| January 2013 | Health, Education, and the Post-Retirement Evolution of Household Assets
with James M. Poterba, Steven F. Venti, David A. Wise: w18695
|
| December 2012 | The Nexus of Social Security Benefits, Health, and Wealth at Death
with James M. Poterba, Steven F. Venti, David A. Wise: w18658
|
| February 2012 | Were They Prepared for Retirement? Financial Status at Advanced Ages in the HRS and AHEAD Cohorts
with James M. Poterba, Steven F. Venti, David A. Wise: w17824
|
| October 2011 | The Composition and Draw-down of Wealth in Retirement
with James M. Poterba, Steven F. Venti, David A. Wise: w17536
|
| January 2011 | The Drawdown of Personal Retirement Assets
with James M. Poterba, Steven F. Venti, David A. Wise: w16675
|
| September 2010 | The Asset Cost of Poor health
with James M. Poterba, Steven F. Venti, David A. Wise: w16389
|
| February 2010 | Family Status Transitions, Latent Health, and the Post-Retirement Evolution of Assets
with James M. Poterba, Steven F. Venti, David A. Wise: w15789
|
| October 2008 | Portfolio Substitution and the Revenue Cost of Exempting State and Local Government Interest Payments from Federal Income Tax
with James M. Poterba, Arturo Ramirez Verdugo: w14439
|
| August 2008 | Income Tax Provisions Affecting Owner-Occupied Housing: Revenue Costs and Incentive Effects
with James M. Poterba, Todd M. Sinai: w14253
|
| March 2008 | Taxes and Mutual Fund Inflows Around Distribution Dates
with Woodrow T. Johnson, James M. Poterba: w13884
|
| September 2007 | The Changing Landscape of Pensions in the United States
with James Poterba, Steven Venti, David A. Wise: w13381
|
| May 2007 | Rise of 401(k) Plans, Lifetime Earnings, and Wealth at Retirement
with James Poterba, Steven F. Venti, David A. Wise: w13091
|
| New Estimates of the Future Path of 401(k) Assets
with James Poterba, Steven Venti, David A. Wise: w13083
|
| February 2007 | Deferred Tax Positions and Incentives for Corporate Behavior Around Corporate Tax Changes
with James Poterba, Nirupama Rao, Jeri Seidman: w12923
|
| January 2007 | The Decline of Defined Benefit Retirement Plans and Asset Flows
with James Poterba, Steven Venti, David A. Wise: w12834
|
| October 2006 | Defined Contribution Plans, Defined Benefit Plans, and the Accumulation of Retirement Wealth
with James Poterba, Joshua Rauh, Steven Venti, David Wise: w12597
|
| May 2006 | Redistribution by Insurance Market Regulation: Analyzing a Ban on Gender-Based Retirement Annuities
with Amy Finkelstein, James Poterba, Casey Rothschild: w12205
|
| March 2006 | Testing for Adverse Selection with "Unused Observables"
with Amy Finkelstein, James Poterba: w12112
|
| January 2006 | Household Ownership of Variable Annuities
with Jeffrey Brown, James Poterba: w11964
|
| Lifecycle Asset Allocation Strategies and the Distribution of 401(k) Retirement Wealth
with James Poterba, Joshua Rauh, Steven Venti, David Wise: w11974
|
| October 2004 | The Impact of Population Aging on Financial Markets
w10851
|
| March 2004 | Valuing Assets in Retirement Saving Accounts
w10395
|
| February 2004 | Taxation and Corporate Payout Policy
w10321
|
| Tax-Motivated Trading by Individual Investors
with Zoran Ivkovich, James Poterba, Scott Weisbenner: w10275
|
| November 2003 | The Alternative Minimum Tax and Effective Marginal Tax Rates
with Daniel Feenberg, James Poterba: w10072
|
| August 2003 | Utility Evaluation of Risk in Retirement Saving Accounts
with James Poterba, Joshua Rauh, Steven Venti, David Wise: w9892
|
| January 2003 | Inter-Asset Differences in Effective Estate Tax Burdens
with James Poterba, Scott Weisbenner: w9456
|
| October 2002 | Asset Allocation and Asset Location: Household Evidence from the Survey of Consumer Finances
with Daniel Bergstresser, James Poterba: w9268
|
| February 2002 | Exchange Traded Funds: A New Investment Option for Taxable Investors
with James M. Poterba, John B. Shoven: w8781
|
| December 2001 | Copycat Funds: Information Disclosure Regulation and the Returns to Active Management in the Mutual Fund Industry
with Mary Margaret Myers, James M. Poterba, Douglas A. Shackelford: w8653
|
| November 2001 | The Transition to Personal Accounts and Increasing Retirement Wealth: Macro and Micro Evidence
with James M. Poterba, Steven F. Venti, David A. Wise: w8610
|
| June 2001 | Taxation, Risk-Taking, and Household Portfolio Behavior
w8340
|
| April 2001 | Taxation and Portfolio Structure: Issues and Implications
w8223
|
| December 2000 | Adverse Selection in Insurance Markets: Policyholder Evidence from the U.K. Annuity Market
with Amy Finkelstein, James Poterba: w8045
|
| November 2000 | Asset Location for Retirement Savers
with James M. Poterba, John B. Shoven, Clemens Sialm: w7991
|
| July 2000 | The Distributional Burden of Taxing Estates and Unrealized Capital Gains at the Time of Death
with James M. Poterba, Scott Weisbenner: w7811
|
| Mortality Risk, Inflation Risk, and Annuity Products
with Jeffrey R. Brown, Olivia S. Mitchell, James M. Poterba: w7812
|
| May 2000 | The Distribution of Payroll and Income Tax Burdens, 1979-1999
with Andrew Mitrusi, James Poterba: w7707
|
| March 2000 | New Evidence on the Money's Worth of Individual Annuities
with Olivia S. Mitchell, James M. Poterba, Mark J. Warshawsky: w6002
|
| Do After-Tax Returns Affect Mutual Fund Inflows?
with Daniel Bergstresser, James Poterba: w7595
|
| February 2000 | The Income and Tax Share of Very High Income Households, 1960-1995
with Daniel R. Feenberg, James M Poterba: w7525
|
| October 1999 | Taxation and Household Portfolio Composition: U.S. Evidence from the 1980s and 1990s
with James M. Poterba, Andrew Samwick: w7392
|
| August 1999 | Pre-Retirement Cashouts and Foregone Retirement Saving: Implications for 401(k) Asset Accumulation
with James M. Poterba, Steven F. Venti, David A. Wise: w7314
|
| July 1999 | Taxing Retirement Income: Nonqualified Annuities and Distributions from Qualified Accounts
with Jeffrey R. Brown, Olivia S. Mitchell, James M. Poterba, Mark J. Warshawsky: w7268
|
| June 1999 | Selection Effects in the Market for Individual Annuities: New Evidence from the United Kingdom
with Amy Finkelstein, James Poterba: w7168
|
| Joint Life Annuities and Annuity Demand by Married Couples
with Jeffrey R. Brown, James M. Poterba: w7199
|
| April 1999 | The Rate of Return to Corporate Capital and Factor Shares: New EstimatesUsing Revised National Income Accounts and Capital Stock Data
w6263
|
| March 1999 | Individual Financial Decisions in Retirement Saving Plans and The Provision of Resources for Retirement
with James M. Poterba, David A. Wise: w5762
|
| Implications of Rising Personal Retirement Saving
with James M. Poterba, Steven F. Venti, David A. Wise: w6295
|
| The Role of Real Annuities and Indexed Bonds in an Individual Accounts Retirement Program
with Jeffrey R. Brown, Olivia S. Mitchell, James M. Poterba: w7005
|
| January 1999 | The Costs of Annuitizing Retirement Payouts from Individual Accounts
with James M. Poterba, Mark J. Warshawsky: w6918
|
| December 1998 | Estate and Gift Taxes and Incentives for Inter Vivos Giving in the United States
w6842
|
| October 1998 | Population Age Structure and Asset Returns: An Empirical Investigation
w6774
|
| July 1998 | Fiscal Institutions and Public Sector Labor Markets
with James M. Poterba, Kim S. Rueben: w6659
|
| June 1998 | Capital Gains Tax Rules, Tax Loss Trading and Turn-of-the-Year Returns
with James M. Poterba, Scott J. Weisbenner: w6616
|
| December 1997 | The Estate Tax and After-Tax Investment Returns
w6337
|
| October 1997 | Do Budget Rules Work?
w5550
|
| State Fiscal Institutions and the U.S. Municipal Bond Market
with James M. Poterba, Kim S. Rueben: w6237
|
| September 1997 | Household Portfolio Allocation Over the Life Cycle
with James M. Poterba, Andrew A. Samwick: w6185
|
| August 1997 | Why do Economists Disagree About Policy?
with Victor R. Fuchs, Alan B. Krueger, James M. Poterba: w6151
|
| April 1997 | The History of Annuities in the United States
w6001
|
| January 1997 | Personal Retirement Saving Programs and Asset Accumulation: Reconciling the Evidence
with James M. Poterba, Steven F. Venti, David A. Wise: w5599
|
| Distributional Effects of Adopting a National Retail Sales Tax
with Daniel R. Feenberg, Andrew W. Mitrusi, James M. Poterba: w5885
|
| July 1996 | Demographic Structure and the Political Economy of Public Education
w5677
|
| June 1996 | Did 401(k) Plans Replace Other Employer Provided Pensions?
with Leslie E. Papke, Mitchell Petersen, James M. Poterba: w4501
|
| Tax Subsidies to Employer-Provided Health Insurance
with Jonathan Gruber, James Poterba: w5147
|
| Stock Market Yields and the Pricing of Municipal Bonds
with N. Gregory Mankiw, James M. Poterba: w5607
|
| March 1996 | Money, Output and Prices: Evidence from A New Monetary Aggregate
with Julio J. Rotemberg, John C. Driscoll, James M. Poterba: w3824
|
| February 1996 | Tax Incentives and the Decision to Purchase Health Insurance: Evidence from the Self-Employed
with Jonathan Gruber, James M. Poterba: w4435
|
| Budget Institutions and Fiscal Policy in the U.S. States
w5449
|
| January 1996 | Stock Ownership Patterns, Stock Market Fluctuations, and Consumption
with James M. Poterba, Andrew A. Samwick: r2027
|
| Do 401(k) Contributions Crowd Out Other Persoanl Saving?
with James M. Poterba, Steven F. Venti, David A. Wise: w4391
|
| December 1995 | 401(k) Plans and Tax-Deferred Saving
with James M. Poterba, Steven F. Venti, David A. Wise: w4181
|
| Government Intervention in the Markets for Education and Health Care: How and Why?
w4916
|
| October 1995 | The Effects of Special Saving Programs on Saving and Wealth
with James M. Poterba, Steven F. Venti, David A. Wise: w5287
|
| Lump-Sum Distributions from Retirement Saving Plans: Receipt and Utilization
with James M. Poterba, Steven F. Venti, David A. Wise: w5298
|
| September 1995 | Unemployment Benefits, Labor Market Transitions, and Spurious Flows: A Multinational Logit Model with Errors in Classification
with James M. Poterba, Lawrence H. Summers: w4434
|
| August 1995 | State Responses to Fiscal Crisis: The Effects of Budgetary Institutionsand Politics
w4375
|
| May 1994 | The Distribution of Public Sector Wage Premia: New Evidence Using Quantile Regression Methods
with James M. Poterba, Kim S. Rueben: w4734
|
| April 1994 | Congressional Distributive Politics and State Economic Performance
with Steven D. Levitt, James M. Poterba: w4721
|
| February 1994 | Employee Decisions with Respect to 401(k) Plans: Evidence From Individual-Level Data
with Andrea L. Kusko, James M. Poterba, David W. Wilcox: w4635
|
| June 1993 | Income Inequality and the Incomes of Very High Income Taxpayers: Evidence from Tax Returns
with Daniel Feenberg, James Poterba: w4229
|
| December 1992 | Capital Budgets, Borrowing Rules, and State Capital Spending
w4235
|
| July 1992 | Which Households Own Municipal Bonds? Evidence From Tax Returns
with Daniel R. Feenberg, James M. Poterba: w3900
|
| March 1992 | House Price Dynamics: The Role of Tax Policy and Demography
r1706
|
| Dividends, Capital Gains, and the Corporate Veil: Evidence from Britain, Canada, and the United States
w2975
|
| January 1992 | Taxation and Housing: Old Questions, New Answers
w3963
|
| December 1991 | Tax Policy to Combat Global Warming: On Designing a Carbon Tax
w3649
|
| Why Didn't the Tax Reform Act of 1986 Raise Corporate Taxes?
w3940
|
| September 1991 | Taxation and Housing Markets: Preliminary Evidence on the Effects of Recent Tax Reforms
w3270
|
| April 1991 | An Aging Society: Opportunity or Challenge?
with David M. Cutler, James M. Poterba, Louise M. Sheiner, Lawrence H. Summers: r1559
|
| March 1991 | Japanese and U.S. Cross-Border Common Stock Investments
with Kenneth R. French, James M. Poterba: r1537
|
| January 1991 | Speculative Dynamics and the Role of Feedback Traders
with David M. Cutler, James M. Poterba, Lawrence H. Summers: w3243
|
| Is the Gasoline Tax Regressive?
w3578
|
| Investor Diversification and International Equity Markets
with Kenneth R. French, James M. Poterba: w3609
|
| April 1990 | Recent Evidence on Budget Deficits and National Savings
with James M. Poterba, Lawrence H. Summers: w2144
|
| Inflation And Taxation With Optimizing Governments
with James M. Poterba, Julio J. Rotemberg: w2567
|
| Tax Reform and the Market For Tax-Exempt Debt
w2900
|
| March 1990 | Were Japanese Stock Prices Too High?
with Kenneth R. French, James M. Poterba: w3290
|
| January 1990 | Speculative Dynamics
with David M. Cutler, James M. Poterba, Lawrence H. Summers: w3242
|
| December 1989 | Second Mortgages and Household Saving
with Joyce M. Manchester, James M. Poterba: w2853
|
| July 1989 | Mean Reversion in Stock Prices: Evidence and Implications
with James M. Poterba, Lawrence H. Summers: w2343
|
| What Moves Stock Prices?
with David M. Cutler, James M. Poterba, Lawrence H. Summers: w2538
|
| Venture Capital and Capital Gains Taxation
w2832
|
| Lifetime Incidence and the Distributional Burden of Excise Taxes
w2833
|
| June 1988 | Money in the Utility Function: An Empirical Implementation
with James M. Poterba, Julio J. Rotemberg: w1796
|
| March 1988 | How Burdensome are Capital Gains Taxes?
w1871
|
| February 1988 | Tax Policy and Corporate Saving
r0989
|
| Household Behavior and the Tax Reform Act of 1986
with Jerry A. Hausman, James M. Poterba: w2120
|
| November 1987 | Public Policy Implications of Declining Old-Age Mortality
with James M. Poterba, Lawrence H. Summers: r0934
|
| October 1987 | Tax Evasion and Capital Gains Taxation
w2119
|
| September 1987 | Why Have Corporate Tax Revenues Declined?
with Alan J. Auerbach, James M. Poterba: w2118
|
| March 1987 | Adjusting the Gross Changes Data: Implications for Labor Market Dynamics
with James M. Poterba, Lawrence H. Summers: w1436
|
| February 1987 | The Persistence of Volatility and Stock Market Fluctuations
with James M. Poterba, Lawrence H. Summers: w1462
|
| A Tax-Based Test for Nominal Rigidities
with James M. Poterba, Julio J. Rotemberg, Lawrence H. Summers: w1627
|
| August 1986 | Expected Future Tax Policy and Tax-Exempt Bond Yields
w1469
|
| July 1986 | Interpreting Ex-Dividend Evidence: The Citizens Utilities Case Reconsidered
w1131
|
| June 1986 | Finite Lifetimes and the Crowding Out Effects of Budget Deficits
with James M. Poterba, Lawrence H. Summers: w1955
|
| March 1986 | Tax Loss Carryforwards and Corporate Tax Incentives
with Alan J. Auerbach, James M. Poterba: w1863
|
| June 1985 | The Economic Effects of Dividend Taxation
with James M. Poterba, Lawrence H. Summers: w1353
|
| May 1985 | Inflation, Income Taxes, and Owner-Occupied Housing
w0553
|
| February 1985 | New Evidence that Taxes Affect the Valuation of Dividends
with James M. Poterba, Lawrence H. Summers: w1288
|
| November 1984 | Unemployment Insurance and Reservation Wages
with Martin Feldstein, James M. Poterba: w1011
|
| July 1984 | Survey Response Variation in the Current Population Survey
with James M. Poterba, Lawrence H. Summers: w1109
|
| March 1984 | Dividend Taxes, Corporate Investment, and "Q"
with James M. Poterba, Lawrence H. Summers: w0829
|
| 1984 | State and Local Taxes and the Rate of Return on Nonfinancial Corporate Capital (revised as W0740)
with Martin Feldstein, James M. Poterba: w0508
|
| June 1983 | Multiple Shooting in Rational Expectations Models
with David Lipton, James M. Poterba, Jeffrey Sachs, Lawrence H. Summers: t0003
|
| September 1981 | The Effective Tax Rate and the Pretax Rate of Return
with Martin Feldstein, James M. Poterba, Louis Dicks-Mireaux: w0740
|
