What Determines End-of-Life Assets? A Retrospective View

James M. Poterba, Steven F. Venti, David A. Wise

Chapter in NBER book Insights in the Economics of Aging (2017), David A. Wise, editor (p. 127 - 157)
Conference held April 30-May 2, 2015
Published in March 2017 by University of Chicago Press
© 2017 by the National Bureau of Economic Research
in NBER Book Series - The Economics of Aging

---- Acknowledgments ----

---- Disclosure of Financial Relationships for James M. Poterba ----

In addition to my role as a faculty member at MIT, I am engaged in a number of outside activities, including serving as President of the NBER, a trustee of the College Retirement Equity Fund (CREF) and independent director of the TIAA-CREF mutual funds (www.tiaa-cref.org), and serving as a trustee of the Alfred P. Sloan Foundation (www.sloan.org). I serve on the Panel of Economic Advisers at the Congressional Budget Office (www.cbo.gov). In addition, during the last three years I have received compensation for lectures or presentations in excess of $500 from each of the following organizations: American Economic Association, Dimensional Fund Advisers, Elon University, the Investment Company Institute, Queens University, the University of Rochester, and the University of Wisconsin.

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