James M. Poterba

National Bureau of Economic Research (NBER)

President and CEO, National Bureau of Economic Research

1050 Massachusetts Avenue

Cambridge, MA 02138

United States

Massachusetts Institute of Technology (MIT) - Department of Economics

Mitsui Professor/Associate Department Head

50 Memorial Drive

E52-350

Cambridge, MA 02142

United States

SCHOLARLY PAPERS

141

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Top 1,880

in Total Papers Downloads

20,149

SSRN CITATIONS
Rank 138

SSRN RANKINGS

Top 138

in Total Papers Citations

497

CROSSREF CITATIONS

3,820

Scholarly Papers (141)

1.

Mean Reversion in Stock Prices: Evidence and Implications

NBER Working Paper No. w2343
Number of pages: 48 Posted: 16 Jun 2004 Last Revised: 15 Apr 2008
James M. Poterba and Lawrence H. Summers
National Bureau of Economic Research (NBER) and Harvard University
Downloads 2,691 (5,589)
Citation 46

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Exchange Traded Funds: A New Investment Option for Taxable Investors

Number of pages: 15 Posted: 18 Mar 2002
James M. Poterba and John B. Shoven
National Bureau of Economic Research (NBER) and Stanford University - Department of Economics
Downloads 2,571 (5,878)
Citation 2

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Mutual funds, capital gains taxes, and exchange traded funds

Exchange Traded Funds: A New Investment Option for Taxable Investors

NBER Working Paper No. w8781
Number of pages: 15 Posted: 14 Feb 2002 Last Revised: 26 Oct 2010
James M. Poterba and John B. Shoven
National Bureau of Economic Research (NBER) and Stanford University - Department of Economics
Downloads 99 (316,078)
Citation 6

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Copycat Funds: Information Disclosure Regulation and the Returns to Active Management in the Mutual Fund Industry

Number of pages: 32 Posted: 10 Dec 2001
University of Chicago - Booth School of Business, National Bureau of Economic Research (NBER), University of North Carolina Kenan-Flagler Business School and Stanford University - Department of Economics
Downloads 961 (27,593)

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mutual funds, disclosure regulation, intellectual property, patents

Copycat Funds: Information Disclosure Regulation and the Returns to Active Management in the Mutual Fund Industry

Number of pages: 46 Posted: 05 Jan 2002
University of Chicago - Booth School of Business, National Bureau of Economic Research (NBER), University of North Carolina Kenan-Flagler Business School and Stanford University - Department of Economics
Downloads 359 (98,351)

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Copycat Funds: Information Disclosure Regulation and the Returns to Active Management in the Mutual Fund Industry

NBER Working Paper No. w8653
Number of pages: 32 Posted: 14 Dec 2001 Last Revised: 22 Feb 2021
University of Chicago - Booth School of Business, National Bureau of Economic Research (NBER), University of North Carolina Kenan-Flagler Business School and Stanford University - Department of Economics
Downloads 66 (403,578)

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4.
Downloads 0 ( 22,900)
Citation 1,191

Financing Constraints and Corporate Investment

University of Illinois at Urbana-Champaign's Academy for Entrepreneurial Leadership Historical Research Reference in Entrepreneurship
Posted: 17 Nov 2009
Washington University in St. Louis, affiliation not provided to SSRN, Washington University in St. Louis - Department of Economics, Princeton University - Department of Economics and National Bureau of Economic Research (NBER)

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Capital investment, Tax policies, Investment policies, Financial markets, Market constraints, Debt financing, Earnings, Manufacturing industries, Financial constraints, Access to capital, Firm financing

5.

What Moves Stock Prices?

NBER Working Paper No. w2538
Number of pages: 29 Posted: 27 Apr 2000 Last Revised: 03 Jan 2002
David M. Cutler, James M. Poterba and Lawrence H. Summers
Harvard University - Department of Economics, National Bureau of Economic Research (NBER) and Harvard University
Downloads 991 (26,802)
Citation 12

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Deferred Tax Positions and Incentives for Corporate Behavior Around Corporate Tax Changes

Number of pages: 44 Posted: 15 Feb 2007 Last Revised: 03 Mar 2010
James M. Poterba, Nirupama Rao and Jeri K. Seidman
National Bureau of Economic Research (NBER), University of Michigan, Stephen M. Ross School of Business and University of Virginia - McIntire School of Commerce
Downloads 746 (39,298)
Citation 5

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Book-Tax Differences, Deferred Tax, Revaluation, Tax Policy

Deferred Tax Positions and Incentives for Corporate Behavior Around Corporate Tax Changes

NBER Working Paper No. w12923
Number of pages: 50 Posted: 23 Feb 2007 Last Revised: 20 Jun 2007
James M. Poterba, Nirupama Rao and Jeri K. Seidman
National Bureau of Economic Research (NBER), University of Michigan, Stephen M. Ross School of Business and University of Virginia - McIntire School of Commerce
Downloads 80 (361,765)

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7.

Investor Diversification and International Equity Markets

NBER Working Paper No. w3609
Number of pages: 15 Posted: 17 Oct 2007
Kenneth R. French and James M. Poterba
Dartmouth College - Tuck School of Business and National Bureau of Economic Research (NBER)
Downloads 794 (36,548)
Citation 26

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Asset Allocation and Asset Location: Household Evidence from the Survey of Consumer Finances

AFA 2003 Washington, DC Meetings; MIT Department of Economics Working Paper No. 02-34, HBS Finance Working Paper No. 02-34
Number of pages: 31 Posted: 15 Oct 2002
Daniel Bergstresser and James M. Poterba
Brandeis International Business School and National Bureau of Economic Research (NBER)
Downloads 500 (66,252)
Citation 1

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Asset Location, Retirement Saving, Capital Income Taxation, 401(k)

Asset Allocation and Asset Location: Household Evidence from the Survey of Consumer Finances

NBER Working Paper No. w9268
Number of pages: 31 Posted: 11 Oct 2002
Daniel Bergstresser and James M. Poterba
Brandeis International Business School and National Bureau of Economic Research (NBER)
Downloads 38 (517,131)
Citation 5

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9.
Downloads 484 ( 69,707)
Citation 81

Do After-Tax Returns Affect Mutual Fund Inflows?

AFA 2001 New Orleans
Number of pages: 48 Posted: 14 Dec 2000
Daniel Bergstresser and James M. Poterba
Brandeis International Business School and National Bureau of Economic Research (NBER)
Downloads 417 (82,645)
Citation 1

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Do After-Tax Returns Affect Mutual Fund Inflows?

NBER Working Paper No. w7595
Number of pages: 49 Posted: 05 May 2000 Last Revised: 13 Mar 2008
Daniel Bergstresser and James M. Poterba
Brandeis International Business School and National Bureau of Economic Research (NBER)
Downloads 67 (400,368)
Citation 12

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10.

The Impact of Population Aging on Financial Markets

NBER Working Paper No. w10851
Number of pages: 50 Posted: 09 Nov 2004 Last Revised: 25 Feb 2021
James M. Poterba
National Bureau of Economic Research (NBER)
Downloads 384 (91,706)
Citation 4

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11.

Household Demand for Variable Annuities

Boston College, Center for Retirement Research Working Paper No. 2004-08
Number of pages: 40 Posted: 15 May 2004
Jeffrey R. Brown and James M. Poterba
University of Illinois at Urbana-Champaign - Department of Finance and National Bureau of Economic Research (NBER)
Downloads 351 (101,637)
Citation 7

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The Alternative Minimum Tax and Effective Marginal Tax Rates

MIT Department of Economics Working Paper No. 03-37
Number of pages: 34 Posted: 01 Dec 2003
Daniel R. Feenberg and James M. Poterba
National Bureau of Economic Research (NBER) and National Bureau of Economic Research (NBER)
Downloads 285 (126,648)
Citation 1

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Income taxation, alternative minimum tax

The Alternative Minimum Tax and Effective Marginal Tax Rates

NBER Working Paper No. w10072
Number of pages: 34 Posted: 07 Nov 2003 Last Revised: 11 Jul 2010
Daniel R. Feenberg and James M. Poterba
National Bureau of Economic Research (NBER) and National Bureau of Economic Research (NBER)
Downloads 56 (438,889)
Citation 2

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13.

Were Japanese Stock Prices Too High?

NBER Working Paper No. w3290
Number of pages: 44 Posted: 27 Apr 2000 Last Revised: 30 Jun 2010
Kenneth R. French and James M. Poterba
Dartmouth College - Tuck School of Business and National Bureau of Economic Research (NBER)
Downloads 289 (125,507)
Citation 5

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14.

Saving for Retirement: Taxes Matter

Boston College Center for Retirement Research Issue Brief No. 17
Number of pages: 8 Posted: 16 May 2004
James M. Poterba
National Bureau of Economic Research (NBER)
Downloads 275 (132,256)
Citation 2

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15.

Asset Location for Retirement Savers

NBER Working Paper No. w7991
Number of pages: 50 Posted: 03 Nov 2000 Last Revised: 01 Mar 2010
James M. Poterba, Clemens Sialm and John B. Shoven
National Bureau of Economic Research (NBER), University of Texas at Austin - McCombs School of Business and Stanford University - Department of Economics
Downloads 254 (143,395)
Citation 1

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16.

The History of Annuities in the United States

NBER Working Paper No. w6001
Number of pages: 52 Posted: 20 Jun 2000 Last Revised: 17 Dec 2002
James M. Poterba
National Bureau of Economic Research (NBER)
Downloads 214 (169,120)
Citation 2

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Taxes and Mutual Fund Inflows around Distribution Dates

Number of pages: 28 Posted: 07 Feb 2007 Last Revised: 16 Mar 2008
Woodrow T. Johnson and James M. Poterba
U.S. Securities and Exchange Commission and National Bureau of Economic Research (NBER)
Downloads 175 (203,008)

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mutual funds, taxes, capital gains distributions

Taxes and Mutual Fund Inflows Around Distribution Dates

NBER Working Paper No. w13884
Number of pages: 29 Posted: 19 Mar 2008 Last Revised: 07 Apr 2008
Woodrow T. Johnson and James M. Poterba
U.S. Securities and Exchange Commission and National Bureau of Economic Research (NBER)
Downloads 29 (566,972)

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18.

Research Opportunities in Economics: Suggestions for the Coming Decade

American Economic Association, Ten Years and Beyond: Economists Answer NSF's Call for Long-Term Research Agendas
Number of pages: 5 Posted: 12 Aug 2011
James M. Poterba
National Bureau of Economic Research (NBER)
Downloads 195 (184,377)

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19.

Japanese and U.S. Cross-Border Common Stock Investments

Number of pages: 18 Posted: 14 Jul 2000
Kenneth R. French and James M. Poterba
Dartmouth College - Tuck School of Business and National Bureau of Economic Research (NBER)
Downloads 194 (185,242)
Citation 2

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20.

The Economic Effects of Dividend Taxation

NBER Working Paper No. w1353
Number of pages: 84 Posted: 07 Jul 2004 Last Revised: 14 Sep 2010
James M. Poterba and Lawrence H. Summers
National Bureau of Economic Research (NBER) and Harvard University
Downloads 185 (193,378)
Citation 6

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21.

Taxing Retirement Income: Nonqualified Annuities and Distributions from Qualified Accounts

NBER Working Paper No. w7268
Number of pages: 47 Posted: 20 Mar 2000 Last Revised: 07 May 2000
University of Illinois at Urbana-Champaign - Department of Finance, University of Pennsylvania - The Wharton School, National Bureau of Economic Research (NBER) and Towers Watson
Downloads 156 (223,798)

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22.
Downloads 145 (237,465)
Citation 13

Valuing Assets in Retirement Saving Accounts

Center for Retirement Research Working Paper No. 2004-11
Number of pages: 40 Posted: 15 May 2004
James M. Poterba
National Bureau of Economic Research (NBER)
Downloads 99 (316,078)

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Valuing Assets in Retirement Saving Accounts

NBER Working Paper No. w10395
Number of pages: 39 Posted: 09 Apr 2004 Last Revised: 30 Jul 2004
James M. Poterba
National Bureau of Economic Research (NBER)
Downloads 46 (479,393)

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Inter-Asset Differences in Effective Estate Tax Burdens

Number of pages: 15 Posted: 17 Feb 2003
James M. Poterba and Scott J. Weisbenner
National Bureau of Economic Research (NBER) and University of Illinois at Urbana-Champaign - Department of Finance
Downloads 114 (286,558)

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Estate Taxation, Bequests, Tax Avoidance

Inter-Asset Differences in Effective Estate Tax Burdens

Number of pages: 14 Posted: 30 Jan 2003
James M. Poterba and Scott J. Weisbenner
National Bureau of Economic Research (NBER) and University of Illinois at Urbana-Champaign - Department of Finance
Downloads 31 (554,978)
Citation 1

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24.

Mortality Risk, Inflation Risk, and Annuity Products

NBER Working Paper No. w7812
Number of pages: 34 Posted: 25 Jul 2000 Last Revised: 05 Mar 2010
Jeffrey R. Brown, Olivia S. Mitchell and James M. Poterba
University of Illinois at Urbana-Champaign - Department of Finance, University of Pennsylvania - The Wharton School and National Bureau of Economic Research (NBER)
Downloads 143 (240,201)
Citation 3

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25.

The Persistence of Volatility and Stock Market Fluctuations

NBER Working Paper No. w1462
Number of pages: 34 Posted: 16 Jul 2004 Last Revised: 04 Jul 2010
James M. Poterba and Lawrence H. Summers
National Bureau of Economic Research (NBER) and Harvard University
Downloads 138 (248,708)
Citation 7

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26.

The Changing Importance of Income and Payroll Taxes on U.S. Families

Number of pages: 30 Posted: 22 Mar 2001
Andrew Mitrusi and James M. Poterba
National Bureau of Economic Research (NBER) and National Bureau of Economic Research (NBER)
Downloads 136 (250,154)

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27.

Household Portfolio Allocation Over the Life Cycle

NBER Working Paper No. w6185
Number of pages: 56 Posted: 06 Sep 2000 Last Revised: 18 Apr 2008
James M. Poterba and Andrew A. Samwick
National Bureau of Economic Research (NBER) and Dartmouth College - Department of Economics
Downloads 124 (268,265)
Citation 1

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28.

New Evidence on the Money's Worth of Individual Annuities

NBER Working Paper No. w6002
Number of pages: 47 Posted: 20 Jul 2000 Last Revised: 21 Apr 2008
Olivia S. Mitchell, James M. Poterba and Mark J. Warshawsky
University of Pennsylvania - The Wharton School, National Bureau of Economic Research (NBER) and Towers Watson
Downloads 123 (269,976)
Citation 66

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29.

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

NBER Working Paper No. w4916
Number of pages: 52 Posted: 22 Sep 2000 Last Revised: 07 Dec 2020
James M. Poterba
National Bureau of Economic Research (NBER)
Downloads 119 (276,631)
Citation 2

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30.

Do Budget Rules Work?

NBER Working Paper No. w5550
Number of pages: 61 Posted: 19 May 1998 Last Revised: 03 Mar 2021
James M. Poterba
National Bureau of Economic Research (NBER)
Downloads 114 (285,144)

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31.

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

NBER Working Paper No. w3649
Number of pages: 42 Posted: 14 Nov 2007 Last Revised: 02 Dec 2013
James M. Poterba
National Bureau of Economic Research (NBER)
Downloads 113 (286,906)
Citation 10

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32.
Downloads 113 (286,906)
Citation 14

Household Ownership of Variable Annuities

NBER Working Paper No. w11964
Number of pages: 34 Posted: 23 Jan 2006 Last Revised: 12 Mar 2021
Jeffrey R. Brown and James M. Poterba
University of Illinois at Urbana-Champaign - Department of Finance and National Bureau of Economic Research (NBER)
Downloads 69 (393,993)

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Household Ownership of Variable Annuities

NBER Working Paper No. w11964
Number of pages: 34 Posted: 04 Aug 2011 Last Revised: 12 Mar 2012
Jeffrey R. Brown and James M. Poterba
University of Illinois at Urbana-Champaign - Department of Finance and National Bureau of Economic Research (NBER)
Downloads 23 (607,549)

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Household Ownership of Variable Annuities

NBER Working Paper No. w11964
Number of pages: 34 Posted: 12 Sep 2011 Last Revised: 12 Mar 2012
Jeffrey R. Brown and James M. Poterba
University of Illinois at Urbana-Champaign - Department of Finance and National Bureau of Economic Research (NBER)
Downloads 21 (621,928)
Citation 9

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33.

The Transition to Personal Accounts and Increasing Retirement Wealth: Macro and Micro Evidence

NBER Working Paper No. w8610
Number of pages: 94 Posted: 17 Nov 2001 Last Revised: 25 Oct 2010
James M. Poterba, Steven F. Venti and David A. Wise
National Bureau of Economic Research (NBER), Dartmouth College - Department of Economics and National Bureau of Economic Research (NBER)
Downloads 112 (288,675)
Citation 2

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34.
Downloads 106 (300,012)
Citation 6

The Drawdown of Personal Retirement Assets

HKS Working Paper No. 11-006
Number of pages: 37 Posted: 15 Mar 2011 Last Revised: 16 Mar 2011
James M. Poterba, Steven F. Venti and David A. Wise
National Bureau of Economic Research (NBER), Dartmouth College - Department of Economics and National Bureau of Economic Research (NBER)
Downloads 69 (393,993)
Citation 6

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The Drawdown of Personal Retirement Assets

NBER Working Paper No. w16675
Number of pages: 46 Posted: 10 Jan 2011 Last Revised: 14 Jan 2011
James M. Poterba, Steven F. Venti and David A. Wise
National Bureau of Economic Research (NBER), Dartmouth College - Department of Economics and National Bureau of Economic Research (NBER)
Downloads 37 (522,167)

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35.

Lifecycle Asset Allocation Strategies and the Distribution of 401(K) Retirement Wealth

NBER Working Paper No. w11974
Number of pages: 41 Posted: 17 Apr 2006 Last Revised: 21 Sep 2010
National Bureau of Economic Research (NBER), Stanford Graduate School of Business, National Bureau of Economic Research (NBER) and Dartmouth College - Department of Economics
Downloads 105 (301,931)
Citation 2

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36.

State Fiscal Institutions and the U.S. Municipal Bond Market

NBER Working Paper No. w6237
Number of pages: 43 Posted: 10 Jul 2000 Last Revised: 07 Oct 2010
James M. Poterba and Kim S. Rueben
National Bureau of Economic Research (NBER) and Tax Policy Center
Downloads 102 (307,904)
Citation 5

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37.

New Estimates of the Future Path of 401(K) Assets

NBER Working Paper No. w13083
Number of pages: 32 Posted: 27 Jun 2007 Last Revised: 02 Apr 2021
James M. Poterba, Steven F. Venti and David A. Wise
National Bureau of Economic Research (NBER), Dartmouth College - Department of Economics and National Bureau of Economic Research (NBER)
Downloads 101 (309,933)
Citation 1

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38.

Stock Ownership Patterns, Stock Market Fluctuations, and Consumption

Number of pages: 68 Posted: 04 Jul 2004
James M. Poterba and Andrew A. Samwick
National Bureau of Economic Research (NBER) and Dartmouth College - Department of Economics
Downloads 98 (315,983)

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39.

Taxation, Risk-Taking, and Household Portfolio Behavior

NBER Working Paper No. w8340
Number of pages: 93 Posted: 25 May 2006
James M. Poterba
National Bureau of Economic Research (NBER)
Downloads 93 (326,839)
Citation 6

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40.

Demographic Structure and the Political Economy of Public Education

NBER Working Paper No. w5677
Number of pages: 39 Posted: 29 Oct 1996 Last Revised: 02 Oct 2010
James M. Poterba
National Bureau of Economic Research (NBER)
Downloads 93 (326,839)
Citation 2

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41.

Defined Contribution Plans, Defined Benefit Plans, and the Accumulation of Retirement Wealth

NBER Working Paper No. w12597
Number of pages: 51 Posted: 20 Oct 2006 Last Revised: 03 Sep 2010
National Bureau of Economic Research (NBER), Stanford Graduate School of Business, Dartmouth College - Department of Economics and National Bureau of Economic Research (NBER)
Downloads 92 (329,066)
Citation 8

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42.

The Role of Real Annuities and Indexed Bonds in an Individual Accounts Retirement Program

NBER Working Paper No. w7005
Number of pages: 49 Posted: 30 Mar 1999 Last Revised: 12 Oct 2010
Jeffrey R. Brown, Olivia S. Mitchell and James M. Poterba
University of Illinois at Urbana-Champaign - Department of Finance, University of Pennsylvania - The Wharton School and National Bureau of Economic Research (NBER)
Downloads 91 (331,322)
Citation 3

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43.

Population Age Structure and Asset Returns: an Empirical Investigation

NBER Working Paper No. w6774
Number of pages: 41 Posted: 07 Nov 1998 Last Revised: 04 Jan 2021
James M. Poterba
National Bureau of Economic Research (NBER)
Downloads 87 (340,820)
Citation 4

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44.

Speculative Dynamics

NBER Working Paper No. w3242
Number of pages: 57 Posted: 24 Jul 2007 Last Revised: 10 Sep 2008
David M. Cutler, James M. Poterba and Lawrence H. Summers
Harvard University - Department of Economics, National Bureau of Economic Research (NBER) and Harvard University
Downloads 86 (343,283)

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45.

Joint Life Annuities and Annuity Demand by Married Couples

NBER Working Paper No. w7199
Number of pages: 34 Posted: 22 Jul 1999 Last Revised: 05 Mar 2021
Jeffrey R. Brown and James M. Poterba
University of Illinois at Urbana-Champaign - Department of Finance and National Bureau of Economic Research (NBER)
Downloads 84 (348,108)
Citation 11

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46.

Taxation and Corporate Payout Policy

NBER Working Paper No. w10321
Number of pages: 12 Posted: 15 Sep 2010 Last Revised: 15 Mar 2021
James M. Poterba
National Bureau of Economic Research (NBER)
Downloads 83 (350,550)
Citation 3

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47.

Stock Market Yields and the Pricing of Municipal Bonds

NBER Working Paper No. w5607
Number of pages: 22 Posted: 01 Jul 2000 Last Revised: 25 Mar 2008
N. Gregory Mankiw and James M. Poterba
Harvard University - Department of Economics and National Bureau of Economic Research (NBER)
Downloads 82 (353,101)

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48.

The Rate of Return to Corporate Capital and Factor Shares: New Estimatesusing Revised National Income Accounts and Capital Stock Data

NBER Working Paper No. w6263
Number of pages: 48 Posted: 18 Jun 2000 Last Revised: 12 Feb 2021
James M. Poterba
National Bureau of Economic Research (NBER)
Downloads 82 (353,101)
Citation 3

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49.

Taxation and Portfolio Structure: Issues and Implications

NBER Working Paper No. w8223
Number of pages: 50 Posted: 08 Apr 2001 Last Revised: 11 Feb 2010
James M. Poterba
National Bureau of Economic Research (NBER)
Downloads 79 (360,889)
Citation 1

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Adverse Selection in Insurance Markets: Policyholder Evidence from the U.K. Annuity Market

NBER Working Paper No. w8045
Number of pages: 45 Posted: 17 Dec 2000 Last Revised: 20 Oct 2010
Amy Finkelstein and James M. Poterba
Massachusetts Institute of Technology (MIT) - Department of Economics and National Bureau of Economic Research (NBER)
Downloads 78 (367,330)
Citation 31

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Adverse Selection in Insurance Markets: Policyholder Evidence from the U.K. Annuity Market

Posted: 25 Jan 2004
Amy Finkelstein and James M. Poterba
Massachusetts Institute of Technology (MIT) - Department of Economics and National Bureau of Economic Research (NBER)

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51.

Tax Loss Carryforwards and Corporate Tax Incentives

NBER Working Paper No. w1863
Number of pages: 57 Posted: 05 Jul 2004 Last Revised: 04 Feb 2021
Alan J. Auerbach and James M. Poterba
University of California, Berkeley - Department of Economics and National Bureau of Economic Research (NBER)
Downloads 75 (371,779)
Citation 4

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52.
Downloads 72 (380,362)
Citation 9

The Asset Cost of Poor Health

HKS Working Paper No. RWP11-005
Number of pages: 31 Posted: 12 Dec 2011
James M. Poterba, Steven F. Venti and David A. Wise
National Bureau of Economic Research (NBER), Dartmouth College - Department of Economics and National Bureau of Economic Research (NBER)
Downloads 51 (458,242)
Citation 9

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retirement economics, health care

The Asset Cost of Poor Health

NBER Working Paper No. w16389
Number of pages: 30 Posted: 27 Sep 2010 Last Revised: 17 Oct 2010
James M. Poterba, Steven F. Venti and David A. Wise
National Bureau of Economic Research (NBER), Dartmouth College - Department of Economics and National Bureau of Economic Research (NBER)
Downloads 21 (621,928)

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53.

Is the Gasoline Tax Regressive?

NBER Working Paper No. w3578
Number of pages: 37 Posted: 08 Jun 2004 Last Revised: 12 Apr 2021
James M. Poterba
National Bureau of Economic Research (NBER)
Downloads 72 (380,362)
Citation 5

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54.

Utility Evaluation of Risk in Retirement Saving Accounts

NBER Working Paper No. w9892
Number of pages: 49 Posted: 17 Aug 2003 Last Revised: 04 Nov 2010
National Bureau of Economic Research (NBER), Stanford Graduate School of Business, Dartmouth College - Department of Economics and National Bureau of Economic Research (NBER)
Downloads 71 (383,285)
Citation 1

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55.

The Costs of Annuitizing Retirement Payouts from Individual Accounts

NBER Working Paper No. w6918
Number of pages: 37 Posted: 12 Mar 1999 Last Revised: 16 May 2000
James M. Poterba and Mark J. Warshawsky
National Bureau of Economic Research (NBER) and Towers Watson
Downloads 70 (386,218)

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56.

Taxation and Housing: Old Questions, New Answers

NBER Working Paper No. w3963
Number of pages: 15 Posted: 25 Jul 2007
James M. Poterba
National Bureau of Economic Research (NBER)
Downloads 69 (389,273)
Citation 1

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57.

The Decline of Defined Benefit Retirement Plans and Asset Flows

NBER Working Paper No. w12834
Number of pages: 48 Posted: 20 Jan 2007 Last Revised: 28 Jul 2010
James M. Poterba, Steven F. Venti and David A. Wise
National Bureau of Economic Research (NBER), Dartmouth College - Department of Economics and National Bureau of Economic Research (NBER)
Downloads 69 (389,273)

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58.

Money in the Utility Function: an Empirical Implementation

NBER Working Paper No. w1796
Number of pages: 30 Posted: 19 Jun 2004
James M. Poterba and Julio J. Rotemberg
National Bureau of Economic Research (NBER) and Harvard University, Business, Government and the International Economy Unit (deceased)
Downloads 68 (392,269)
Citation 4

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59.

Tax Incentives and the Decision to Purchase Health Insurance: Evidence from the Self-Employed

NBER Working Paper No. w4435
Number of pages: 50 Posted: 20 Jul 2001 Last Revised: 14 Feb 2021
Jonathan Gruber and James M. Poterba
Massachusetts Institute of Technology (MIT) - Department of Economics and National Bureau of Economic Research (NBER)
Downloads 67 (395,405)
Citation 2

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60.

Dividend Taxes, Corporate Investment, and "Q"

NBER Working Paper No. w0829
Number of pages: 49 Posted: 21 Aug 2007 Last Revised: 09 Apr 2021
James M. Poterba and Lawrence H. Summers
National Bureau of Economic Research (NBER) and Harvard University
Downloads 66 (398,518)
Citation 6

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61.

Speculative Dynamics and the Role of Feedback Traders

NBER Working Paper No. w3243
Number of pages: 18 Posted: 04 Jul 2004 Last Revised: 27 Sep 2008
David M. Cutler, James M. Poterba and Lawrence H. Summers
Harvard University - Department of Economics, National Bureau of Economic Research (NBER) and Harvard University
Downloads 64 (404,873)
Citation 22

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62.

Individual Financial Decisions in Retirement Saving Plans and the Provision of Resources for Retirement

NBER Working Paper No. w5762
Number of pages: 53 Posted: 10 Dec 1996 Last Revised: 19 Oct 2000
James M. Poterba and David A. Wise
National Bureau of Economic Research (NBER) and National Bureau of Economic Research (NBER)
Downloads 63 (408,252)
Citation 1

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63.

The Effective Tax Rate and the Pretax Rate of Return

NBER Working Paper No. w0740
Number of pages: 46 Posted: 18 Aug 2004 Last Revised: 12 Jul 2010
National Bureau of Economic Research (NBER) (deceased), National Bureau of Economic Research (NBER) and National Bureau of Economic Research (NBER)
Downloads 62 (411,538)
Citation 2

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64.

Taxation and Household Portfolio Composition: U.S. Evidence from the 1980s and 1990s

NBER Working Paper No. w7392
Number of pages: 59 Posted: 28 Feb 2000 Last Revised: 14 Oct 2010
James M. Poterba and Andrew A. Samwick
National Bureau of Economic Research (NBER) and Dartmouth College - Department of Economics
Downloads 62 (411,538)
Citation 9

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65.

Budget Institutions and Fiscal Policy in the U.S. States

NBER Working Paper No. w5449
Number of pages: 16 Posted: 20 Jul 2000 Last Revised: 25 May 2018
James M. Poterba
National Bureau of Economic Research (NBER)
Downloads 61 (414,762)
Citation 4

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66.

Venture Capital and Capital Gains Taxation

NBER Working Paper No. w2832
Number of pages: 23 Posted: 29 Sep 2010 Last Revised: 29 Mar 2021
James M. Poterba
National Bureau of Economic Research (NBER)
Downloads 57 (428,685)
Citation 5

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67.

Unemployment Insurance and Reservation Wages

NBER Working Paper No. w1011
Number of pages: 51 Posted: 05 Jul 2004 Last Revised: 06 Apr 2010
Martin S. Feldstein and James M. Poterba
National Bureau of Economic Research (NBER) (deceased) and National Bureau of Economic Research (NBER)
Downloads 57 (428,685)
Citation 9

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68.

New Evidence that Taxes Affect the Valuation of Dividends

NBER Working Paper No. w1288
Number of pages: 39 Posted: 19 Jun 2004 Last Revised: 11 Jul 2010
James M. Poterba and Lawrence H. Summers
National Bureau of Economic Research (NBER) and Harvard University
Downloads 56 (432,203)
Citation 7

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69.

Distributional Effects of Adopting a National Retail Sales Tax

NBER Working Paper No. w5885
Number of pages: 64 Posted: 12 Jul 2000 Last Revised: 31 Jan 2021
Daniel R. Feenberg, Andrew Mitrusi and James M. Poterba
National Bureau of Economic Research (NBER), National Bureau of Economic Research (NBER) and National Bureau of Economic Research (NBER)
Downloads 56 (432,203)
Citation 1

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70.

Selection Effects in the Market for Individual Annuities: New Evidence from the United Kingdom

NBER Working Paper No. w7168
Number of pages: 41 Posted: 15 Dec 1999 Last Revised: 01 Feb 2021
Amy Finkelstein and James M. Poterba
Massachusetts Institute of Technology (MIT) - Department of Economics and National Bureau of Economic Research (NBER)
Downloads 56 (432,203)
Citation 5

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71.

The Distributional Burden of Taxing Estates and Unrealized Capital Gains at the Time of Death

NBER Working Paper No. w7811
Number of pages: 41 Posted: 26 Jul 2000 Last Revised: 05 Mar 2010
James M. Poterba and Scott J. Weisbenner
National Bureau of Economic Research (NBER) and University of Illinois at Urbana-Champaign - Department of Finance
Downloads 53 (443,155)
Citation 1

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72.

Employee Decisions with Respect to 401(K) Plans: Evidence from Individual-Level Data

NBER Working Paper No. w4635
Number of pages: 26 Posted: 26 Aug 2000 Last Revised: 03 Mar 2021
Andrea L. Kusko, James M. Poterba and David W. Wilcox
Federal Reserve Board - Fiscal Analysis Section, National Bureau of Economic Research (NBER) and Board of Governors of the Federal Reserve System
Downloads 51 (450,559)

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73.

Retirement Security in an Aging Society

NBER Working Paper No. w19930
Number of pages: 58 Posted: 24 Feb 2014
James M. Poterba
National Bureau of Economic Research (NBER)
Downloads 50 (454,477)
Citation 21

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74.

Testing for Asymmetric Information Using &Apos;Unused Observables&Apos; in Insurance Markets: Evidence from the U.K. Annuity Market

NBER Working Paper No. w12112
Number of pages: 37 Posted: 20 Jul 2006 Last Revised: 05 Feb 2021
Amy Finkelstein and James M. Poterba
Massachusetts Institute of Technology (MIT) - Department of Economics and National Bureau of Economic Research (NBER)
Downloads 50 (454,477)
Citation 5

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75.

How Burdensome are Capital Gains Taxes?

NBER Working Paper No. w1871
Number of pages: 35 Posted: 26 May 2004 Last Revised: 12 Feb 2021
James M. Poterba
National Bureau of Economic Research (NBER)
Downloads 50 (454,477)

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76.

Tax-Motivated Trading by Individual Investors

NBER Working Paper No. w10275
Number of pages: 54 Posted: 09 Feb 2004 Last Revised: 29 Jan 2021
Zoran Ivkovich, James M. Poterba and Scott J. Weisbenner
Michigan State University, Department of Finance, National Bureau of Economic Research (NBER) and University of Illinois at Urbana-Champaign - Department of Finance
Downloads 50 (454,477)

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77.

Pre-Retirement Cashouts and Foregone Retirement Saving: Implications for 401(K) Asset Accumulation

NBER Working Paper No. w7314
Number of pages: 52 Posted: 30 Apr 2000 Last Revised: 13 Oct 2010
James M. Poterba, Steven F. Venti and David A. Wise
National Bureau of Economic Research (NBER), Dartmouth College - Department of Economics and National Bureau of Economic Research (NBER)
Downloads 50 (454,477)
Citation 2

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78.

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

NBER Working Paper No. w2975
Number of pages: 36 Posted: 05 Jan 2007 Last Revised: 18 Feb 2021
James M. Poterba
National Bureau of Economic Research (NBER)
Downloads 49 (458,335)

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79.

Tax Evasion and Capital Gains Taxation

NBER Working Paper No. w2119
Number of pages: 16 Posted: 05 Jul 2004
James M. Poterba
National Bureau of Economic Research (NBER)
Downloads 49 (458,335)
Citation 5

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80.

Inflation, Income Taxes, and Owner-Occupied Housing

NBER Working Paper No. w0553
Number of pages: 30 Posted: 28 May 2004 Last Revised: 08 Jul 2010
James M. Poterba
National Bureau of Economic Research (NBER)
Downloads 49 (458,335)

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81.

The Distribution of Public Sector Wage Premia: New Evidence Using Quantile Regression Methods

NBER Working Paper No. w4734
Number of pages: 42 Posted: 24 Nov 2000
James M. Poterba and Kim S. Rueben
National Bureau of Economic Research (NBER) and Tax Policy Center
Downloads 49 (458,335)

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82.

Lifetime Incidence and the Distributional Burden of Excise Taxes

NBER Working Paper No. w2833
Number of pages: 19 Posted: 03 Jul 2007
James M. Poterba
National Bureau of Economic Research (NBER)
Downloads 48 (462,379)
Citation 6

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83.

Rise of 401(K) Plans, Lifetime Earnings, and Wealth at Retirement

NBER Working Paper No. w13091
Number of pages: 40 Posted: 27 Jun 2007 Last Revised: 10 Apr 2021
James M. Poterba, Steven F. Venti and David A. Wise
National Bureau of Economic Research (NBER), Dartmouth College - Department of Economics and National Bureau of Economic Research (NBER)
Downloads 48 (462,379)
Citation 1

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84.

The Distribution of Payroll and Income Tax Burdens, 1979-1999

NBER Working Paper No. w7707
Number of pages: 49 Posted: 12 Jun 2000 Last Revised: 17 Oct 2010
Andrew Mitrusi and James M. Poterba
National Bureau of Economic Research (NBER) and National Bureau of Economic Research (NBER)
Downloads 48 (462,379)

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85.

Why Do Economists Disagree About Policy?

NBER Working Paper No. w6151
Number of pages: 51 Posted: 10 Jun 2000
Victor R. Fuchs, Alan B. Krueger and James M. Poterba
National Bureau of Economic Research (NBER), Princeton University - Industrial Relations Section and National Bureau of Economic Research (NBER)
Downloads 48 (462,379)

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86.

Tax Reform and the Market for Tax-Exempt Debt

NBER Working Paper No. w2900
Number of pages: 44 Posted: 13 Aug 2001 Last Revised: 09 Jan 2002
James M. Poterba
National Bureau of Economic Research (NBER)
Downloads 47 (466,460)
Citation 3

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87.

Personal Retirement Saving Programs and Asset Accumulation: Reconciling the Evidence

NBER Working Paper No. w5599
Number of pages: 120 Posted: 24 Sep 1996 Last Revised: 15 Aug 2009
James M. Poterba, Steven F. Venti and David A. Wise
National Bureau of Economic Research (NBER), Dartmouth College - Department of Economics and National Bureau of Economic Research (NBER)
Downloads 47 (466,460)
Citation 1

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88.

Capital Budgets, Borrowing Rules, and State Capital Spending

NBER Working Paper No. w4235
Number of pages: 30 Posted: 29 Dec 2006 Last Revised: 28 Jan 2021
James M. Poterba
National Bureau of Economic Research (NBER)
Downloads 46 (470,603)

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89.

Income Inequality and the Incomes of Very High Income Taxpayers: Evidence from Tax Returns

NBER Working Paper No. w4229
Number of pages: 52 Posted: 28 May 2004 Last Revised: 26 Jul 2010
Daniel R. Feenberg and James M. Poterba
National Bureau of Economic Research (NBER) and National Bureau of Economic Research (NBER)
Downloads 46 (470,603)
Citation 6

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90.

Which Households Own Municipal Bonds? Evidence from Tax Returns

NBER Working Paper No. w3900
Number of pages: 24 Posted: 08 Jan 2008 Last Revised: 28 Feb 2021
Daniel R. Feenberg and James M. Poterba
National Bureau of Economic Research (NBER) and National Bureau of Economic Research (NBER)
Downloads 45 (474,858)
Citation 1

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91.

Valuing Assets in Retirement Savings Accounts

Number of pages: 40 Posted: 07 Jun 2008 Last Revised: 20 Jun 2008
James M. Poterba
National Bureau of Economic Research (NBER)
Downloads 43 (483,499)
Citation 2

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92.

Interpreting Ex-Dividend Evidence: The Citizens Utilities Case Reconsidered

NBER Working Paper No. w1131
Number of pages: 48 Posted: 08 Jun 2004 Last Revised: 04 Feb 2021
James M. Poterba
National Bureau of Economic Research (NBER)
Downloads 43 (483,499)

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93.

The Estate Tax and After-Tax Investment Returns

NBER Working Paper No. w6337
Number of pages: 46 Posted: 21 Jun 2000 Last Revised: 31 Jul 2008
James M. Poterba
National Bureau of Economic Research (NBER)
Downloads 43 (483,499)

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94.

Capital Gains Tax Rules, Tax Loss Trading and Turn-of-The-Year Returns

NBER Working Paper No. w6616
Number of pages: 40 Posted: 25 Apr 1999 Last Revised: 30 Jan 2021
James M. Poterba and Scott J. Weisbenner
National Bureau of Economic Research (NBER) and University of Illinois at Urbana-Champaign - Department of Finance
Downloads 42 (487,879)
Citation 3

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95.

Recent Evidence on Budget Deficits and National Savings

NBER Working Paper No. w2144
Number of pages: 31 Posted: 28 Jun 2004
James M. Poterba and Lawrence H. Summers
National Bureau of Economic Research (NBER) and Harvard University
Downloads 41 (492,328)

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96.

Lump-Sum Distributions from Retirement Saving Plans: Receipt and Utilization

NBER Working Paper No. w5298
Number of pages: 42 Posted: 22 Sep 2000 Last Revised: 28 Jun 2010
James M. Poterba, Steven F. Venti and David A. Wise
National Bureau of Economic Research (NBER), Dartmouth College - Department of Economics and National Bureau of Economic Research (NBER)
Downloads 41 (492,328)

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97.

Were They Prepared for Retirement? Financial Status at Advanced Ages in the Hrs and Ahead Cohorts

NBER Working Paper No. w17824
Number of pages: 49 Posted: 10 Feb 2012 Last Revised: 15 Mar 2021
James M. Poterba, Steven F. Venti and David A. Wise
National Bureau of Economic Research (NBER), Dartmouth College - Department of Economics and National Bureau of Economic Research (NBER)
Downloads 40 (496,721)
Citation 7

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98.

The Changing Landscape of Pensions in the United States

NBER Working Paper No. w13381
Number of pages: 43 Posted: 10 Sep 2007 Last Revised: 26 Jul 2010
James M. Poterba, Steven F. Venti and David A. Wise
National Bureau of Economic Research (NBER), Dartmouth College - Department of Economics and National Bureau of Economic Research (NBER)
Downloads 40 (496,721)

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99.

State Responses to Fiscal Crisis: the Effects of Budgetary Institutionsand Politics

NBER Working Paper No. w4375
Number of pages: 37 Posted: 24 Jul 2007
James M. Poterba
National Bureau of Economic Research (NBER)
Downloads 39 (501,350)
Citation 4

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100.

Longitudinal Determinants of End-of-Life Wealth Inequality

NBER Working Paper No. w23839
Number of pages: 42 Posted: 25 Sep 2017 Last Revised: 20 Feb 2021
James M. Poterba, Steven F. Venti and David A. Wise
National Bureau of Economic Research (NBER), Dartmouth College - Department of Economics and National Bureau of Economic Research (NBER)
Downloads 38 (505,936)
Citation 6

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101.

Health, Education, and the Post-Retirement Evolution of Household Assets

NBER Working Paper No. w18695
Number of pages: 46 Posted: 13 Jan 2013 Last Revised: 31 Jan 2021
James M. Poterba, Steven F. Venti and David A. Wise
National Bureau of Economic Research (NBER), Dartmouth College - Department of Economics and National Bureau of Economic Research (NBER)
Downloads 38 (505,936)
Citation 2

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102.

Tax Subsidies to Employer-Provided Health Insurance

NBER Working Paper No. w5147
Number of pages: 58 Posted: 26 Dec 2002 Last Revised: 27 Aug 2010
Jonathan Gruber and James M. Poterba
Massachusetts Institute of Technology (MIT) - Department of Economics and National Bureau of Economic Research (NBER)
Downloads 38 (505,936)
Citation 1

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103.

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

NBER Working Paper No. w6842
Number of pages: 35 Posted: 23 Feb 1999 Last Revised: 14 Mar 2021
James M. Poterba
National Bureau of Economic Research (NBER)
Downloads 38 (505,936)
Citation 2

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104.

Unemployment Benefits, Labor Market Transitions, and Spurious Flows: A Multinational Logit Model with Errors in Classification

NBER Working Paper No. w4434
Number of pages: 29 Posted: 15 Jun 2001 Last Revised: 13 Feb 2021
James M. Poterba and Lawrence H. Summers
National Bureau of Economic Research (NBER) and Harvard University
Downloads 37 (510,625)
Citation 2

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105.

The Income and Tax Share of Very High Income Households, 1960-1995

NBER Working Paper No. w7525
Number of pages: 16 Posted: 22 Mar 2000 Last Revised: 15 Oct 2010
Daniel R. Feenberg and James M. Poterba
National Bureau of Economic Research (NBER) and National Bureau of Economic Research (NBER)
Downloads 36 (515,342)
Citation 3

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106.

Multiple Shooting in Rational Expectations Models

NBER Working Paper No. t0003
Number of pages: 14 Posted: 27 Jun 2007 Last Revised: 07 Jul 2010
National Bureau of Economic Research (NBER), National Bureau of Economic Research (NBER), Columbia University - Columbia Earth Institute and Harvard University
Downloads 35 (520,332)
Citation 3

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107.

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

NBER Working Paper No. w3270
Number of pages: 39 Posted: 18 Apr 2007
James M. Poterba
National Bureau of Economic Research (NBER)
Downloads 35 (520,332)

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108.

Household Behavior and the Tax Reform Act of 1986

NBER Working Paper No. w2120
Number of pages: 35 Posted: 15 Jan 2007
Jerry A. Hausman and James M. Poterba
Massachusetts Institute of Technology (MIT) - Department of Economics and National Bureau of Economic Research (NBER)
Downloads 35 (520,332)
Citation 3

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109.

Did 401(K) Plans Replace Other Employer Provided Pensions?

NBER Working Paper No. w4501
Number of pages: 37 Posted: 07 Aug 2000 Last Revised: 11 Apr 2008
Leslie E. Papke, Mitchell A. Petersen and James M. Poterba
Michigan State University - Department of Economics, Northwestern University - Kellogg School of Management and National Bureau of Economic Research (NBER)
Downloads 34 (525,402)
Citation 1

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110.

Expected Future Tax Policy and Tax-Exempt Bond Yields

NBER Working Paper No. w1469
Number of pages: 67 Posted: 26 Dec 2001 Last Revised: 09 Jul 2010
James M. Poterba
National Bureau of Economic Research (NBER)
Downloads 33 (530,609)

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

NBER Working Paper No. w21682
Number of pages: 36 Posted: 02 Nov 2015 Last Revised: 07 Nov 2015
James M. Poterba, Steven F. Venti and David A. Wise
National Bureau of Economic Research (NBER), Dartmouth College - Department of Economics and National Bureau of Economic Research (NBER)
Downloads 23 (607,549)
Citation 2

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

HKS Working Paper No. 067
Number of pages: 36 Posted: 04 Nov 2015
James M. Poterba, Steven F. Venti and David A. Wise
National Bureau of Economic Research (NBER), Dartmouth College - Department of Economics and National Bureau of Economic Research (NBER)
Downloads 8 (723,012)

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Health, Health Policy, Health Economics, Assets

112.

Adjusting the Gross Changes Data: Implications for Labor Market Dynamics

NBER Working Paper No. w1436
Number of pages: 39 Posted: 28 Jun 2001 Last Revised: 28 Dec 2001
James M. Poterba and Lawrence H. Summers
National Bureau of Economic Research (NBER) and Harvard University
Downloads 31 (541,036)

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113.

The Nexus of Social Security Benefits, Health, and Wealth at Death

NBER Working Paper No. w18658
Number of pages: 27 Posted: 30 Dec 2012
James M. Poterba, Steven F. Venti and David A. Wise
National Bureau of Economic Research (NBER), Dartmouth College - Department of Economics and National Bureau of Economic Research (NBER)
Downloads 29 (552,014)
Citation 1

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114.

Finite Lifetimes and the Crowding Out Effects of Budget Deficits

NBER Working Paper No. w1955
Number of pages: 18 Posted: 21 May 2000 Last Revised: 14 Sep 2001
James M. Poterba and Lawrence H. Summers
National Bureau of Economic Research (NBER) and Harvard University
Downloads 29 (552,014)

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115.

The Long Reach of Education: Health, Wealth, and Di Participation

NBER Working Paper No. w23307
Number of pages: 27 Posted: 10 Apr 2017 Last Revised: 08 Mar 2021
James M. Poterba, Steven F. Venti and David A. Wise
National Bureau of Economic Research (NBER), Dartmouth College - Department of Economics and National Bureau of Economic Research (NBER)
Downloads 28 (557,810)
Citation 3

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116.

Why Have Corporate Tax Revenues Declined?

NBER Working Paper No. w2118
Number of pages: 46 Posted: 05 Jul 2004
Alan J. Auerbach and James M. Poterba
University of California, Berkeley - Department of Economics and National Bureau of Economic Research (NBER)
Downloads 28 (557,810)

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117.

State and Local Taxes and the Rate of Return on Nonfinancial Corporate Capital (Revised as W0740)

NBER Working Paper No. w0508
Number of pages: 29 Posted: 04 Jul 2004
Martin S. Feldstein and James M. Poterba
National Bureau of Economic Research (NBER) (deceased) and National Bureau of Economic Research (NBER)
Downloads 28 (557,810)

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118.

Implications of Rising Personal Retirement Saving

NBER Working Paper No. w6295
Number of pages: 48 Posted: 07 Sep 2000 Last Revised: 15 Mar 2021
James M. Poterba, Steven F. Venti and David A. Wise
National Bureau of Economic Research (NBER), Dartmouth College - Department of Economics and National Bureau of Economic Research (NBER)
Downloads 28 (557,810)
Citation 1

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119.

The Effects of Special Saving Programs on Saving and Wealth

NBER Working Paper No. w5287
Number of pages: 51 Posted: 21 Jun 2000 Last Revised: 19 Mar 2008
James M. Poterba, Steven F. Venti and David A. Wise
National Bureau of Economic Research (NBER), Dartmouth College - Department of Economics and National Bureau of Economic Research (NBER)
Downloads 28 (557,810)

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120.

Income Tax Provisions Affecting Owner-Occupied Housing: Revenue Costs and Incentive Effects

NBER Working Paper No. w14253
Number of pages: 45 Posted: 18 Aug 2008 Last Revised: 15 May 2012
James M. Poterba and Todd M. Sinai
National Bureau of Economic Research (NBER) and University of Pennsylvania - The Wharton School
Downloads 27 (563,677)

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121.

Do 401(K) Contributions Crowd Out Other Persoanl Saving?

NBER Working Paper No. w4391
Number of pages: 58 Posted: 05 Jan 2007 Last Revised: 19 Jul 2010
James M. Poterba, Steven F. Venti and David A. Wise
National Bureau of Economic Research (NBER), Dartmouth College - Department of Economics and National Bureau of Economic Research (NBER)
Downloads 27 (563,677)
Citation 1

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122.

Redistribution by Insurance Market Regulation: Analyzing a Ban on Gender-Based Retirement Annuities

NBER Working Paper No. w12205
Number of pages: 54 Posted: 25 May 2006 Last Revised: 23 Jun 2006
Amy Finkelstein, James M. Poterba and Casey Rothschild
Massachusetts Institute of Technology (MIT) - Department of Economics, National Bureau of Economic Research (NBER) and Wellesley College
Downloads 26 (569,865)
Citation 3

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123.

The Usefulness of the Wind-Up Measure of Pension Liabilities: a Labourmarket Perspective

NBER Working Paper No. w1559
Number of pages: 21 Posted: 16 Jul 2004 Last Revised: 07 Apr 2021
Harvard University - Department of Economics, National Bureau of Economic Research (NBER), Board of Governors of the Federal Reserve System and Harvard University
Downloads 25 (576,208)

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124.

A Tax-Based Test for Nominal Rigidities

NBER Working Paper No. w1627
Number of pages: 52 Posted: 09 Mar 2004
James M. Poterba, Julio J. Rotemberg and Lawrence H. Summers
National Bureau of Economic Research (NBER), Harvard University, Business, Government and the International Economy Unit (deceased) and Harvard University
Downloads 25 (576,208)

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125.

Congressional Distributive Politics and State Economic Performance

NBER Working Paper No. w4721
Number of pages: 50 Posted: 01 Aug 2000 Last Revised: 12 Apr 2008
Steven D. Levitt and James M. Poterba
University of Chicago and National Bureau of Economic Research (NBER)
Downloads 24 (582,562)
Citation 4

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126.

Fiscal Institutions and Public Sector Labor Markets

NBER Working Paper No. w6659
Number of pages: 39 Posted: 04 Sep 1998 Last Revised: 14 Mar 2021
James M. Poterba and Kim S. Rueben
National Bureau of Economic Research (NBER) and Tax Policy Center
Downloads 24 (582,562)

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127.

Survey Response Variation in the Current Population Survey

NBER Working Paper No. w1109
Number of pages: 25 Posted: 04 Jul 2004 Last Revised: 15 Jul 2010
James M. Poterba and Lawrence H. Summers
National Bureau of Economic Research (NBER) and Harvard University
Downloads 23 (589,067)

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128.

401(K) Plans and Tax-Deferred Saving

NBER Working Paper No. w4181
Number of pages: 76 Posted: 06 Dec 2010 Last Revised: 28 Apr 2011
James M. Poterba, Steven F. Venti and David A. Wise
National Bureau of Economic Research (NBER), Dartmouth College - Department of Economics and National Bureau of Economic Research (NBER)
Downloads 22 (595,590)
Citation 1

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129.

The Composition and Draw-Down of Wealth in Retirement

NBER Working Paper No. w17536
Number of pages: 44 Posted: 29 Oct 2011
James M. Poterba, Steven F. Venti and David A. Wise
National Bureau of Economic Research (NBER), Dartmouth College - Department of Economics and National Bureau of Economic Research (NBER)
Downloads 20 (608,901)
Citation 19

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130.

Family Status Transitions, Latent Health, and the Post-Retirement Evolution of Assets

NBER Working Paper No. w15789
Number of pages: 54 Posted: 01 Mar 2010 Last Revised: 24 Aug 2010
James M. Poterba, Steven F. Venti and David A. Wise
National Bureau of Economic Research (NBER), Dartmouth College - Department of Economics and National Bureau of Economic Research (NBER)
Downloads 20 (608,901)
Citation 3

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131.

Second Mortgages and Household Saving

NBER Working Paper No. w2853
Number of pages: 42 Posted: 21 Apr 2011
Joyce Manchester and James M. Poterba
Vermont Legislative Joint Fiscal Office and National Bureau of Economic Research (NBER)
Downloads 19 (615,594)
Citation 1

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132.

Portfolio Substitution and the Revenue Cost of Exempting State and Local Government Interest Payments from Federal Income Tax

NBER Working Paper No. w14439
Number of pages: 38 Posted: 27 Oct 2008 Last Revised: 28 Oct 2008
James M. Poterba and Arturo Ramirez Verdugo
National Bureau of Economic Research (NBER) and Protego - Public Finance
Downloads 19 (615,594)

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133.

Inflation and Taxation with Optimizing Governments

NBER Working Paper No. w2567
Number of pages: 38 Posted: 12 Jul 2010
James M. Poterba and Julio J. Rotemberg
National Bureau of Economic Research (NBER) and Harvard University, Business, Government and the International Economy Unit (deceased)
Downloads 15 (643,247)
Citation 1

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134.

Why Didn&Apos;T the Tax Reform Act of 1986 Raise Corporate Taxes?

NBER Working Paper No. w3940
Number of pages: 24 Posted: 14 Aug 2007 Last Revised: 09 Apr 2021
James M. Poterba
National Bureau of Economic Research (NBER)
Downloads 14 (650,429)

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135.

Money, Output and Prices: Evidence from a New Monetary Aggregate

NBER Working Paper No. w3824
Number of pages: 54 Posted: 16 Dec 2010
Julio J. Rotemberg, John C. Driscoll and James M. Poterba
Harvard University, Business, Government and the International Economy Unit (deceased), Board of Governors of the Federal Reserve System and National Bureau of Economic Research (NBER)
Downloads 13 (657,794)

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136.

Revenue and Incentive Effects of Basis Step-Up at Death: Lessons from the 2010 "Voluntary" Estate Tax Regime

NBER Working Paper No. w22090
Number of pages: 14 Posted: 21 Mar 2016 Last Revised: 15 Apr 2016
Robert N. Gordon, David Joulfaian and James M. Poterba
Twenty-First Securities Corporation, U.S. Department of the Treasury, Office of Tax Analysis (OTA) and National Bureau of Economic Research (NBER)
Downloads 9 (687,148)

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137.

Do Required Minimum Distributions Matter? The Effect of the 2009 Holiday on Retirement Plan Distributions

NBER Working Paper No. w20464
Number of pages: 45 Posted: 08 Sep 2014
Jeffrey R. Brown, James M. Poterba and David P. Richardson
University of Illinois at Urbana-Champaign - Department of Finance, National Bureau of Economic Research (NBER) and TIAA Institute
Downloads 9 (687,148)

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138.

Choosing between an Estate Tax and a Basis Carryover Regime: Evidence from 2010

NBER Working Paper No. w22722
Number of pages: 32 Posted: 10 Oct 2016
Robert N. Gordon, David Joulfaian and James M. Poterba
Twenty-First Securities Corporation, U.S. Department of the Treasury, Office of Tax Analysis (OTA) and National Bureau of Economic Research (NBER)
Downloads 4 (724,847)

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139.

Testing for Asymmetric Information Using 'Unused Observables' in Insurance Markets: Evidence from the U.K. Annuity Market

Journal of Risk and Insurance, Vol. 81, Issue 4, pp. 709-734, 2014
Number of pages: 26 Posted: 25 Nov 2014
Amy Finkelstein and James M. Poterba
Massachusetts Institute of Technology (MIT) - Department of Economics and National Bureau of Economic Research (NBER)
Downloads 0 (773,360)
Citation 11
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140.

Annuity Markets and Retirement Security

Center for Retirement Research at Boston College, 2001
Posted: 10 Mar 2010
James M. Poterba
National Bureau of Economic Research (NBER)

Abstract:

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141.

Stock Ownership Patters, Stock Market Fluctuations, and Consumption

MIT Dept. of Economics Working Paper No. 96-2
Posted: 19 Nov 1998
James M. Poterba and Andrew A. Samwick
National Bureau of Economic Research (NBER) and Dartmouth College - Department of Economics

Abstract:

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