Abstract
The debate over the causal direction of the social cause theory, which emphasizes the impact of the socioeconomic environment, and the social choice theory, which highlights individual characteristics, is important in that it affects overall public policy and practice intervention in conjunction with the mainstream societal welfare paradigm. This debate over whether income affects health, or health affects income, has recently surfaced in Korea. In this context, this study investigates the longitudinal relationship between retirees’ household income and depression from an interactionist perspective. The data were obtained from the 4th (2011), 5th (2013), and 6th (2015) waves of the Korean Retirement and Income Study Panel. An autoregressive cross-lagged analysis was conducted using a sample of 3,987 retirees who had work experience. The results show that retirees’ early income status and depression are largely maintained over time. The results also indicate a reciprocal relationship between retirees’ family income and depression. Together, these findings support the interactionist model, as the association between retirees’ family income and depression involves reciprocity and mutual influence across time. The findings also have major implications for policy and interventions with regard to family income and the health of retirees.
Similar content being viewed by others
Notes
Kim et al., (2000) reported that the factor structure of the CES-D did not vary much across age groups, and this study applied the results of the survey conducted on elderly people aged 60 or older.
In the CES-D, scores higher than 16 out of a total 60 points are classified as depressive states. We did not classify such scores as depressive states but added them for use as continuous variables.
The reason why the average of major variables change with time is related to various factors such as panel characteristics, age effects or other external events, and overrepresentation of a specific group. In this regard, a separate study (e.g., Latent Growth Curve Model) is needed to link the social flow or policy situation at each point in time. An interpretation close to inference was attempted, but not a strict interpretation of the changes in the average values of income and health variables, which are the main variables of this study
Model 7, which was finally selected in this study, is not an absolutely perfect model. However, its selection means that it was judged as the best in comparison with various alternative models, including the base model.
References
Adesanya, A., Rojas, O., Darboe, B. M., A., & Beogo, I. (2017). Socioeconomic differential in self-assessment of health and happiness in 5 African countries: Finding from World Value Survey. PLOS ONE, 12(11), e0188281. https://doi.org/10.1371/journal.pone.0188281
Ahuvia, A., Thin, N., Haybron, D. M., Biswas-Diener, R., Ricard, M., & Timsit, J. (2015). Happiness: An interactionist perspective. International Journal of Wellbeing, 5(1), 1–18. https://doi.org/10.5502/ijw.v5i1.1
Arbuckle, J. L. (2006). Amos (version 7.0) [Computer software]. SPSS
Atalay, K., Barrett, G. F., & Staneva, A. (2019). The effect of retirement on elderly cognitive functioning. Journal of Health Economics, 66, 37–53. https://doi.org/10.1016/j.jhealeco.2019.04.006
Baek, E. Y. (2008). Determinants of retirement income adequacy and persistency of the retirees. Korean Social Security Studies, 24(2), 27–51
Braithwaite, J., & Mont, D. (2009). Disability and poverty: A survey of World Bank poverty assessments and implications. Alter, 3(3), 219–232. https://doi.org/10.1016/j.alter.2008.10.002
Cha, K. W., & Kim, Y. J. (2009). A comparison of household characteristics by retirement types: Focused on traditional retirement and gradual retirement. Korean Family Resource Management Association, 13(4), 95–114
Chang, J. (2003). Career transitions of the older workers. Korean Journal of Sociology, 37(2), 95–121
Chen, F. F. (2007). Sensitivity of goodness of fit indexes to lack of measurement invariance. Structural Equation Modeling: A Multidisciplinary Journal, 14(3), 464–504. https://doi.org/10.1080/10705510701301834
Cheung, G. W., & Rensvold, R. B. (2002). Evaluating goodness-of-fit indexes for testing measurement invariance. Structural Equation Modeling: A Multidisciplinary Journal, 9(2), 233–255. https://doi.org/10.1207/S15328007SEM0902_5
Commission on Social Determinants of Health (2008). Closing the gap in a generation. World Health Organization. Closing the gap in a generation: health equity through action on the social determinants of health - Final report of the commission on social determinants of health (who.int)
Conger, R. D., Conger, K. J., & Martin, M. J. (2010). Socioeconomic status, family processes, and individual development. Journal of Marriage and the Family, 72(3), 685–704. https://doi.org/10.1111/j.1741-3737.2010.00725.x
Conger, R. D., Martin, M. J., Masarik, A. S., Widaman, K. F., & Donnellan, M. B. (2015). Social and economic antecedents and consequences of adolescent aggressive personality: Predictions from the interactionist model. Development and Psychopathology, 27(4 Pt), 1111–1127. https://doi.org/10.1017/S0954579415000711
Davies, N. M., Dickson, M., Davey Smith, G. D., Van den Berg, G. J., & Windmeijer, F. (2018). The causal effects of education on health outcomes in the UK Biobank. Nature Human Behaviour, 2(2), 117–125. https://doi.org/10.1038/s41562-017-0279-y
Dean, E. E., Shogren, K. A., Hagiwara, M., & Wehmeyer, M. L. (2018). How does employment influence health outcomes? A systematic review of the intellectual disability literature. Journal of Vocational Rehabilitation, 49(1), 1–13. https://doi.org/10.3233/JVR-180950
Ding, W., Lehrer, S. F., Rosenquist, J. N., & Audrain-McGovern, J. (2009). The impact of poor health on academic performance: New evidence using genetic markers. Journal of Health Economics, 28(3), 578–597. https://doi.org/10.1016/j.jhealeco.2008.11.006
Ebbinghaus, B., & Radl, J. (2015). Pushed out prematurely? Comparing objectively forced exits and subjective assessments of involuntary retirement across Europe. Research in Social Stratification and Mobility, 41, 115–130. https://doi.org/10.1016/j.rssm.2015.04.001
Eide, E. R., Showalter, M. H., & Goldhaber, D. D. (2010). The relation between children’s health and academic achievement. Children and Youth Services Review, 32(2), 231–238. https://doi.org/10.1016/j.childyouth.2009.08.019
Franke, S., & Kulu, H. (2018). Mortality differences by partnership status in England and Wales: The Effect of Living Arrangements or Health Selection? European Journal of Population, 34, 87–118. https://doi.org/10.1007/s10680-017-9423-7
Galama, T. J., & Van Kippersluis, H. (2019). A theory of socio-economic disparities in health over the life cycle. Economic Journal, 129(617), 338–374. https://doi.org/10.1111/ecoj.12577
Giddens, A., & Sutton, P. W. (2014). Essential concepts in sociology. Polity Press
Gorry, A., Gorry, D., & Slavov, S. N. (2018). Does retirement improve health and life satisfaction? Health Economics, 27(12), 2067–2086. https://doi.org/10.1002/hec.3821
Gottlieb, D. H., Rosso, D., Sheikhi, L. D., Gottlieb, F., McCowan, A., B., & Capitanio, J. P. (2018). Personality, environmental stressors, and diarrhea in rhesus macaques: An interactionist perspective. American Journal of Primatology, 80(12), e22908. https://doi.org/10.1002/ajp.22908
Gupta, A. E., & Huston, A. C. (2009). Depressive symptoms and economic outcomes of low-income women: A review of the social causation, social selection, and interactionist hypotheses. Social Issues and Policy Review, 3(1), 103–140. https://doi.org/10.1111/j.1751-2409.2009.01012.x
Hahn, R. A., & Truman, B. I. (2015). Education improves public health and promotes health equity. International Journal of Health Services: Planning Administration Evaluation, 45(4), 657–678. https://doi.org/10.1177/0020731415585986
Lee, H. S., Kwak, M. J., & Kim, M. J. (2013). The changes of household economic structures according to retirement. Journal of Consumption Culture, 16(2), 171–200. https://doi.org/10.17053/jcc.2013.16.2.008
Heggebø, K. (2015). Unemployment in Scandinavia during an economic crisis: Cross-national differences in health selection. Social Science and Medicine, 130, 115–124. https://doi.org/10.1016/j.socscimed.2015.02.010
Hoffmann, R., Kröger, H., & Geyer, S. (2019). Social causation versus health selection in the life course: Does their relative importance differ by dimension of SES? Social Indicators Research, 141(3), 1341–1367. https://doi.org/10.1007/s11205-018-1871-x
Holman, D., & Walker, A. (2018). Social Quality and Health: Examining Individual and Neighbourhood Contextual Effects Using a Multilevel Modelling Approach. Social Indicators Research, 138(1), 245–270. https://doi.org/10.1007/s11205-017-1640-2
Hong, K. J. (2004). Dynamic analysis of poverty: Focusing on the length of poverty spells. Korean Journal of Social Welfare Studies, 24, 187–210
Hong, S. H. (2007). Theory and practice of structural equation modeling. Advanced Research Methodology Workshop Series. Seoul, Korea: Yonsei University Graduate School of Social Welfare
Hong, S. H. (2010). Structural equation modeling: Intermediate. Professor Sehee Hong’s advanced research methodology workshop (8.). Seoul, Korea: S & M Research Group
Hong, S. H., Kim, W. J., & Park, M. S. (2007). Testing the autoregressive cross-lagged effects between adolescents’ internet addiction and communication with parents: Multigroup analysis across gender. Korean Journal of Educational Psychology, 21(1), 129–143
Huber, M., Knottnerus, J. A., Green, L., van der Horst, H., Jadad, A. R., Kromhout, D., Leonard, B., Lorig, K., Loureiro, M. I., van der Meer, J. W. M., Schnabel, P., Smith, R., van Weel, C., & Smid, H. (2011). How should we define health? Bmj, 343, d4163. https://doi.org/10.1136/bmj.d4163
Im, J. S. (2010). The Longitudinal Relationship between Depression and Aggression in Adolesecnts Adapting the Autoregressive Cross-lagged Model. Korean Journal of Social Welfare, 62(2), 161–185
Jackson, M. I. (2015). Cumulative inequality in child health and academic achievement. Journal of Health and Social Behavior, 56(2), 262–280. https://doi.org/10.1177/0022146515581857
Jeon, H. S. (2014). A study on longitudinal relationship between income and health among the individuals with disabilities: Focusing on age differences. Disability & Employment, 24(4), 50–70. https://doi.org/10.15707/disem.2014.24.4.003
Ji, E. J. (2006). Middle-old age’s retirement transition, old age income security and the support of gradual retirement. Korean Journal of Social Welfare, 58(3), 135–168
Jung, E. H. (2018). A longitudinal study of the reciprocal relationship between depression and income in Korean society - Focused on a test of social causation and selection hypothesis. Mental Health & Social Work, 46(2), 150–178. https://doi.org/10.24301/MHSW.2018.06.46.2.150
Jung, Y., Oh, J., Huh, S., & Kawachi, I. (2013). The effects of employment conditions on smoking status and smoking intensity: The analysis of Korean labor & income panel 8(th)-10(th) wave. PLOS ONE, 8(2), e57109. https://doi.org/10.1371/journal.pone.0057109
Kahng, S. K., & Kwon, T. Y. (2008). An exploratory study on the effects of socioeconomic status on depressive symptoms across lifespan. Mental Health & Social Work, 30, 332–355
Kho, H. J., & Joung, S. H. (2013). A study on the typology of Korean retirees by using the method of mixture model. Journal of Consumption Culture, 16(1), 61–88. https://doi.org/10.17053/jcc.2013.16.1.004
Kiely, K. M., & Butterworth, P. (2014). Mental health selection and income support dynamics: Multiple spell discrete-time survival analyses of welfare receipt. Journal of Epidemiology and Community Health, 68(4), 349–355. https://doi.org/10.1136/jech-2013-203179
Kim, C. Y., Kim, M. H., Lee, T. J., & Son, J. I. (2015). Health inequality in Korea. Seoul National University Press
Kim, D. H., & Um, M. Y. (2016). An Empirical Test of the Interactionist Model on the Relationship Between Household Income, Main Caregiver Depression, and Youth Aggression. Korean Journal of Social Welfare Studies, 47(1), 151–178
Kim, J. Y., Choi, S. M., Seo, K. H., Cho, S. J., Kim, J. K., & Cho, M. J. (2000). Factor structure of the Center for Epidemiologic Studies Depression Scale (CES-D) – Cultural difference in expressing depressive symptoms in Koreans. Korean Journal of Psychopathology, 9(1), 78–87
Kim, K. J., Conger, R. D., Elder, G. H. Jr., & Lorenz, F. O. (2003). Reciprocal influences between stressful life events and adolescent internalizing and externalizing problems. Child Development, 74(1), 127–143. https://doi.org/10.1111/1467-8624.00525
Kim, M. J. (2011). Income adequacy according to a change in level for incomes and expenditures of retirement households. Journal of Financial Planning Review, 4(2), 83–109
Kim, T. S., & Son, B. D. (2016). Poverty theory. Hyungjisa
Kim, Y. J., & Jeong, M. K. (2018). Predictors of physical health trajectory among middle- and older adults- Focusing on impacts of retirement characteristics-. Journal of Community Welfare, 64, 1–24. https://doi.org/10.15300/jcw.2018.64.1.1
Kim, Y. J. (2016). A study on depression level following different retirement types in middle and late life [Master’s thesis. Seoul National University]. RISS, Retrieved from http://www.riss.kr.access.yonsei.ac.kr/link?id=T14227687
Koo, I. H. (2003). Economic crisis and adolescent development: The effect of family economic loss on adolescents’ educational attainment. Korean Journal of Social Welfare, 53(1), 7–30
Korean Society for Equity in Health. (2007). Methods in health inequalities measurement. Hanul Academy
Kröger, H., Pakpahan, E., & Hoffmann, R. (2015). What causes health inequality? A systematic review on the relative importance of social causation and health selection. European Journal of Public Health, 25(6), 951–960. https://doi.org/10.1093/eurpub/ckv111
Kuusi, T., Martikainen, P., & Valkonen, T. (2019). The influence of old-age retirement on health. ETLA Working Papers, 67
Kwon, H. C., Song, H. J., Lee, E. Y., Im, R., Park, S. H., & Jeong, H. S. (2011). The 4th economic life and preparation for retirement of middle aged and elderly in Korea – Korean Retirement and Income Study Panel Analysis report. National Pension Research Institute
Lee, A. Y. (2018). The effects of retirement on mental health and cognitive function. Health Welfare Issue & Focus, 357, 1–8
Lee, H. N., & Park, D. B. (2012). A study on poverty, deprivation, isolation and life satisfaction among disable and nondisabled household. Journal of Rehabilitation Research, 16(1), 1–23
Lee, S. W. (2009). Comparing poverty rates of households with and without disabled people based on income and consumption- Using the standard of living approach-. Korean Journal of Social Welfare Studies, 40(4), 431–452. https://doi.org/10.16999/kasws.2009.40.4.431
Lee, T. K., Wickrama, K. A. S., & Simons, L. G. (2013). Chronic family economic hardship, family processes and progression of mental and physical health symptoms in adolescence. Journal of Youth and Adolescence, 42(6), 821–836. https://doi.org/10.1007/s10964-012-9808-1
Lee, W., & Kim, D. K. (2015). A study on the factors affecting self-rated health of people with disabilities: Focusing on social exclusion and socioeconomic status. Korean Journal of Social Welfare Research, 47, 133–158
Lee, W., & Im, R. (2014). Study for the relationship between perceptions of inequality and deprivation in Korea: Focusing on the mediating role of depression. Health and Social Welfare Review, 34(4), 93–122. https://doi.org/10.15709/hswr.2014.34.4.93
Liu, Y., Zhao, Y., Song, H., & Tang, K. (2018). Social inequity in health awareness and its association with health service utilization in ethnic conflict regions in northeastern Myanmar. Journal of Public Health, 26(3), 301–308. https://doi.org/10.1007/s10389-017-0867-3
Lo, L. W. T., & Chan, H. M. L. (2014). An empirical study of the retirement and bridge employment intentions of older workers. International Journal of Research Studies in Management, 3(2), 13–31. https://doi.org/10.5861/ijrsm.2014.863
MacKinnon, D. (2008). Introduction to statistical mediation analysis. Routledge
Malik, S., & Azeem, M. W. (2017). Pediatric depression: The latest in diagnosis and treatment. Psychiatric Annals, 47(10), 502–506. https://doi.org/10.3928/00485713-20170911-01
Malo, M. A., & Muñoz-Bullón, F. (2008). Long-term effects of involuntary job separations on labour careers. Journal of Socio-Economics, 37(2), 767–788. https://doi.org/10.1016/j.socec.2006.12.048
Marmot, M. (2004). The Status Syndrome: How social standings affects our health and longevity. Bloomsbury Publishing
Marmot, M. (2015). The health gap. Bloomsbury Publishing
Mazzonna, F., & Peracchi, F. (2017). Unhealthy retirement? Journal of Human Resources, 52(1), 128–151. https://doi.org/10.3368/jhr.52.1.0914-6627R1
McKenzie, S. K., Imlach Gunasekara, F. I., Richardson, K., & Carter, K. (2014). Do changes in socioeconomic factors lead to changes in mental health? Findings from three waves of a population based panel study. Journal of Epidemiology and Community Health, 68(3), 253–260. https://doi.org/10.1136/jech-2013-203013
Meade, A. W., Johnson, E. C., & Braddy, P. W. (2008). Power and sensitivity of alternative fit indices in tests of measurement invariance. Journal of Applied Psychology, 93(3), 568–592. https://doi.org/10.1037/0021-9010.93.3.568
National Pension Research Institute. (2017). Korean retirement and income study user guide. National Pension Service. êµë¯¼ì„ ë“ ë“ íê²ì°ê¸ì„ í¼í¼íê². (nps.or.kr)
Nordenfelt, L. (2007). The concepts of health and illness revisited. Medicine Health Care and Philosophy, 10(1), 5–10. https://doi.org/10.1007/s11019-006-9017-3
Norström, F., Virtanen, P., Hammarström, A., Gustafsson, P. E., & Janlert, U. (2014). How does unemployment affect self-assessed health? A systematic review focusing on subgroup effects. Bmc Public Health, 14(1), 1310. https://doi.org/10.1186/1471-2458-14-1310
Organization for Economic Cooperation and Development. (2018). OECD economic surveys: Korea. Paris: OECD. https://doi.org/10.1787/eco_surveys-kor-2018-en
Park, H. J., & Kang, M. Y. (2016). Effects of voluntary/involuntary retirement on their own and spouses’ depressive symptoms. Comprehensive Psychiatry, 66, 1–8. https://doi.org/10.1016/j.comppsych.2015.11.009
Park, K. S. (2004). Age gap and inequality in labor. In H. N. Bang (Ed.), Inequality in contemporary Korean society, (pp. 172–218). Hanul Academy
Pickett, K. E., & Wilkinson, R. G. (2015). Income inequality and health: A causal review. Social Science and Medicine, 128, 316–326. https://doi.org/10.1016/j.socscimed.2014.12.031
Radloff, L. S. (1977). The CES-D scale: A self-report depression scale for research in the general population. Applied Psychological Measurement, 1(3), 385–401. https://doi.org/10.1177/014662167700100306
Reiss, F. (2013). Socioeconomic inequalities and mental health problems in children and adolescents: A systematic review. Social Science and Medicine, 90, 24–31. https://doi.org/10.1016/j.socscimed.2013.04.026
Rudolph, K. D., Hammen, C., & Daley, S. E. (2006). Mood disorders. In D. A. Wolfe, & E. J. Mash (Eds.), Behavioral and emotional disorders in adolescents: Nature, assessment, and treatment (pp. 300–342). Guilford Press
Sen, A. (2002). Why health equity? Health Economics, 11(8), 659–666, Retrieved from https://doio.org/10.1002/hec.762. https://doi.org/10.1002/hec.762
Sheppard, F. H. (2018). Retirement: A concept for nurses to consider. Nursing Forum, 53(4), 498–503. https://doi.org/10.1111/nuf.12278
Statistics Korea (2014). Economic activity population survey: Results of additional survey of young and older people, 2014, Retrieved from https://kostat.go.kr/portal/korea/kor_nw/1/3/2/index.board
Taylor, P., & Earl, C. (2016). The social construction of retirement and evolving policy discourse of working longer. Journal of Social Policy, 45(2), 251–268. https://doi.org/10.1017/S0047279415000665
Therborn, G. (2013). The killing fields of inequality. Polity Press
Thorley, C. (2016). Education, education, mental health: Supporting secondary schools to play a central role in early intervention mental health services. Institute for Public Policy Research
Torssander, J., & Erikson, R. (2010). Stratification and mortality—A comparison of education, class, status, and income. European Sociological Review, 26(4), 465–474. https://doi.org/10.1093/esr/jcp034
Van den Bogaard, L., Henkens, K., & Kalmijn, M. (2014). So now what? Effects of retirement on civic engagement. Ageing and Society, 34(7), 1170–1192. https://doi.org/10.1017/S0144686X13000019
Van den Bogaard, L., Henkens, K., & Kalmijn, M. (2016). Retirement as a relief? The role of physical job demands and psychological job stress for effects of retirement on self-rated health. European Sociological Review, 32(2), 295–306. https://doi.org/10.1093/esr/jcv135
Van Zon, S. K. R., Reijneveld, S. A., Mendes de Leon, C. F. M., & Bültmann, U. (2017). The impact of low education and poor health on unemployment varies by work life stage. International Journal of Public Health, 62(9), 997–1006. https://doi.org/10.1007/s00038-017-0972-7
Von Bonsdorff, M. E., Shultz, K. S., Leskinen, E., & Tansky, J. (2009). The choice between retirement and bridge employment: A continuity theory and life course perspective. International Journal of Aging and Human Development, 69(2), 79–100. https://doi.org/10.2190/AG.69.2.a
Warr, P., Butcher, V., Robertson, I., & Callinan, M. (2004). Older people’s well-being as a function of employment, retirement, environmental characteristics and role preference. British Journal of Psychology, 95(3), 297–324. https://doi.org/10.1348/0007126041528095
West, S. G., Finch, J. F., & Curran, P. J. (1995). Structural equation models with nonnormal variables: Problems and remedies. In R. H. Hoyle (Ed.), Structural equation modeling: Concepts, issues, and applications, (pp. 56–75). Sage
Wickham, S., Barr, B., & Taylor-Robinson, D. (2016). Impact of moving into poverty on maternal and child mental health: Longitudinal analysis of the Millennium Cohort Study. The Lancet, 388, 4. https://doi.org/10.1016/S0140-6736(16)32240-1
Wilkinson, R. G. (1996). Unhealthy societies: The affliction of inequality. Routledge
Wilkinson, R. G. (2005). The impact of inequality: How to make sick societies healthier. Routledge
Wilkinson, R. G., & Pickett, K. E. (2018). The inner level. Penguin Books Ltd
Yoon, S. Y., & Kim, T. W. (2009). The impact of disability costs on the poverty rate of the households with the disabled members. Journal of Rehabilitation Research, 13(1), 61–83
Zaniboni, S., Sarchielli, G., & Fraccaroli, F. (2010). How are psychosocial factors related to retirement intentions? International Journal of Manpower, 31(3), 271–285. https://doi.org/10.1108/01437721011050576
Zhan, Y., Wang, M., Liu, S., & Shultz, K. S. (2009). Bridge employment and retirees’ health: A longitudinal investigation. Journal of Occupational Health Psychology, 14(4), 374–389. https://doi.org/10.1037/a0015285
Zhao, Y., Tang, K., Li, B., & Zhang, S. (2018). Health inequity in the post-conflict ethnic regions of northeastern Myanmar: A cross-sectional survey. The Lancet Global Health, 6, 6. https://doi.org/10.1016/S2214-109X(18)30135-9
Zhu, R. (2016). Retirement and its consequences for women’s health in Australia. Social Science and Medicine, 163, 117–125. https://doi.org/10.1016/j.socscimed.2016.04.003
Acknowledgements
This work is a revised and supplemented version of the paper presented at the 6th Korean Retirement and Income Study (KReIS) conference.
Funding
The authors received no financial support for the research, authorship, and/or publication of this article.
Author information
Authors and Affiliations
Corresponding author
Ethics declarations
Conflict of Interest
The authors declare no potential conflicts of interest with respect to the research, authorship, and/or publication of this article.
Additional information
Publisher’s Note
Springer Nature remains neutral with regard to jurisdictional claims in published maps and institutional affiliations.
Rights and permissions
Springer Nature or its licensor holds exclusive rights to this article under a publishing agreement with the author(s) or other rightsholder(s); author self-archiving of the accepted manuscript version of this article is solely governed by the terms of such publishing agreement and applicable law.
About this article
Cite this article
Lee, W., Im, R. An Empirical Assessment of the Interactionist Model: The Relationship Between Household Income and Depression Among Retirees in Korea. Applied Research Quality Life 18, 729–751 (2023). https://doi.org/10.1007/s11482-022-10096-2
Received:
Revised:
Accepted:
Published:
Issue Date:
DOI: https://doi.org/10.1007/s11482-022-10096-2