NATIONAL BUREAU OF ECONOMIC RESEARCH
NATIONAL BUREAU OF ECONOMIC RESEARCH

NBER Working Papers by James M. Poterba

Contact and additional information for this authorAll NBER papers and publicationsNBER Working Papers onlyInformation about this author at RePEc

Working Papers

September 2014Do Required Minimum Distributions Matter? The Effect of the 2009 Holiday On Retirement Plan Distributions
with Jeffrey R. Brown, David Richardson: w20464
February 2014Retirement Security in an Aging Society
w19930
January 2013Health, Education, and the Post-Retirement Evolution of Household Assets
with Steven F. Venti, David A. Wise: w18695

Published: James Poterba & Steven Venti & David A. Wise, 2013. "Health, Education, and the Postretirement Evolution of Household Assets," Journal of Human Capital, University of Chicago Press, vol. 7(4), pages 297 - 339. citation courtesy of

December 2012The Nexus of Social Security Benefits, Health, and Wealth at Death
with Steven F. Venti, David A. Wise: w18658

Published: The Nexus of Social Security Benefits, Health, and Wealth at Death, James M. Poterba, Steven F. Venti, David A. Wise. in Discoveries in the Economics of Aging, Wise. 2014

February 2012Were They Prepared for Retirement? Financial Status at Advanced Ages in the HRS and AHEAD Cohorts
with Steven F. Venti, David A. Wise: w17824

Published: Were They Prepared for Retirement? Financial Status at Advanced Ages in the HRS and AHEAD Cohorts, James M. Poterba, Steven F. Venti, David A. Wise. in Investigations in the Economics of Aging, Wise. 2012

October 2011The Composition and Draw-down of Wealth in Retirement
with Steven F. Venti, David A. Wise: w17536

Published: James Poterba & Steven Venti & David Wise, 2011. "The Composition and Drawdown of Wealth in Retirement," Journal of Economic Perspectives, American Economic Association, vol. 25(4), pages 95-118, Fall. citation courtesy of

January 2011The Drawdown of Personal Retirement Assets
with Steven F. Venti, David A. Wise: w16675
September 2010The Asset Cost of Poor health
with Steven F. Venti, David A. Wise: w16389
February 2010Family Status Transitions, Latent Health, and the Post-Retirement Evolution of Assets
with Steven F. Venti, David A. Wise: w15789

Published: Family Status Transitions, Latent Health, and the Post-Retirement Evolution of Assets, James M. Poterba, Steven F. Venti, David A. Wise. in Explorations in the Economics of Aging, Wise. 2011

October 2008Portfolio Substitution and the Revenue Cost of Exempting State and Local Government Interest Payments from Federal Income Tax
with Arturo Ramirez Verdugo: w14439

Published: 108. "Portfolio Substitution and the Revenue Cost of the Federal Income Tax Exemption for State and Local Government Bonds," National Tax Journal 64 (2011), number 2 (part 2), 591-614. (with A. Ramirez Verdugo)

August 2008Income Tax Provisions Affecting Owner-Occupied Housing: Revenue Costs and Incentive Effects
with Todd M. Sinai: w14253

Published: Todd Sinai, James Poterba (2011), Revenue Costs and Incentive Effects of the Mortgage Interest Deduction for Owner-Occupied Housing, National Tax Journal, 64 (2), 531 - 564

March 2008Taxes and Mutual Fund Inflows Around Distribution Dates
with Woodrow T. Johnson: w13884
September 2007The Changing Landscape of Pensions in the United States
with Steven Venti, David A. Wise: w13381
May 2007Rise of 401(k) Plans, Lifetime Earnings, and Wealth at Retirement
with Steven F. Venti, David A. Wise: w13091

Published: The Rise of 401(k) Plans, Lifetime Earnings, and Wealth at Retirement, James M. Poterba, Steven F. Venti, David A. Wise. in Research Findings in the Economics of Aging, Wise. 2010

New Estimates of the Future Path of 401(k) Assets
with Steven Venti, David A. Wise: w13083

Published: New Estimates of the Future Path of 401(k) Assets, James M. Poterba, Steven F. Venti, David A. Wise. in Tax Policy and the Economy, Volume 22, Poterba. 2008

February 2007Deferred Tax Positions and Incentives for Corporate Behavior Around Corporate Tax Changes
with Nirupama Rao, Jeri Seidman: w12923

Published: Poterba, James M., Nirupama S. Rao, and Jeri K. Seidman. "Deferred Tax Positions and Incentives for Corporate Behavior Around Corporate Tax Changes." National Tax Journal 64, 1 (March 2011): 27-57.

January 2007The Decline of Defined Benefit Retirement Plans and Asset Flows
with Steven Venti, David A. Wise: w12834

Published:

October 2006Defined Contribution Plans, Defined Benefit Plans, and the Accumulation of Retirement Wealth
with Joshua Rauh, Steven Venti, David Wise: w12597

Published:

May 2006Redistribution by Insurance Market Regulation: Analyzing a Ban on Gender-Based Retirement Annuities
with Amy Finkelstein, Casey Rothschild: w12205

Published: Finkelstein, Amy & Poterba, James & Rothschild, Casey, 2009. "Redistribution by insurance market regulation: Analyzing a ban on gender-based retirement annuities," Journal of Financial Economics, Elsevier, vol. 91(1), pages 38-58, January. citation courtesy of

March 2006Testing for Asymmetric Information Using 'Unused Observables' in Insurance Markets: Evidence from the U.K. Annuity Market
with Amy Finkelstein: w12112
January 2006Household Ownership of Variable Annuities
with Jeffrey Brown: w11964

Published:

Lifecycle Asset Allocation Strategies and the Distribution of 401(k) Retirement Wealth
with Joshua Rauh, Steven Venti, David Wise: w11974

Published:

October 2004The Impact of Population Aging on Financial Markets
w10851

Published:

  • Poterba, James M. "Impact Of Population Aging On Financial Markets In Developed Countries," FRB Kansas City - Economic Review 89(4): 43-53, 4th Qtr. 2004
  • James M. Poterba, 2004. "The impact of population aging on financial markets," Proceedings - Economic Policy Symposium - Jackson Hole, Federal Reserve Bank of Kansas City, issue Aug, pages 163-216. citation courtesy of
  • James M. Poterba, 2004. "The impact of population aging on financial markets," Proceedings, Federal Reserve Bank of Kansas City, issue Aug, pages 163-216.

March 2004Valuing Assets in Retirement Saving Accounts
w10395

Published: Poterba, James. "Valuing Assets In Retirement Saving Accounts," National Tax Journal, 2004, v57(2,Jun), 489-512.

February 2004Taxation and Corporate Payout Policy
w10321

Published: Poterba, James. "Taxation And Corporate Payout Policy," American Economic Review, 2004, v94(2,May), 171-175. citation courtesy of

Tax-Motivated Trading by Individual Investors
with Zoran Ivkovich, Scott Weisbenner: w10275

Published: Zoran Ivković & James Poterba & Scott Weisbenner, 2005. "Tax-Motivated Trading by Individual Investors," American Economic Review, American Economic Association, vol. 95(5), pages 1605-1630, December. citation courtesy of

November 2003The Alternative Minimum Tax and Effective Marginal Tax Rates
with Daniel Feenberg: w10072

Published: Feenberg, Daniel R. and James M. Poterba. "The Alternative Minimum Tax And Effective Marginal Tax Rates," National Tax Journal, 2004, v57(2,Jun), 407-427. citation courtesy of

August 2003Utility Evaluation of Risk in Retirement Saving Accounts
with Joshua Rauh, Steven Venti, David Wise: w9892

Published: Utility Evaluation of Risk in Retirement Saving Accounts, James M. Poterba, Joshua Rauh, Steven F. Venti. in Analyses in the Economics of Aging, Wise. 2005

January 2003Inter-Asset Differences in Effective Estate Tax Burdens
with Scott Weisbenner: w9456

Published: Poterba, James M. and Scott J. Weisbenner. "Inter-Asset Differences In Effective Estate-Tax Burdens," American Economic Review, 2003, v93(2,May), 360-365. citation courtesy of

October 2002Asset Allocation and Asset Location: Household Evidence from the Survey of Consumer Finances
with Daniel Bergstresser: w9268

Published: Bergstresser, Daniel and James Poterba. "Asset Allocation And Asset Location: Household Evidence From The Survey Of Consumer Finances," Journal of Public Economics, 2004, v88(9-10,Aug), 1893-1915. citation courtesy of

February 2002Exchange Traded Funds: A New Investment Option for Taxable Investors
with John B. Shoven: w8781

Published: Poterba, Jaems M. and John B. Shoven. "Exchange-Traded Funds: A New Investment Option For Taxable Investors," American Economic Review, 2002, v92(2,May), 422-427. citation courtesy of

December 2001Copycat Funds: Information Disclosure Regulation and the Returns to Active Management in the Mutual Fund Industry
with Mary Margaret Myers, Douglas A. Shackelford: w8653

Published: Frank, Mary Margaret & Poterba, James M & Shackelford, Douglas A & Shoven, John B, 2004. "Copycat Funds: Information Disclosure Regulation and the Returns to Active Management in the Mutual Fund Industry," Journal of Law & Economics, University of Chicago Press, vol. 47(2), pages 515-41, October. citation courtesy of

November 2001The Transition to Personal Accounts and Increasing Retirement Wealth: Macro and Micro Evidence
with Steven F. Venti, David A. Wise: w8610

Published: The Transition to Personal Accounts and Increasing Retirement Wealth: Macro- and Microevidence, James M. Poterba, Steven F. Venti. in Perspectives on the Economics of Aging, Wise. 2004

June 2001Taxation, Risk-Taking, and Household Portfolio Behavior
w8340

Published: Poterba, James M., 2002. "Taxation, risk-taking, and household portfolio behavior," Handbook of Public Economics, in: A. J. Auerbach & M. Feldstein (ed.), Handbook of Public Economics, edition 1, volume 3, chapter 17, pages 1109-1171 Elsevier.

April 2001Taxation and Portfolio Structure: Issues and Implications
w8223

Published: Guiso, L., M. Haliassos, and T. Jappelli (eds.) Household Portfolios. MIT Press, 2001.

December 2000Adverse Selection in Insurance Markets: Policyholder Evidence from the U.K. Annuity Market
with Amy Finkelstein: w8045

Published: Finkelstein, Amy and James Poterba. "Adverse Selection In Insurance Markets: Policyholder Evidence From The U.K. Annuity Market," Journal of Political Economy, 2004, v112(1,Feb), 183-208. citation courtesy of

November 2000Asset Location for Retirement Savers
with John B. Shoven, Clemens Sialm: w7991

Published: Gale, W., J. Shoven, and M. Warshawsky (eds.) Public Policies and Private Pensions. Washington: Brookings Institution, 2004.

July 2000The Distributional Burden of Taxing Estates and Unrealized Capital Gains at the Time of Death
with Scott Weisbenner: w7811

Published: Gale, William G., James R. Hines, and Joel Slemrod (eds.) Rethinking Estate and Gift Taxation. Brookings Institution, 2001.

Mortality Risk, Inflation Risk, and Annuity Products
with Jeffrey R. Brown, Olivia S. Mitchell: w7812

Published: Mitchell, O., Z. Bodie, B. Hammond, and S. Zeldes (eds.) Innovations in Retirement Financing. Philadelphia, PA: University of Pennsylvania Press, 2002.

May 2000The Distribution of Payroll and Income Tax Burdens, 1979-1999
with Andrew Mitrusi: w7707

Published: Mitrusi, Andrew and James Poterba. "The Distribution Of Payroll And Income Tax Burdens," National Tax Journal, 2000, v53(3,Sep), Part 2, 765-794.

March 2000Do After-Tax Returns Affect Mutual Fund Inflows?
with Daniel Bergstresser: w7595

Published: Bergstresser, Daniel and James Poterba. "Do After-Tax Returns Affect Mutual Fund Inflows?," Journal of Financial Economics, 2002, v63(3,Mar), 381-414. citation courtesy of

February 2000The Income and Tax Share of Very High Income Households, 1960-1995
with Daniel R. Feenberg: w7525

Published: American Economic Review, Vol. 90 (May 2000): 264-270. citation courtesy of

October 1999Taxation and Household Portfolio Composition: U.S. Evidence from the 1980s and 1990s
with Andrew Samwick: w7392

Published: Poterba, James M. and Andrew A. Samwick. "Taxation And Household Portfolio Composition: US Evidence From The 1980s And 1990s," Journal of Public Economics, 2003, v87(1,Jan), 5-38. citation courtesy of

August 1999Pre-Retirement Cashouts and Foregone Retirement Saving: Implications for 401(k) Asset Accumulation
with Steven F. Venti, David A. Wise: w7314

Published: Preretirement Cashouts and Foregone Retirement Saving: Implications for 401(k) Asset Accumulation , James M. Poterba, Steven F. Venti. in Themes in the Economics of Aging, Wise. 2001

July 1999Taxing Retirement Income: Nonqualified Annuities and Distributions from Qualified Accounts
with Jeffrey R. Brown, Olivia S. Mitchell, Mark J. Warshawsky: w7268

Published: National Tax Journal, Vol. 52, no. 3 (September 1999): 563-592. citation courtesy of

June 1999Selection Effects in the Market for Individual Annuities: New Evidence from the United Kingdom
with Amy Finkelstein: w7168

Published: Finkelstein, Amy and James Poterba. "Selection Effects In The United Kingdom Individual Annuities Market," Economic Journal, 2002, v112(476,Jan), 28-50.

Joint Life Annuities and Annuity Demand by Married Couples
with Jeffrey R. Brown: w7199

Published: Brown, Jeffrey R. and James M. Poterba. "Joint Life Annuities And Annuity Demand By Married Couples," Journal of Risk and Insurance, 2000, v67(4,Dec), 527-553.

April 1999The Rate of Return to Corporate Capital and Factor Shares: New EstimatesUsing Revised National Income Accounts and Capital Stock Data
w6263

Published: Carnegie-Rochester Conference Series on Public Policy 48 (1998) 211-246 citation courtesy of

March 1999Implications of Rising Personal Retirement Saving
with Steven F. Venti, David A. Wise: w6295

Published:

The Role of Real Annuities and Indexed Bonds in an Individual Accounts Retirement Program
with Jeffrey R. Brown, Olivia S. Mitchell: w7005

Published: The Role of Real Annuities and Indexed Bonds in an Individual Accounts Retirement Program, Jeffrey R. Brown, Olivia S. Mitchell, James M. Poterba. in Risk Aspects of Investment-Based Social Security Reform, Campbell and Feldstein. 2001

January 1999The Costs of Annuitizing Retirement Payouts from Individual Accounts
with Mark J. Warshawsky: w6918

Published:

December 1998Estate and Gift Taxes and Incentives for Inter Vivos Giving in the United States
w6842

Published: Poterba, James. “Estate and Gift Taxes and Incentives for Inter Vivos Giving in the United States,” Journal of Public Economics 79 (January 2001), 237-264.

October 1998Population Age Structure and Asset Returns: An Empirical Investigation
w6774
July 1998Fiscal Institutions and Public Sector Labor Markets
with Kim S. Rueben: w6659
June 1998Capital Gains Tax Rules, Tax Loss Trading and Turn-of-the-Year Returns
with Scott J. Weisbenner: w6616

Published: Poterba, James M. and Scott J. Weisbenner. "Capital Gains Tax Rules, Tax-Loss Trading, And Turn-Of-The-Year Returns," Journal of Finance, 2001, v56(1,Feb), 353-368. citation courtesy of

December 1997The Estate Tax and After-Tax Investment Returns
w6337

Published: Slemrod, Joel B. (ed.) Does Atlas shrug? The economic consequences of taxing the rich. New York: Russell Sage Foundation; Cambridge and London: Harvard University Press, 2000.

October 1997State Fiscal Institutions and the U.S. Municipal Bond Market
with Kim S. Rueben: w6237

Published:

September 1997Household Portfolio Allocation Over the Life Cycle
with Andrew A. Samwick: w6185

Published: Household Portfolio Allocation over the Life Cycle, James M. Poterba, Andrew Samwick. in Aging Issues in the United States and Japan, Ogura, Tachibanaki, and Wise. 2001

August 1997Why do Economists Disagree About Policy?
with Victor R. Fuchs, Alan B. Krueger: w6151

Published: Journal of Economic Literature, Vol. 36, no. 3 (September 1998): 1387- 1425. (Published as "Economists Views About Parameters, Values, and Policy: Survey Results in Labor and Public Finance").

April 1997The History of Annuities in the United States
w6001

Published: Published as "Comparing the Cost of Capital in the United States and Japan: A Survey of Methods", FRBNY, Vol. 15, nos. 3/4 (1990): 20-32.

New Evidence on the Money's Worth of Individual Annuities
with Olivia S. Mitchell, Mark J. Warshawsky: w6002

Published: American Economic Review, vol. 89, no. 5 (December 1999): 1299-1318. citation courtesy of

January 1997Distributional Effects of Adopting a National Retail Sales Tax
with Daniel R. Feenberg, Andrew W. Mitrusi: w5885

Published: Distributional Effects of Adopting a National Retail Sales Tax, Daniel R. Feenberg, Andrew W. Mitrusi, James M. Poterba. in Tax Policy and the Economy, Volume 11, Poterba. 1997

September 1996Individual Financial Decisions in Retirement Saving Plans and The Provision of Resources for Retirement
with David A. Wise: w5762

Published:

July 1996Demographic Structure and the Political Economy of Public Education
w5677

Published: Journal of Policy Analysis and Management, Vol 16, no. 1, pp. 48-66, (Winter 1997) citation courtesy of

June 1996Stock Market Yields and the Pricing of Municipal Bonds
with N. Gregory Mankiw: w5607
May 1996Personal Retirement Saving Programs and Asset Accumulation: Reconciling the Evidence
with Steven F. Venti, David A. Wise: w5599

Published:

April 1996Do Budget Rules Work?
w5550

Published: in A.Auerbach ed., Fiscal Policy: Lessons From Empirical Research (Cambridge: MIT Press, 1997) pp.53-86

February 1996Budget Institutions and Fiscal Policy in the U.S. States
w5449

Published: American Economic Review, Vol. 86 (May 1996): 395-400. citation courtesy of

January 1996Stock Ownership Patterns, Stock Market Fluctuations, and Consumption
with Andrew A. Samwick: r2027

Published: Brookings Papers on Economic Activity, 1995:2, pp. 295-357, 368-272.

October 1995The Effects of Special Saving Programs on Saving and Wealth
with Steven F. Venti, David A. Wise: w5287

Published:

Lump-Sum Distributions from Retirement Saving Plans: Receipt and Utilization
with Steven F. Venti, David A. Wise: w5298

Published:

June 1995Tax Subsidies to Employer-Provided Health Insurance
with Jonathan Gruber: w5147

Published:

November 1994Government Intervention in the Markets for Education and Health Care: How and Why?
w4916

Published:

May 1994The Distribution of Public Sector Wage Premia: New Evidence Using Quantile Regression Methods
with Kim S. Rueben: w4734

Published: Poterba, James M. and Kim S. Rueben. "The Effect Of Property-Tax Limits On Wages And Employment In The Local Public Sector," American Economic Review, 1995, v85(2), 384-389.

April 1994Congressional Distributive Politics and State Economic Performance
with Steven D. Levitt: w4721

Published: Public Choice, Vol. 99 (April 1999): 185-216. citation courtesy of

February 1994Employee Decisions with Respect to 401(k) Plans: Evidence From Individual-Level Data
with Andrea L. Kusko, David W. Wilcox: w4635

Published: in Olivia Mitchell and Syllvester Schieber, eds., Living with Defined Contribution Pensions: Remaking Responsibility for Retirement. (University of Pennsylvania Press, 1997).

October 1993Did 401(k) Plans Replace Other Employer Provided Pensions?
with Leslie E. Papke, Mitchell Petersen: w4501

Published:

August 1993Unemployment Benefits, Labor Market Transitions, and Spurious Flows: A Multinational Logit Model with Errors in Classification
with Lawrence H. Summers: w4434

Published: Review of Economics & Statistics, vol. LXXVII, no. 2, pp. 207-216, (May 1995).

Tax Incentives and the Decision to Purchase Health Insurance: Evidence from the Self-Employed
with Jonathan Gruber: w4435

Published: Quarterly Journal of Economics 109 (August 1994), 701-733. citation courtesy of

June 1993Do 401(k) Contributions Crowd Out Other Persoanl Saving?
with Steven F. Venti, David A. Wise: w4391

Published: Journal of Public Economics, vol. 58, (1995), pp. 1-32 citation courtesy of

May 1993State Responses to Fiscal Crisis: The Effects of Budgetary Institutionsand Politics
w4375

Published: Journal of Political Economy, 102 (August 1994), 799-821. citation courtesy of

December 1992Income Inequality and the Incomes of Very High Income Taxpayers: Evidence from Tax Returns
with Daniel Feenberg: w4229

Published:

Capital Budgets, Borrowing Rules, and State Capital Spending
w4235

Published: Journal of Public Economics, 56 (1995), pp 165-187. citation courtesy of

October 1992401(k) Plans and Tax-Deferred Saving
with Steven F. Venti, David A. Wise: w4181

Published:

March 1992House Price Dynamics: The Role of Tax Policy and Demography
r1706

Published: Brookings Papers on Economic Activity, Vol. 22, Issue 2 pp. 143-183 and 200-203, (19 91).

January 1992Taxation and Housing: Old Questions, New Answers
w3963

Published: American Economic Review Vol. 82, May 1992, pp. 237-242 citation courtesy of

December 1991Why Didn't the Tax Reform Act of 1986 Raise Corporate Taxes?
w3940

Published:

November 1991Which Households Own Municipal Bonds? Evidence From Tax Returns
with Daniel R. Feenberg: w3900

Published: National Tax Journal, Volume XLIV, No. 4, Part 1, pp. 93-103, (December 1991). Available through NBER.

August 1991Money, Output and Prices: Evidence from A New Monetary Aggregate
with Julio J. Rotemberg, John C. Driscoll: w3824

Published: Journal of Business and Economic Statistics, 13 (January 1995), pp. 67-83. citation courtesy of

April 1991An Aging Society: Opportunity or Challenge?
with David M. Cutler, Louise M. Sheiner, Lawrence H. Summers: r1559

Published: Brookings Papers on Economic Activity, Vol. 1, pp. 1-56 and 71-73, (1990).

March 1991Japanese and U.S. Cross-Border Common Stock Investments
with Kenneth R. French: r1537

Published: Journal of the Japanese and International Economies, Vol. 4, pp. 476-493, ( 1990).

Tax Policy to Combat Global Warming: On Designing a Carbon Tax
w3649

Published: Global Warming: Economic Policy Responses, edited by Rudiger Dornbusch and James M. Poterba, pp. 71-98. Cambridge, MA: MIT Press, 1991.

January 1991Is the Gasoline Tax Regressive?
w3578

Published: Is the Gasoline Tax Regressive?, James M. Poterba. in Tax Policy and the Economy, Volume 5, Bradford. 1991

Investor Diversification and International Equity Markets
with Kenneth R. French: w3609

Published:

April 1990Recent Evidence on Budget Deficits and National Savings
with Lawrence H. Summers: w2144

Published: "Finite Lifetimes and the Effects of Budget Deficits on National Saving." From Journal of Monetary Economics, Vol. 20, No. 2, pp. 369-391,(September 1987).

March 1990Were Japanese Stock Prices Too High?
with Kenneth R. French: w3290

Published: Journal of Financial Economics, Vol. 29, (October 1991), 37-364 citation courtesy of

February 1990Taxation and Housing Markets: Preliminary Evidence on the Effects of Recent Tax Reforms
w3270

Published: Slemrod, Joel (ed.) Do Taxes Matter? The Impact of the Tax Reform Act of 1986. Cambridge, MA: The MIT Press, 1990.

January 1990Speculative Dynamics
with David M. Cutler, Lawrence H. Summers: w3242

Published: Review of Economic Studies 58(3): 529-546, May 1991. citation courtesy of

Speculative Dynamics and the Role of Feedback Traders
with David M. Cutler, Lawrence H. Summers: w3243

Published: The American Economic Review, Vol. 80, No. 2, pp. 63-68, (May 1990). citation courtesy of

May 1989Dividends, Capital Gains, and the Corporate Veil: Evidence from Britain, Canada, and the United States
w2975

Published:

March 1989Tax Reform and the Market For Tax-Exempt Debt
w2900

Published: Regional Science and Urban Economics, Vol. 19, No. 3, pp. 537-562, (August 1989). citation courtesy of

February 1989Second Mortgages and Household Saving
with Joyce M. Manchester: w2853

Published: Regional Science and Urban Economics, Vol. 19, No. 2, pp. 325-346, (1989). citation courtesy of

1989Venture Capital and Capital Gains Taxation
w2832

Published:

Lifetime Incidence and the Distributional Burden of Excise Taxes
w2833

Published: The American Economic Review, Vol. 79, No. 2, pp. 325-330, (May 1989). citation courtesy of

April 1988Inflation And Taxation With Optimizing Governments
with Julio J. Rotemberg: w2567

Published: Poterba, James M. and Julio J. Rotemberg, "Inflation And Taxation With Optimizing Governments." Journal of Money, Credit, and Banking, Vol. 22, No. 1, pp. 1-18, (February 1990). citation courtesy of

March 1988What Moves Stock Prices?
with David M. Cutler, Lawrence H. Summers: w2538

Published: The Journal of Portfolio Management, Vol. 15, No. 3, pp. 4-12, (Spring 1989).

February 1988Tax Policy and Corporate Saving
r0989

Published: From Brookings Papers on Economic Activity 2, pp. 455-503, (December 1987).

November 1987Public Policy Implications of Declining Old-Age Mortality
with Lawrence H. Summers: r0934

Published: Work, Health and Retirement. Washington: Brookings Institution, 1987ed. Gary Burtless

August 1987Mean Reversion in Stock Prices: Evidence and Implications
with Lawrence H. Summers: w2343

Published: "Mean Reversion in Stock Prices." From Journal of Financial Economics, Vol. 22, pp. 27-59, (1988). citation courtesy of

1987Why Have Corporate Tax Revenues Declined?
with Alan J. Auerbach: w2118

Published:

Tax Evasion and Capital Gains Taxation
w2119

Published: Poterba, James M. "Tax Evasion and Capital Gains Taxation," American Economic Review, Vol. 77, No. 2, (May 1987), pp. 234-239. citation courtesy of

Household Behavior and the Tax Reform Act of 1986
with Jerry A. Hausman: w2120

Published: Hausman, Jerry A. and James M. Poterba. "Household Behavior and the Tax Reform Act of 1986," Journal of Economic Perspectives, Vol. 1, No. 1, 1987, pp . 101-119. citation courtesy of

June 1986Finite Lifetimes and the Crowding Out Effects of Budget Deficits
with Lawrence H. Summers: w1955

Published: Poterba, James M. and Lawrence H. Summers. "Finite Lifetimes and the Effectof Budget Deficits on National Saving," Journal of Monetary Economics, Vol . 20, September 1987, pp 369-392.

March 1986Tax Loss Carryforwards and Corporate Tax Incentives
with Alan J. Auerbach: w1863

Published:

How Burdensome are Capital Gains Taxes?
w1871

Published: Poterba, James M. "How Burdensome are Capital Gains Taxes?" Journal of Public Economics, Vol. 33, No. 2, (1987), pp. 157-172.

1986Money in the Utility Function: An Empirical Implementation
with Julio J. Rotemberg: w1796

Published:

  • Poterba, James M. and Julio J. Rotemberg."Money in the Utility Function: An Empirical Implementation," New Approaches to Monetary Economics, eds. W. Barnett and K. Singleton, Cambridge University Press, 1987. pp219-240
  • New Approaches to Monetary Economics, edited by William A. Barnett and Kenneth J. Singelton, pp. 219-240 New York: Cambridge University Press, 1987.

June 1985The Economic Effects of Dividend Taxation
with Lawrence H. Summers: w1353

Published: Poterba, James M. and Lawrence H. Summers. "The Economic Effects of Dividend Taxation." Recent Advances in Corporate Finance, edited by Edward Altman and Marti Subrahmanyam, pp. 227-284. Homewood, IL: Richard D. Irwin Publishers, 1985.

A Tax-Based Test for Nominal Rigidities
with Julio J. Rotemberg, Lawrence H. Summers: w1627

Published: Poterba, James M., Julio J. Rotemberg and Lawrence H. Summers."A Tax-Based Test for Nominal Rigidities," American Economic Review, Vol. 76, No. 4, (September 1986), pp. 659-675. citation courtesy of

February 1985New Evidence that Taxes Affect the Valuation of Dividends
with Lawrence H. Summers: w1288

Published: Poterba, James M. and Lawrence H. Summers. "New Evidence that Taxes Affectthe Valuation of Dividends." Journal of Finance, Vol. 39, No. 5, (December 1984), pp. 1397-1415. citation courtesy of

November 1984Unemployment Insurance and Reservation Wages
with Martin Feldstein: w1011

Published: Felstein, Martin and James Poterba. "Unemployment Insurance and Reservation Wages." Journal of Public Economics, Vol. 23, (1984), pp. 141-167. citation courtesy of

September 1984The Persistence of Volatility and Stock Market Fluctuations
with Lawrence H. Summers: w1462

Published: Poterba, James M. and Lawrence H. Summers, "The Persistence of Volatility and Stock Market Fluctuations," American Economic Review, December 1986, pp. 1142-1151. citation courtesy of

Expected Future Tax Policy and Tax-Exempt Bond Yields
w1469

Published:

  • Poterba, James M. "Explaining the Yield Spread between Taxable and Tax-exempt Bonds: The Role of Expected Tax Policy," Studies in State and Local Public Finance, ed. Harvey S. Rosen, pp. 5-49, Chicago: UCP, 1986.
  • Poterba, James M. and Kim S. Rueben. "Fiscal News, State Budget Rules, And Tax-Exempt Bond Yields," Journal of Urban Economics, 2001, v50(3,Nov), 537-562.

August 1984Adjusting the Gross Changes Data: Implications for Labor Market Dynamics
with Lawrence H. Summers: w1436

Published: Poterba, James M. and Lawrence H. Summers."Adjusting the Gross Change Data: Implications for Labor Market, Dynamics," Econometrica, Vol. 54, No. 6, ( November 1986), pp. 1319-1338.

June 1983Multiple Shooting in Rational Expectations Models
with David Lipton, Jeffrey Sachs, Lawrence H. Summers: t0003

Published: Lipton, D., J. Poterba, J. Sachs, and L. Summers. "Multiple Shooting in Rational Expectations Models." Econometrica, Vol. 50, (1982), pp. 1329-1333.

May 1983Interpreting Ex-Dividend Evidence: The Citizens Utilities Case Reconsidered
w1131

Published: Poterba, James M. "The Market Valuation of Cash Dividends: The Citizens Utilities CAse Reconsidered." Journal of Financial Economics, Vol. 15, No. 3 , (March 1986), pp. 395-405.

April 1983Survey Response Variation in the Current Population Survey
with Lawrence H. Summers: w1109

Published: Poterba, James M. and Lawrence H. Summers. "Response variation in the CPS:caveats for the unemployment analyst." Monthly Labor Review, Vol. 107, No . 3, (March 1984), pp. 37-43.

December 1981Dividend Taxes, Corporate Investment, and "Q"
with Lawrence H. Summers: w0829

Published: Poterba, James M. and Lawrence H. Summers. "Dividend Taxes, Corporate Investment, and 'Q'." Journal of Public Economics, Vol. 22, (1983), pp. 135-167. citation courtesy of

August 1981The Effective Tax Rate and the Pretax Rate of Return
with Martin Feldstein, Louis Dicks-Mireaux: w0740

Published: Feldstein, Martin, Louis Dicks-Mireaux, and James Poterba. "The Effective Tax Rate and the Pretax Rate of Return." Journal of Public Economics, Vol. 21, No. 2, pp. 129-158, (1983). (NOTE: Reprint 443 is based on BOTH W0508 and W0740.) citation courtesy of

September 1980Inflation, Income Taxes, and Owner-Occupied Housing
w0553

Published: Poterba, James M. "Tax Subsidies to Owner-Occupied Housing: An Asset-Market Approach." Quarterly Journal of Economics, Vol. 99, No. 4, (November 1984), pp. 729-752.

July 1980State and Local Taxes and the Rate of Return on Nonfinancial Corporate Capital (revised as W0740)
with Martin Feldstein: w0508

Published: Feldstein, Martin and James M. Poterba. "State and Local Taxes and the Rateof Return on Nonfinancial Corporate Capital." Journal of Public Economics, Vol. 21, No. 2, (1983), pp. 129-158. (NOTE: Reprint 443 is based on BOTH W0508 AND W740.)

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