F5575) !was refused »

| | | | |  ========================================================================
| | | | | 
F5576
N4A.DK-1

N4A. DID IT AMOUNT TO LESS THAN $50,000, MORE THAN $50,000, OR WHAT?

| | | | |  If N4A.DK-1 (F5576) != 3 or N4A.DK-1 (F5576) != 8 or N4A.DK-1 (F5576) != 9 »

| | | | | |  If N4A.DK-1 (F5576) != 5 »

| | | | | | |  ========================================================================
| | | | | | | 
F5578
N4C.DK-3

N4C. (DID IT AMOUNT TO) LESS THAN $15,000, MORE THAN $15,000, OR WHAT?

| | | | | |  Else

| | | | | | |  ========================================================================
| | | | | | | 
F5577
N4B.DK-2

N4B. (DID IT AMOUNT TO) LESS THAN $200,000, MORE THAN $200,000, OR WHAT?

| | | |  ========================================================================
| | | | 
F5579
N5A. MONTH BOUGHT PREVIOUS HOME

N5A. IN WHAT MONTH AND YEAR DID YOU BUY THAT HOME? IWER: THIS REFERS TO THE HOME THAT THEY SOLD MONTH: YEAR:

| | | |  ========================================================================
| | | | 
F5580
N5B. YEAR BOUGHT PREVIOUS HOME

N5B. YEAR BOUGHT PREVIOUS HOME

| | | |  ========================================================================
| | | | 
F5581
N6. PREVIOUS HOME PURCHASE PRICE

N6. WHAT WAS THE PURCHASE PRICE? IWER: THIS REFERS TO THE HOME THAT THEY SOLD DO NOT PROBE DK

| | | |  If N6A.DK-1 (F5582) was answered Don't know or N6A.DK-1 (F5582) was refused »

| | | | |  ========================================================================
| | | | | 
F5582
N6A.DK-1

N6A. DID IT AMOUNT TO LESS THAN $50,000, MORE THAN $50,000, OR WHAT?

| | | | |  If N6A.DK-1 (F5582) != 3 or N6A.DK-1 (F5582) != 8 or N6A.DK-1 (F5582) != 9 »

| | | | | |  If N6A.DK-1 (F5582) != 5 »

| | | | | | |  ========================================================================
| | | | | | | 
F5584
N6C.DK-3

N6C. (DID IT AMOUNT TO) LESS THAN $15,000, MORE THAN $15,000, OR WHAT?

| | | | | |  Else

| | | | | | |  ========================================================================
| | | | | | | 
F5583
N6B.DK-2

N6B. (DID IT AMOUNT TO) LESS THAN $200,000, MORE THAN $200,000, OR WHAT?

|  ========================================================================
F5592
N9. MAJOR HOME IMPROVEMENTS

N9. (SINCE Q131-PREV WAVE IW MONTH OF FINANCIAL R / Q132-PREV WAVE IW YEAR OF FINANCIAL R/IN THE LAST TWO YEARS), DID YOU (OR YOUR HUSBAND/OR YOUR WIFE/OR YOUR PARTNER/...) MAKE ANY MAJOR ADDITIONS OR HOME IMPROVEMENTS TO A PRIMARY RESIDENCE (OR SECOND HOME) THAT YOU OWNED? DO NOT COUNT GENERAL MAINTENANCE OR UPKEEP.

If N9. MAJOR HOME IMPROVEMENTS (F5592) != 5 or N9. MAJOR HOME IMPROVEMENTS (F5592) != 8 or N9. MAJOR HOME IMPROVEMENTS (F5592) != 11 »

| |  ========================================================================
| | 
F5593
N10. IMPROVEMENT COST

N10. WHAT WAS THE DOLLAR COST OF THESE ADDITIONS AND IMPROVEMENTS, PLUS THE VALUE OF ANY WORK YOU MAY HAVE DONE YOURSELF? DO NOT PROBE DK

| |  If N10. IMPROVEMENT COST (F5593) was answered Don't know or N10. IMPROVEMENT COST (F5593) was refused »

| | |  ========================================================================
| | | 
F5594
N10A.DK-1

N10A. DID IT AMOUNT TO LESS THAN $10,000, MORE THAN $10,000, OR WHAT?

| | |  If N10A.DK-1 (F5594) != 3 or N10A.DK-1 (F5594) != 8 or N10A.DK-1 (F5594) != 9 »

| | | |  If N10A.DK-1 (F5594) != 5 »

| | | | |  ========================================================================
| | | | | 
F5596
N10C.DK-3

N10C. (DID IT AMOUNT TO) LESS THAN $2,000, MORE THAN $2,000, OR WHAT?

| | | |  Else

| | | | |  ========================================================================
| | | | | 
F5595
N10B.DK-2

N10B. (DID IT AMOUNT TO) LESS THAN $50,000, MORE THAN $50,000, OR WHAT?

If J76 = 1 or J76 = 2 »

|  ========================================================================
F5597
N11. SOLD REAL ESTATE

N11. (SINCE Q131-PREV WAVE IW MONTH OF FINANCIAL R / Q132-PREV WAVE IW YEAR OF FINANCIAL R/IN THE LAST TWO YEARS), HAVE YOU (OR YOUR HUSBAND/OR YOUR WIFE/OR YOUR PARTNER/...) SOLD ANY REAL ESTATE OTHER THAN YOUR PRINCIPLE RESIDENCE OR SECOND HOME, SUCH AS LAND, OR RENTAL OR INVESTMENT PROPERTY?

If N11. SOLD REAL ESTATE (F5597) != 1 »

| |  ========================================================================
| | 
F5598
N11A. ANY REAL ESTATE

N11A. HAVE YOU BOUGHT ANY SUCH REAL ESTATE PROPERTIES (SINCE Q131-PREV WAVE IW MONTH OF FINANCIAL R / Q132-PREV WAVE IW YEAR OF FINANCIAL R/IN THE LAST TWO YEARS)?

| |  If N11A. ANY REAL ESTATE (F5598) = 1 »

| | |  ========================================================================
| | | 
F5599
N12. PURCHASE PRICE

N12. ABOUT HOW MUCH IN TOTAL DID YOU PAY FOR THIS REAL ESTATE? DO NOT PROBE DK

| | |  If N12. PURCHASE PRICE (F5599) was answered Don't know or N12. PURCHASE PRICE (F5599) was refused »

| | | |  ========================================================================
| | | | 
F5600
N12A.DK-1

N12A. DID IT AMOUNT TO LESS THAN $200,000, MORE THAN $200,000, OR WHAT?

| | | |  If N12A.DK-1 (F5600) = 1 or N12A.DK-1 (F5600) = 5 »

| | | | |  If N12A.DK-1 (F5600) = 1 »

| | | | | |  ========================================================================
| | | | | | 
F5602
N12C.DK-3

N12C. (DID IT AMOUNT TO) LESS THAN $50,000, MORE THAN $50,000, OR WHAT?

| | | | |  Else

| | | | | |  ========================================================================
| | | | | | 
F5601
N12B.DK-2

N12B. (DID IT AMOUNT TO) LESS THAN $500,000, MORE THAN $500,000, OR WHAT?

Else

| |  ========================================================================
| | 
F5603
N13. BUY REAL ESTATE

N13. DID YOU ALSO BUY ANY REAL ESTATE OF THIS SORT (SINCE Q131-PREV WAVE IW MONTH OF FINANCIAL R / Q132-PREV WAVE IW YEAR OF FINANCIAL R/IN THE LAST TWO YEARS)?

| |  If N13. BUY REAL ESTATE (F5603) != 1 »

| | |  ========================================================================
| | | 
F5604
N14. REAL ESTATE SOLD

N14. ABOUT HOW MUCH IN TOTAL WAS THE DOLLAR VALUE OF THE REAL ESTATE YOU SOLD (SINCE Q131-PREV WAVE IW MONTH OF FINANCIAL R / Q132-PREV WAVE IW YEAR OF FINANCIAL R/IN THE LAST TWO YEARS)? DO NOT PROBE DK

| | |  If N14. REAL ESTATE SOLD (F5604) was answered Don't know or N14. REAL ESTATE SOLD (F5604) was refused »

| | | |  ========================================================================
| | | | 
F5605
N14A.DK-1

N14A. DID IT AMOUNT TO LESS THAN $200,000, MORE THAN $200,000, OR WHAT?

| | | |  If N14A.DK-1 (F5605) != 5 »

| | | | |  If N14A.DK-1 (F5605) = 1 »

| | | | | |  ========================================================================
| | | | | | 
F5607
N14C.DK-3

N14C. (DID IT AMOUNT TO) LESS THAN $50,000, MORE THAN $50,000, OR WHAT?

| | | |  Else

| | | | |  ========================================================================
| | | | | 
F5606
N14B.DK-2

N14B. (DID IT AMOUNT TO) LESS THAN $500,000, MORE THAN $500,000, OR WHAT?

| |  If (N14. REAL ESTATE SOLD (F5604) was answered Don't know or N4. SELLING PRICE (F5575) was refused) and (F5604A = 3 or F5604A = 8 or F5604A = 9) »

| | |  ========================================================================
| | | 
F5608
N15. OVERALL REAL ESTATE VALUE

N15. OVERALL, WAS THE DOLLAR COST OF THE REAL ESTATE YOU BOUGHT GREATER THAN THE DOLLAR VALUE OF WHAT YOU SOLD (MINUS COMMISSIONS), LESS THAN THE VALUE OF WHAT YOU SOLD, ABOUT EQUAL, OR WHAT? PLEASE PROBE IF DK

| | |  If N15. OVERALL REAL ESTATE VALUE (F5608) = 1 or N15. OVERALL REAL ESTATE VALUE (F5608) = 2 »

| | | |  ========================================================================
| | | | 
F5609
N16. BUY MORE/LESS THAN SOLD

N16. ROUGHLY, ABOUT HOW MUCH (MORE/LESS) DID YOU BUY THAN YOU SOLD? DO NOT PROBE DK

| | | |  If N16. BUY MORE/LESS THAN SOLD (F5609) was answered Don't know or N16. BUY MORE/LESS THAN SOLD (F5609) was refused »

| | | | |  ========================================================================
| | | | | 
F5610
N16A.DK-1

N16A. DID IT AMOUNT TO LESS THAN $200,000, MORE THAN $200,000, OR WHAT?

| | | | |  If N16A.DK-1 (F5610) = 1 or N16A.DK-1 (F5610) = 5 »

| | | | | |  If N16A.DK-1 (F5610) = 1 »

| | | | | | |  ========================================================================
| | | | | | | 
F5612
N16C.DK-3

N16C. (DID IT AMOUNT TO) LESS THAN $50,000, MORE THAN $50,000, OR WHAT?

| | | | | |  Else

| | | | | | |  ========================================================================
| | | | | | | 
F5611
N16B.DK-2

N16B. (DID IT AMOUNT TO) LESS THAN $500,000, MORE THAN $500,000, OR WHAT?

|  ========================================================================
F5613
N17. MAJOR HOME IMPROVEMENTS

N17. (SINCE Q131-PREV WAVE IW MONTH OF FINANCIAL R / Q132-PREV WAVE IW YEAR OF FINANCIAL R/IN THE LAST TWO YEARS), DID YOU (OR YOUR HUSBAND/OR YOUR WIFE/OR YOUR PARTNER/...) MAKE ANY MAJOR ADDITIONS OR HOME IMPROVEMENTS TO ANY REAL ESTATE PROPERTIES THAT YOU OWNED, OTHER THAN YOUR PRINCIPLE RESIDENCE OR SECOND HOME? DO NOT COUNT GENERAL MAINTENANCE OR UPKEEP.

If N17. MAJOR HOME IMPROVEMENTS (F5613) = 1 »

| |  ========================================================================
| | 
F5614
N18. IMPROVEMENT COST

N18. WHAT WAS THE DOLLAR COST OF THESE ADDITIONS AND IMPROVEMENTS, PLUS THE VALUE OF ANY WORK YOU MAY HAVE DONE YOURSELF? DO NOT PROBE DK

| |  If N18. IMPROVEMENT COST (F5614) was answered Don't know or N18. IMPROVEMENT COST (F5614) was refused »

| | |  ========================================================================
| | | 
F5615
N18A.DK-1

N18A. DID IT AMOUNT TO LESS THAN $10,000, MORE THAN $10,000, OR WHAT?

| | |  If N18A.DK-1 (F5615) = 1 or N18A.DK-1 (F5615) = 5 »

| | | |  If N18A.DK-1 (F5615) = 1 »

| | | | |  ========================================================================
| | | | | 
F5617
N18C.DK-3

N18C. (DID IT AMOUNT TO) LESS THAN $2,000, MORE THAN $2,000, OR WHAT?

| | | |  Else

| | | | |  ========================================================================
| | | | | 
F5616
N18B.DK-2

N18B. (DID IT AMOUNT TO) LESS THAN $50,000, MORE THAN $50,000, OR WHAT?

If J83 = 1 or J83 = 2 »

|  ========================================================================
F5618
N19.FUNDS INTO BUSINESS

N19. (SINCE Q131-PREV WAVE IW MONTH OF FINANCIAL R / Q132-PREV WAVE IW YEAR OF FINANCIAL R/IN THE LAST TWO YEARS), HAVE YOU (OR YOUR HUSBAND/OR YOUR WIFE/OR YOUR PARTNER/...) PUT PERSONAL FUNDS INTO A PRIVATELY HELD BUSINESS, PROFESSIONAL PRACTICE, PARTNERSHIP OR FARM THAT YOU OWN OR SHARE OWNERSHIP IN?

If N19.FUNDS INTO BUSINESS (F5618) = 1 »

| |  ========================================================================
| | 
F5619
N20. IMPROVEMENT COST

N20. ALTOGETHER, ABOUT HOW MUCH NEW MONEY DID YOU (OR YOUR HUSBAND/OR YOUR WIFE/OR YOUR PARTNER/...) PUT INTO THAT, INCLUDING ANY FUNDS THAT YOU BORROWED PERSONALLY? DO NOT PROBE DK

| |  If N20. IMPROVEMENT COST (F5619) was answered Don't know or N20. IMPROVEMENT COST (F5619) was refused »

| | |  ========================================================================
| | | 
F5620
N20A.DK-1

N20A. DID IT AMOUNT TO LESS THAN $50,000, MORE THAN $50,000, OR WHAT?

| | |  If N20A.DK-1 (F5620) != 3 or N20A.DK-1 (F5620) != 8 or N20A.DK-1 (F5620) != 9 »

| | | |  If N20A.DK-1 (F5620) = 1 »

| | | | |  ========================================================================
| | | | | 
F5622
N20C.DK-3

N20C. (DID IT AMOUNT TO) LESS THAN $5,000, MORE THAN $5,000, OR WHAT?

| | | |  Else

| | | | |  ========================================================================
| | | | | 
F5621
N20B.DK-2

N20B. (DID IT AMOUNT TO) LESS THAN $500,000, MORE THAN $500,000, OR WHAT?

|  ========================================================================
F5623
N21. ANY BUSINESS SELL

N21. (SINCE Q131-PREV WAVE IW MONTH OF FINANCIAL R / Q132-PREV WAVE IW YEAR OF FINANCIAL R/IN THE LAST TWO YEARS), HAVE YOU (OR YOUR HUSBAND/OR YOUR WIFE/OR YOUR PARTNER/...) SOLD PART OR ALL OF ANY INTEREST IN A PRIVATELY HELD BUSINESS, PROFESSIONAL PRACTICE, PARTNERSHIP OR FARM?

If N21. ANY BUSINESS SELL (F5623) = 1 »

| |  ========================================================================
| | 
F5624
N22. SELLING PRICE

N22. ALTOGETHER, ABOUT HOW MUCH DID YOU (OR YOUR HUSBAND/OR YOUR WIFE/OR YOUR PARTNER/...) SELL YOUR INTEREST FOR? (WHAT WAS THE SELLING PRICE?) WE WANT THE PRICE THE BUYER PAID. DO NOT PROBE DK

| |  If N22. SELLING PRICE (F5624) was answered Don't know or N22. SELLING PRICE (F5624) was refused »

| | |  ========================================================================
| | | 
F5625
N22A.>100K

N22A. DID IT AMOUNT TO LESS THAN $100,000, MORE THAN $100,000, OR WHAT?

| | |  If N22A.>100K (F5625) != 3 or N22A.>100K (F5625) != 8 or N22A.>100K (F5625) != 9 »

| | | |  If N22A.>100K (F5625) = 1

| | | | |  ========================================================================
| | | | | 
F5627
N22C.>10K

N22C. (DID IT AMOUNT TO) LESS THAN $10,000, MORE THAN $10,000, OR WHAT?

| | | |  Else

| | | | |  ========================================================================
| | | | | 
F5626
N22B.>1MIL

N22B. (DID IT AMOUNT TO) LESS THAN $1,000,000, MORE THAN $1,000,000, OR WHAT?

| |  ========================================================================
| | 
F5628
N23A. MONTH SOLD BUSINESS

N23A. IN WHAT MONTH AND YEAR DID YOU SELL THAT? MOST RECENT SALE, IF MORE THAN ONE. MONTH: YEAR:

| |  ========================================================================
| | 
F5629
N23B. YEAR SOLD BUSINESS

N23B. YEAR SOLD BUSINESS

If J207 = 1 »

|  ========================================================================
F5630
N24. OTHER STOCK ACCOUNTS

N24. NOT COUNTING ANY IRAS, KEOGHS OR PENSION ACCOUNTS, (SINCE Q131-PREV WAVE IW MONTH OF FINANCIAL R / Q132-PREV WAVE IW YEAR OF FINANCIAL R/IN THE LAST TWO YEARS), HAVE YOU (OR YOUR HUSBAND/OR YOUR WIFE/OR YOUR PARTNER/...) BOUGHT ANY STOCK, OR PUT MONEY INTO STOCK MUTUAL FUNDS, INCLUDING ANY AUTOMATIC REINVESTMENTS?

If N24. OTHER STOCK ACCOUNTS (F5630) = 1 »

| |  ========================================================================
| | 
F5631
N24A. CASH OR ASSETS

N24A. DID YOU (OR YOUR HUSBAND/OR YOUR WIFE/OR YOUR PARTNER/...) ALSO SELL OR CASH IN ANY SUCH ASSETS?

| |  If N24A. CASH OR ASSETS (F5631) = 1 »

| | |  ========================================================================
| | | 
F5632
N24B. PUT MONEY IN/OUT OR EVEN

N24B. DID YOU BUY MORE OR SELL MORE -- THAT IS, OVERALL, DID YOU PUT NEW MONEY INTO STOCKS, STOCK MUTUAL FUNDS, MANAGED INVESTMENT ACCOUNTS OR TRUSTS, TAKE MONEY OUT OF THEM, OR PUT IN ABOUT AS MUCH AS YOU TOOK OUT? PLEASE PROBE IF DK.

| | |  If N24B. PUT MONEY IN/OUT OR EVEN (F5632) = 1 or N24B. PUT MONEY IN/OUT OR EVEN (F5632) = 2 »

| | | |  ========================================================================
| | | | 
F5633
N25. HOW MUCH

N25. ABOUT HOW MUCH MORE DID YOU IF Q5632 IS (1) PUT IN THAN YOU TOOK OUT? ELSE Q5632 IS (2) TAKE OUT THAN YOU PUT IN? END DO NOT PROBE DK

| | | |  If N25. HOW MUCH (F5633) was answered Don't know or N25. HOW MUCH (F5633) was refused »

| | | | |  ========================================================================
| | | | | 
F5634
N25A.>10K

N25A. DID IT AMOUNT TO LESS THAN $10,000, MORE THAN $10,000, OR WHAT?

| | | | |  If N25A.>10K (F5634) != 3 or N25A.>10K (F5634) != 8 or N25A.>10K (F5634) != 9 »

| | | | | |  If N25A.>10K (F5634) = 1 »

| | | | | | |  ========================================================================
| | | | | | | 
F5636
N25C.>2500

N25C. (DID IT AMOUNT TO) LESS THAN $2,500, MORE THAN $2,500, OR WHAT?

| | | | | |  Else

| | | | | | |  ========================================================================
| | | | | | | 
F5635
N25B.>50K

N25B. (DID IT AMOUNT TO) LESS THAN $50,000, MORE THAN $50,000, OR WHAT?

| |  ========================================================================
| | 
F5637
N26. INCLUDING AUTOMATIC REINVESTMENT

N26. ALTOGETHER, HOW MUCH MONEY (INCLUDING ANY AUTOMATIC REINVESTMENT) DID YOU (OR YOUR HUSBAND/OR YOUR WIFE/OR YOUR PARTNER/...) PUT INTO THAT? DO NOT PROBE DK

| |  If N26. INCLUDING AUTOMATIC REINVESTMENT (F5637) was answered Don't know or N26. INCLUDING AUTOMATIC REINVESTMENT (F5637) was refused »

| | |  ========================================================================
| | | 
F5638
N26A.>25K

N26A. DID IT AMOUNT TO LESS THAN $25,000, MORE THAN $25,000, OR WHAT?

| | |  If N26A.>25K (F5638) != 3 or N26A.>25K (F5638) != 8 or N26A.>25K (F5638) != 9 »

| | | |  If N26A.>25K (F5638) = 1 »

| | | | |  ========================================================================
| | | | | 
F5640
N26C.>5K

N26C. (DID IT AMOUNT TO) LESS THAN $5,000, MORE THAN $5,000, OR WHAT?

| | | |  Else

| | | | |  ========================================================================
| | | | | 
F5639
N26B.>100K

N26B. (DID IT AMOUNT TO) LESS THAN $100,000, MORE THAN $100,000, OR WHAT?

|  ========================================================================
F5641
N27.SOLD STOCK

N27. (SINCE Q131-PREV WAVE IW MONTH OF FINANCIAL R / Q132-PREV WAVE IW YEAR OF FINANCIAL R/IN THE LAST TWO YEARS), HAVE YOU (OR YOUR HUSBAND/OR YOUR WIFE/OR YOUR PARTNER/...) SOLD ANY SHARES OF STOCK IN PUBLICLY HELD CORPORATIONS OR TAKEN MONEY OUT OF ANY MUTUAL FUNDS, MANAGED INVESTMENT ACCOUNTS OR TRUSTS?

If N27.SOLD STOCK (F5641) = 1 »

| |  ========================================================================
| | 
F5642
N28. HOW MUCH

N28. ALTOGETHER, HOW MUCH MONEY DID YOU (OR YOUR HUSBAND/OR YOUR WIFE/OR YOUR PARTNER/...) GET FROM THAT? DO NOT PROBE DK

| |  If N28. HOW MUCH (F5642) was answered Don't know or N28. HOW MUCH (F5642) was refused »

| | |  ========================================================================
| | | 
F5643
N28A.>25K

N28A. DID IT AMOUNT TO LESS THAN $25,000, MORE THAN $25,000, OR WHAT?

| | |  If N28A.>25K (F5643) != 3 or N28A.>25K (F5643) != 8 or N28A.>25K (F5643) != 9 »

| | | |  If N28A.>25K (F5643) = 1 »

| | | | |  ========================================================================
| | | | | 
F5645
N28C.>5K

N28C. (DID IT AMOUNT TO) LESS THAN $5,000, MORE THAN $5,000, OR WHAT?

| | | |  Else

| | | | |  ========================================================================
| | | | | 
F5644
N28B.>100K

N28B. (DID IT AMOUNT TO) LESS THAN $100,000, MORE THAN $100,000, OR WHAT?

If R DID REPORT OWNING A HOME AT R’s LAST IW or R WAS

|  ========================================================================
ASKED ABOUT THE VALUE OF A {MAIN OR SECOND} HOME IN THIS IW
ASKED ABOUT THE VALUE OF A {MAIN OR SECOND} HOME IN THIS IW

If N1. CHANGES TO FAMILY FINANCES (F5565) = 5 »

| |  ========================================================================
| | 
F5648
N28D. HOUSE BAD RECORD

N28D. OUR RECORDS SHOW THAT YOU OWNED A HOME IN (Q131-PREV WAVE IW MONTH OF FINANCIAL R / Q132-PREV WAVE IW YEAR OF FINANCIAL R/THE LAST TWO YEARS) THAT YOU DO NOT NOW OWN AND DID NOT SELL. WHAT HAPPENED TO THAT HOME -- DID YOU GIVE IT TO SOMEONE, ARE OUR RECORDS INCORRECT, OR WHAT?

| |  If N28D. HOUSE BAD RECORD (F5648) = 1 »

| | |  ========================================================================
| | | 
F5650M1
N28F.RELATIVE GIVE HOUSE

N28F. WHO DID YOU GIVE THE HOUSE TO, (THAT IS WHAT IS THEIR RELATIONSHIP TO YOU)? CHOOSE ALL THAT APPLY

| | |  If N28F.RELATIVE GIVE HOUSE (F5650M1) = 2 »

| | | |  ========================================================================
| | | | 
F5651M1
N28G.WHICH CHILD HOUSE-1

N28G. (WHICH CHILD IS THAT?) CHOOSE ALL THAT APPLY IF GRANDCHILD: WHICH CHILD OF YOURS (OR YOUR HUSBAND/OR YOUR WIFE/OR YOUR PARTNER/...) IS THE PARENT OF THAT GRANDCHILD?

If N1A. ONLY BUY/ONLY SELL/BOTH/OR WHAT (F5566) = 2 »

| |  ========================================================================
| | 
F5653
N28E.HOUSE BAD RECORD-2

N28E. OUR RECORDS SHOW THAT YOU OWNED A HOME IN (Q131-PREV WAVE IW MONTH OF FINANCIAL R / Q132-PREV WAVE IW YEAR OF FINANCIAL R/THE LAST TWO YEARS) THAT YOU HAVE SINCE SOLD. WHAT DID YOU DECIDE TO DO WITH THE PROCEEDS FROM SELLING THE HOUSE -- DID YOU INVEST THE MONEY, DID YOU GIVE IT TO SOMEONE, ARE OUR RECORDS INCORRECT, OR WHAT?

If SOMEONE MOVED {IN or OUT} OF THE HH SINCE R’s LAST IW

|  ========================================================================
F5691
N29.CHANGES IN SAVINGS

N29. SOMETIMES CHANGES IN A FAMILY'S SAVINGS OR ASSETS ARE DUE TO PEOPLE JOINING OR LEAVING THE FAMILY. WAS THERE ANYONE LIVING WITH YOU IN (Q131- PREV WAVE IW MONTH OF FINANCIAL R / Q132-PREV WAVE IW YEAR OF FINANCIAL R/THE LAST TWO YEARS) WHO DOESN'T LIVE WITH YOU NOW AND WHO TOOK $5,000 OR MORE IN ASSETS OR DEBTS AWAY WITH THEM?

If N29.CHANGES IN SAVINGS (F5691) != 5 or N29.CHANGES IN SAVINGS (F5691) != 8 or N29.CHANGES IN SAVINGS (F5691) != 9 »

| |  If N29.CHANGES IN SAVINGS (F5691) = 1 or N29.CHANGES IN SAVINGS (F5691) = 3 »

| | |  ========================================================================
| | | 
F5692
N30. VALUE OF ASSETS

N30. ALTOGETHER, WHAT IS THE TOTAL DOLLAR VALUE OF ASSETS THAT WERE REMOVED THAT WAY? DO NOT PROBE DK

| | |  If N30. VALUE OF ASSETS (F5692) was answered Don't know or N30. VALUE OF ASSETS (F5692) was refused »

| | | |  ========================================================================
| | | | 
F5693
N30A.>25K

N30A. DID IT AMOUNT TO LESS THAN $25,000, MORE THAN $25,000, OR WHAT?

| | | |  If N30A.>25K (F5693) != 3 or N30A.>25K (F5693) != 8 or N30A.>25K (F5693) != 9 »

| | | | |  If N30A.>25K (F5693) = 1 »

| | | | | |  ========================================================================
| | | | | | 
F5695
N30C.>10K

N30C. (DID IT AMOUNT TO) LESS THAN $10,000, MORE THAN $10,000, OR WHAT?

| | | | |  Else

| | | | | |  ========================================================================
| | | | | | 
F5694
N30B.>100K

N30B. (DID IT AMOUNT TO) LESS THAN $100,000, MORE THAN $100,000, OR WHAT?

| |  Else If N29.CHANGES IN SAVINGS (F5691) = 2 »

| | |  ========================================================================
| | | 
F5696
N31. VALUE OF DEBTS

N31. ALTOGETHER, WHAT IS THE TOTAL DOLLAR VALUE OF DEBTS THAT WERE REMOVED THAT WAY? DO NOT PROBE DK

| | |  If N31. VALUE OF DEBTS (F5696) was answered Don't know or N31. VALUE OF DEBTS (F5696) was refused »

| | | |  ========================================================================
| | | | 
F5697
N31A.>10K

N31A. DID IT AMOUNT TO LESS THAN $10,000, MORE THAN $10,000, OR WHAT?

| | | |  If N31A.>10K (F5697) != 3 or N31A.>10K (F5697) != 8 or N31A.>10K (F5697) != 9 »

| | | | |  If N31A.>10K (F5697) = 1 »

| | | | | |  ========================================================================
| | | | | | 
F5699
N31C.>5K

N31C. (DID IT AMOUNT TO) LESS THAN $5,000, MORE THAN $5,000, OR WHAT?

| | | | |  Else

| | | | | |  ========================================================================
| | | | | | 
F5698
N31B.>25K

N31B. (DID IT AMOUNT TO) LESS THAN $25,000, MORE THAN $25,000, OR WHAT?

|  ========================================================================
F5700
N32. ADDITION TO FAMILY WITH ASSETS OR D

N32. IS THERE ANYONE IN YOUR FAMILY LIVING WITH YOU NOW WHO HAS JOINED THE FAMILY (SINCE Q131-PREV WAVE IW MONTH OF FINANCIAL R / Q132-PREV WAVE IW YEAR OF FINANCIAL R/IN THE LAST TWO YEARS) AND WHO HAD $5,000 OR MORE IN ASSETS OR DEBTS AT THE TIME THEY JOINED THE FAMILY?

If N32. ADDITION TO FAMILY WITH ASSETS OR D (F5700) != 5 or N32. ADDITION TO FAMILY WITH ASSETS OR D (F5700) != 8 or N32. ADDITION TO FAMILY WITH ASSETS OR D (F5700) != 9 »

| |  If N32. ADDITION TO FAMILY WITH ASSETS OR D (F5700) != 2 »

| | |  ========================================================================
| | | 
F5701
N33. VALUE OF ASSETS

N33. ALTOGETHER, WHAT WAS THE TOTAL DOLLAR VALUE OF ASSETS THAT WERE BROUGHT INTO THE FAMILY IN THAT WAY? DO NOT PROBE DK

| | |  If N33. VALUE OF ASSETS (F5701) was answered Don't know or N33. VALUE OF ASSETS (F5701) was refused »

| | | |  ========================================================================
| | | | 
F5702
N33A.>25K

N33A. DID IT AMOUNT TO LESS THAN $25,000, MORE THAN $25,000, OR WHAT?

| | | |  If N33A.>25K (F5702) != 3 or N33A.>25K (F5702) != 8 or N33A.>25K (F5702) != 9 »

| | | | |  If N33A.>25K (F5702) = 1 »

| | | | | |  ========================================================================
| | | | | | 
F5704
N33C.>10K

N33C. (DID IT AMOUNT TO) LESS THAN $10,000, MORE THAN $10,000, OR WHAT?

| | | | |  Else

| | | | | |  ========================================================================
| | | | | | 
F5703
N33B.>100K

N33B. (DID IT AMOUNT TO) LESS THAN $100,000, MORE THAN $100,000, OR WHAT?

| |  Else

| | |  ========================================================================
| | | 
F5705
N34. VALUE OF DEBTS

N34. ALTOGETHER, WHAT WAS THE TOTAL DOLLAR VALUE OF DEBTS THAT WERE BROUGHT INTO THE FAMILY IN THAT WAY? DO NOT PROBE DK

| | |  If N34. VALUE OF DEBTS (F5705) was answered Don't know or N34. VALUE OF DEBTS (F5705) was refused »

| | | |  ========================================================================
| | | | 
F5706
N34A.>10K

N34A. DID IT AMOUNT TO LESS THAN $10,000, MORE THAN $10,000, OR WHAT?

| | | |  If N34A.>10K (F5706) != 3 or N34A.>10K (F5706) != 8 or N34A.>10K (F5706) != 9 »

| | | | |  If N34A.>10K (F5706) = 1 »

| | | | | |  ========================================================================
| | | | | | 
F5708
N34C.>5K

N34C. (DID IT AMOUNT TO) LESS THAN $5,000, MORE THAN $5,000, OR WHAT?

| | | | |  Else

| | | | | |  ========================================================================
| | | | | | 
F5707
N34B.>25K

N34B. (DID IT AMOUNT TO) LESS THAN $25,000, MORE THAN $25,000, OR WHAT?

End of N1. Widowhood and Asset Changes (HouseHold)