This framework was developed in the Generation Squeeze Lab at the University of British Columbia.  The ideas included in it were developed, in part, with support from a Social Sciences and Humanities Research Council (SSHRC) grant titled “Budgeting for all generations.”  Below is a short list of research literature that speaks to the ideas included in this game plan. 

Kershaw, P. and L. Anderson (2016). "Measuring the Age Distribution in Canadian Social Spending." Canadian Public Administration 59(4): 556-579.

Kershaw, P. (2018). "Intergenerational Justice in Public Finance: A Canadian Case Study." Intergenerational Justice Review 12(1): 32-46.

Kershaw, P. (2018). "A Tax Shift -- The Case for Rebalancing the Tax Treatment of Earnings and Housing Wealth." Canadian Tax Journal 66(3): 585-604.

Kershaw, P. (2022). "Canada's Tax System Fuels a Cultural Addiction to High and Rising Home Prices." Perspectives on Tax Law & Policy 3(3): 1-5.           

Kershaw, P. (2020). "A 'health in all policies' review of Canadian public finance." Canadian Journal of Public Health(111): 8-20.

Kershaw, P. (2018). "The need for health in all policies in Canada." Canadian Medical Association Journal 190(64): E64-65.

Vanhuysse, P., et al. (2021). "Welfare states as lifecycle redistribution machines: Decomposing the roles of age and socio-economic status shows that European tax-and-benefit systems primarily redistribute across age groups." PLoS ONE 16(8): e0255760. https://doi.org/0255710.0251371/journal.pone.0255760.

Vanhuysse, P. (2013) Intergenerational Justice in Aging Societies:  A Cross-national Comparison of 29 OECD Countries. 

Tepe, M. and P. Vanhuysse (2010). "Elderly bias, new social risks and social spending: change and timing in eight programmes across four worlds of welfare, 1980-2003." Journal of European Social Policy 20(3): 217-234.           

Kotlikoff, L. (2017). "Measuring Intergenerational Justice." Intergenerational Justice Review 11(2): 56-63.           

Kotlikoff, L. and S. Burns (2012). Clash of Generations:  Saving Ourselves, Our Kids and Our Economy. Cambridge, MIT Press.           

Bradshaw, J. and J. Holmes (2013). "An Analysis of Equity in Redistribution to the Retired and Children over Recent Decades in the OECD and UK." Journal of Social Policy 42(1): 39-56.

Lee, R. and A. Mason, Eds. (2011). Population Aging and the Generational Economy:  A Global Perspective. Cheltenham, UK, Edward Elgar Publishing Limited.

Oreopoulos, P. and L. J. Kotlikoff (1996). "Restoring Generational Balance in Canada." Choices 2(1): 2-52.

Auerbach, A. J., et al. (1991). Generational Accounts: A Meaningful Alternative to Deficit Accounting. Tax Policy and the Economy, NBER. vol. 5.