John B. Shoven

National Bureau of Economic Research (NBER)

1050 Massachusetts Avenue

Cambridge, MA 02138

United States

Stanford University - Department of Economics

Professor

Landau Economics Building

579 Serra Mall

Stanford, CA 94305-6072

United States

SCHOLARLY PAPERS

59

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318

Scholarly Papers (59)

Exchange Traded Funds: A New Investment Option for Taxable Investors

MIT Department of Economics Working Paper No. 02-07
Number of pages: 15 Posted: 18 Mar 2002
James M. Poterba and John B. Shoven
Massachusetts Institute of Technology (MIT) - Department of Economics and Stanford University - Department of Economics
Downloads 2,443 (4,013)
Citation 32

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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
James M. Poterba and John B. Shoven
Massachusetts Institute of Technology (MIT) - Department of Economics and Stanford University - Department of Economics
Downloads 86 (254,118)
Citation 32

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

MIT Department of Economics Working Paper No. 02-04
Number of pages: 32 Posted: 10 Dec 2001
University of Chicago - Booth School of Business, Massachusetts Institute of Technology (MIT) - Department of Economics, University of North Carolina Kenan-Flagler Business School and Stanford University - Department of Economics
Downloads 870 (21,544)

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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

AFA 2002 Atlanta Meetings
Number of pages: 46 Posted: 05 Jan 2002
University of Chicago - Booth School of Business, Massachusetts Institute of Technology (MIT) - Department of Economics, University of North Carolina Kenan-Flagler Business School and Stanford University - Department of Economics
Downloads 348 (71,555)

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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 Sep 2012
University of Chicago - Booth School of Business, Massachusetts Institute of Technology (MIT) - Department of Economics, University of North Carolina Kenan-Flagler Business School and Stanford University - Department of Economics
Downloads 58 (318,038)

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3.

Accounting for Stock Options

Research Paper Series Paper No. 1848(R1)
Number of pages: 53 Posted: 25 Jun 2004
Jeremy Bulow and John B. Shoven
Stanford University and Stanford University - Department of Economics
Downloads 828 (22,024)
Citation 9

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Accounting standards, financial statements, expensing, compensation, benefits, vesting, microeconomics

4.

The Decision to Delay Social Security Benefits: Theory and Evidence

NBER Working Paper No. w17866
Number of pages: 50 Posted: 24 Feb 2012
John B. Shoven and Sita N. Slavov
Stanford University - Department of Economics and American Enterprise Institute
Downloads 258 (40,399)

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5.

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
Massachusetts Institute of Technology (MIT) - Department of Economics, University of Texas at Austin - McCombs School of Business and Stanford University - Department of Economics
Downloads 206 (113,212)
Citation 8

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6.

ERISA after 25 Years: A Framework for Evaluation Pension Reform

Benefits Quarterly, Vol. 15, Iss. 4, pp. 73-81, Fourth Quarter, 1999
Number of pages: 9 Posted: 18 Sep 2001
William G. Gale, John B. Shoven and Mark J. Warshawsky
Brookings Institution, Stanford University - Department of Economics and Towers Watson
Downloads 195 (127,881)

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7.

The Consequences of Population Aging on Private Pension Fund Saving and Asset Markets

NBER Working Paper No. w4665
Number of pages: 32 Posted: 27 Jun 2000
Sylvester J. Schieber and John B. Shoven
Willis Towers Watson and Stanford University - Department of Economics
Downloads 103 (199,085)
Citation 10

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8.

Asset Location in Tax-Deferred and Conventional Savings Accounts

NBER Working Paper No. w7192
Number of pages: 34 Posted: 27 Apr 2000
John B. Shoven and Clemens Sialm
Stanford University - Department of Economics and University of Texas at Austin - McCombs School of Business
Downloads 63 (282,255)
Citation 20

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9.

Tax Externalities of Equity Mutual Funds

NBER Working Paper No. w7669
Number of pages: 47 Posted: 18 May 2000
John B. Shoven, Clemens Sialm and Joel M. Dickson
Stanford University - Department of Economics, University of Texas at Austin - McCombs School of Business and Stanford University
Downloads 62 (289,129)
Citation 18

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10.

New Age Thinking: Alternative Ways of Measuring Age, Their Relationship to Labor Force Participation, Goverment Policies and GDP

NBER Working Paper No. w13476
Number of pages: 22 Posted: 15 Oct 2007 Last Revised: 10 Dec 2007
John B. Shoven
Stanford University - Department of Economics
Downloads 60 (303,444)
Citation 5

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11.

Ranking Mutual Funds on an After-Tax Basis

NBER Working Paper No. w4393
Number of pages: 56 Posted: 28 Jun 2004
Joel M. Dickson and John B. Shoven
Stanford University and Stanford University - Department of Economics
Downloads 59 (293,732)
Citation 6

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12.

When Does it Pay to Delay Social Security? The Impact of Mortality, Interest Rates, and Program Rules

NBER Working Paper No. w18210
Number of pages: 31 Posted: 07 Jul 2012 Last Revised: 11 Nov 2013
John B. Shoven and Sita N. Slavov
Stanford University - Department of Economics and American Enterprise Institute
Downloads 58 (286,829)
Citation 1

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13.

What Explains Changes in Retirement Plans During the Great Recession?

American Economic Review, Vol. 101, No. 3, 2011
Number of pages: 6 Posted: 02 Feb 2013
Gopi Shah Goda, John B. Shoven and Sita N. Slavov
Stanford University, Stanford University - Department of Economics and American Enterprise Institute
Downloads 57 (303,444)

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retirement, Great Recession, unemployment

A Stock Index Mutual Fund Without Net Capital Gains Realizations

NBER Working Paper No. w4717
Number of pages: 38 Posted: 25 May 2006
Joel M. Dickson and John B. Shoven
Stanford University and Stanford University - Department of Economics
Downloads 57 (320,858)
Citation 2

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A Stock Index Mutual Fund Without Net Capital Gains Realizations

Posted: 30 Dec 1998
Joel M. Dickson and John B. Shoven
Stanford University and Stanford University - Department of Economics

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15.

Share Repurchases and Acquisitions: an Analysis of Which Firms Participate

NBER Working Paper No. w2243
Number of pages: 40 Posted: 02 Jul 2004 Last Revised: 22 Aug 2010
John B. Shoven and Laurie Blair Simon
Stanford University - Department of Economics and National Bureau of Economic Research (NBER)
Downloads 52 (316,364)
Citation 2

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16.

Replacing the U.S. Income Tax with a Progressive Consumption Tax: A Sequenced General Equilibrium Approach

NBER Working Paper No. w0892
Number of pages: 35 Posted: 13 Nov 2007
Don Fullerton, John B. Shoven and John Whalley
University of Illinois at Urbana-Champaign - Department of Finance, Stanford University - Department of Economics and University of Western Ontario - Department of Economics
Downloads 51 (319,110)
Citation 2

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17.

The Location and Allocation of Assets in Pension and Conventional Savings Accounts

NBER Working Paper No. w7007
Number of pages: 46 Posted: 14 Apr 1999 Last Revised: 12 Oct 2010
John B. Shoven
Stanford University - Department of Economics
Downloads 47 (333,430)
Citation 12

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18.

Real Interest Rates and the Savings and Loan Crisis: the Moral Hazard Premium

NBER Working Paper No. w3754
Number of pages: 33 Posted: 28 Jun 2004 Last Revised: 07 Dec 2008
John B. Shoven, Scott Smart and Joel Waldfogel
Stanford University - Department of Economics, Indiana University - Kelley School of Business - Department of Finance and University of Minnesota - Twin Cities - Carlson School of Management
Downloads 46 (324,718)
Citation 2

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19.

New Developments in Corporate Finance and Tax Avoidance: Some Evidence

NBER Working Paper No. w2091
Number of pages: 44 Posted: 19 Jun 2004 Last Revised: 20 Sep 2010
John B. Shoven
Stanford University - Department of Economics
Downloads 44 (333,430)
Citation 1

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20.

The Taxation of Pensions: A Shelter Can Become a Trap

NBER Working Paper No. w5815
Number of pages: 63 Posted: 11 Jun 2000
John B. Shoven and David A. Wise
Stanford University - Department of Economics and National Bureau of Economic Research (NBER)
Downloads 41 (354,854)
Citation 4

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21.

Political Risk Versus Market Risk in Social Security

NBER Working Paper No. w12135
Number of pages: 22 Posted: 18 May 2006 Last Revised: 30 Aug 2010
John B. Shoven and Sita N. Slavov
Stanford University - Department of Economics and American Enterprise Institute
Downloads 40 (354,854)
Citation 6

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22.

Has the Unified Budget Undermined the Federal Government Trust Funds?

NBER Working Paper No. w10953
Number of pages: 27 Posted: 19 Dec 2004
Sita Nataraj and John B. Shoven
Occidental College - Department of Economics and Stanford University - Department of Economics
Downloads 38 (361,487)
Citation 3

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23.

The Effects of Interest Rates on Mortgage Prepayments

NBER Working Paper No. w1246
Number of pages: 32 Posted: 08 Jul 2004
Jerry Green and John B. Shoven
Harvard University, HBS Negotiations, Organizations and Markets Unit; Dept. of Economics and Stanford University - Department of Economics
Downloads 38 (348,577)
Citation 17

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24.

Fundamental Value and Market Value

NBER Working Paper No. w3452
Number of pages: 50 Posted: 03 May 2004
Yale University - Department of Economics, University of Michigan at Ann Arbor - Department of Economics and Stanford University - Department of Economics
Downloads 38 (348,577)
Citation 6

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25.

Social Security and the Timing of Divorce

NBER Working Paper No. w13382
Number of pages: 22 Posted: 10 Sep 2007 Last Revised: 27 Jul 2010
Gopi Shah Goda, John B. Shoven and Sita N. Slavov
Stanford University, Stanford University - Department of Economics and American Enterprise Institute
Downloads 36 (382,702)
Citation 1

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26.

Asset Allocation and Risk Allocation: Can Social Security Improve its Future Solvency Problem by Investing in Private Securities?

NBER Working Paper No. w7015
Number of pages: 33 Posted: 19 May 1999 Last Revised: 07 Aug 2014
Thomas E. MaCurdy and John B. Shoven
Stanford University and Stanford University - Department of Economics
Downloads 36 (371,931)
Citation 3

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27.

The Social Security Cost of Smoking

NBER Working Paper No. w2234
Number of pages: 29 Posted: 28 Dec 2002 Last Revised: 11 Aug 2010
John B. Shoven, Jeffrey O. Sundberg and John P. Bunker
Stanford University - Department of Economics, Lake Forest College - Department of Economics and Stanford University - Department of Health Research And Policy
Downloads 34 (382,702)
Citation 7

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28.

Annuity Markets, Savings, and the Capital Stock

NBER Working Paper No. w1250
Number of pages: 40 Posted: 27 Apr 2000
Laurence J. Kotlikoff, John B. Shoven and Avia Spivak
Boston University - Department of Economics, Stanford University - Department of Economics and Ben-Gurion University of the Negev - Department of Economics
Downloads 32 (386,463)
Citation 7

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29.

Does Retiree Health Insurance Encourage Early Retirement?

NBER Working Paper No. w17703
Number of pages: 50 Posted: 31 Dec 2011 Last Revised: 11 Nov 2013
Willis Towers Watson, Willis Towers Watson, Stanford University - Department of Economics, American Enterprise Institute and National Bureau of Economic Research (NBER)
Downloads 28 (394,233)
Citation 1

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30.

The Welfare Cost of Distortions in the United States Tax System: A General Equilibrium Approach

NBER Working Paper No. w1043
Number of pages: 44 Posted: 16 Jul 2004
Charles Ballard, John B. Shoven and John Whalley
Michigan State University, Stanford University - Department of Economics and University of Western Ontario - Department of Economics
Downloads 28 (398,226)
Citation 12

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31.

Does Stock Market Performance Influence Retirement Intentions?

NBER Working Paper No. w16211
Number of pages: 46 Posted: 26 Jul 2010 Last Revised: 26 Sep 2010
Gopi Shah Goda, John B. Shoven and Sita N. Slavov
Stanford University, Stanford University - Department of Economics and American Enterprise Institute
Downloads 26 (420,070)
Citation 4

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32.

The Japanese Tax Reform and the Effective Rate of Tax on Japanese Corporate Investments

NBER Working Paper No. w2791
Number of pages: 30 Posted: 16 Jul 2004 Last Revised: 19 Aug 2010
John B. Shoven
Stanford University - Department of Economics
Downloads 26 (424,939)
Citation 1

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33.

The Impact of Annuity Insurance on Savings and Inequality

NBER Working Paper No. w1403
Number of pages: 46 Posted: 16 Jul 2004 Last Revised: 05 Oct 2008
Laurence J. Kotlikoff, John B. Shoven and Avia Spivak
Boston University - Department of Economics, Stanford University - Department of Economics and Ben-Gurion University of the Negev - Department of Economics
Downloads 26 (420,070)
Citation 8

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34.

Pension Funding and Saving

NBER Working Paper No. w1622
Number of pages: 42 Posted: 20 Jul 2000
B. Douglas Bernheim and John B. Shoven
Stanford University - Department of Economics and Stanford University - Department of Economics
Downloads 26 (406,631)
Citation 9

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35.

A Tax on Work for the Elderly: Medicare as a Secondary Payer

NBER Working Paper No. w13383
Number of pages: 25 Posted: 10 Sep 2007 Last Revised: 28 Jul 2010
Gopi Shah Goda, John B. Shoven and Sita N. Slavov
Stanford University, Stanford University - Department of Economics and American Enterprise Institute
Downloads 24 (434,854)
Citation 2

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36.

Social Security: a Financial Appraisal Across and within Generations

NBER Working Paper No. w1891
Number of pages: 38 Posted: 04 Jul 2004 Last Revised: 06 Sep 2010
Stanford University - The Hoover Institution on War, Revolution and Peace, Boston University - Department of Economics, National Bureau of Economic Research (NBER) and Stanford University - Department of Economics
Downloads 23 (424,939)
Citation 40

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37.

Poverty Among the Elderly: Where are the Holes in the Safety Net?

NBER Working Paper No. w1923
Number of pages: 34 Posted: 25 Jun 2004
Michael J. Boskin and John B. Shoven
Stanford University - The Hoover Institution on War, Revolution and Peace and Stanford University - Department of Economics
Downloads 22 (424,939)
Citation 3

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38.

Comparable Worth in a General Equilibrium Model of the U.S. Economy

NBER Working Paper No. w2090
Number of pages: 75 Posted: 27 Apr 2000 Last Revised: 19 Sep 2010
Government of the United States of America - Congressional Budget Office (CBO), Stanford University - Department of Economics, National Bureau of Economic Research (NBER) and Stanford University - Department of Economics
Downloads 22 (424,939)
Citation 1

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39.

Static and Dynamic Resource Allocation Effects of Corporate and Personaltax Integration in the U.S.: A General Equilibrium Approach(Rev)

NBER Working Paper No. w0337
Number of pages: 36 Posted: 04 Jul 2004
University of Illinois at Urbana-Champaign - Department of Finance, National Bureau of Economic Research (NBER), Stanford University - Department of Economics and University of Western Ontario - Department of Economics
Downloads 21 (440,037)

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40.

The Economic Status of the Elderly

NBER Working Paper No. w0914
Number of pages: 63 Posted: 07 Jul 2004
Michael D. Hurd and John B. Shoven
RAND Corporation and Stanford University - Department of Economics
Downloads 20 (455,783)
Citation 6

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41.

Concepts and Measures of Earnings Replacement During Retirement

NBER Working Paper No. w1360
Number of pages: 54 Posted: 20 Dec 2001 Last Revised: 21 Sep 2010
Michael J. Boskin and John B. Shoven
Stanford University - The Hoover Institution on War, Revolution and Peace and Stanford University - Department of Economics
Downloads 20 (445,226)
Citation 11

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42.

The Distributional Impact of Social Security

NBER Working Paper No. w1155
Number of pages: 39 Posted: 07 Jul 2004 Last Revised: 30 Aug 2010
Michael D. Hurd and John B. Shoven
RAND Corporation and Stanford University - Department of Economics
Downloads 18 (450,467)
Citation 18

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43.

A Comparison of Methodologies in Empirical General Equilibrium Models of Taxation

NBER Working Paper No. w0911
Number of pages: 69 Posted: 19 Feb 2004
Don Fullerton and John B. Shoven
University of Illinois at Urbana-Champaign - Department of Finance and Stanford University - Department of Economics
Downloads 18 (445,226)
Citation 3

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44.

Removing the Disincentives in Social Security for Long Careers

NBER Working Paper No. w13110
Number of pages: 22 Posted: 27 Jun 2007 Last Revised: 12 Jun 2010
Gopi Shah Goda, Sita N. Slavov and John B. Shoven
Stanford University, American Enterprise Institute and Stanford University - Department of Economics
Downloads 17 (445,226)
Citation 6

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45.

Domestic Tax Policy and the Foreign Sector: the Importance of Alternative Foreign Sector Formulations to Results from a General Equilibrium

NBER Working Paper No. w0919
Number of pages: 49 Posted: 12 Apr 2004
Lawrence H. Goulder, John B. Shoven and John Whalley
Stanford University - Department of Economics, Stanford University - Department of Economics and University of Western Ontario - Department of Economics
Downloads 16 (455,783)
Citation 5

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46.

An Evaluation of the Role of Factor Markets and Intensities in the Social Security Crisis: A Progress Report

NBER Working Paper No. w0216
Number of pages: 37 Posted: 15 Mar 2004 Last Revised: 07 Aug 2014
John B. Shoven
Stanford University - Department of Economics
Downloads 15 (481,870)

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47.

How Well are Social Security Recipients Protected from Inflation?

NBER Working Paper No. w16212
Number of pages: 30 Posted: 26 Jul 2010 Last Revised: 26 Sep 2010
Gopi Shah Goda, John B. Shoven and Sita N. Slavov
Stanford University, Stanford University - Department of Economics and American Enterprise Institute
Downloads 14 (476,635)

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48.

Recent Changes in the Gains from Delaying Social Security

NBER Working Paper No. w19370
Number of pages: 37 Posted: 30 Aug 2013
John B. Shoven and Sita N. Slavov
Stanford University - Department of Economics and American Enterprise Institute
Downloads 12 (481,870)

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49.

Adjusting Government Policies for Age Inflation

NBER Working Paper No. w14231
Number of pages: 30 Posted: 18 Aug 2008 Last Revised: 29 Jan 2010
John B. Shoven and Gopi Shah Goda
Stanford University - Department of Economics and Stanford University
Downloads 9 (487,082)
Citation 3

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50.

Comparing the Risks of Social Security with and Without Individual Accounts

American Economic Review, Vol. 93, No. 9, 2003
Number of pages: 6 Posted: 02 Feb 2013
Sita N. Slavov and John B. Shoven
American Enterprise Institute and Stanford University - Department of Economics
Downloads 8 (497,473)

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Social Security, public pension reform, individual account, defined-benefit plan

51.

The Role of Retiree Health Insurance in the Early Retirement of Public Sector Employees

NBER Working Paper No. w19563
Number of pages: 28 Posted: 25 Oct 2013
John B. Shoven and Sita N. Slavov
Stanford University - Department of Economics and American Enterprise Institute
Downloads 5 (522,389)

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52.

Does Widowhood Explain Gender Differences in Out-of-Pocket Medical Spending Among the Elderly?

NBER Working Paper No. w17440
Number of pages: 29 Posted: 23 Sep 2011
Gopi Shah Goda, John B. Shoven and Sita N. Slavov
Stanford University, Stanford University - Department of Economics and American Enterprise Institute
Downloads 5 (522,389)
Citation 1

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53.

The Financial Feasibility of Delaying Social Security: Evidence from Administrative Tax Data

NBER Working Paper No. w21544
Number of pages: 30 Posted: 14 Sep 2015
Stanford University, U.S. Department of the Treasury, Office of Tax Analysis (OTA), Stanford University - Department of Economics and George Mason University - School of Policy, Government, and International Affairs
Downloads 2 (507,663)
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54.

Social Security Claiming Decisions: Survey Evidence

NBER Working Paper No. w23729
Number of pages: 33 Posted: 28 Aug 2017
John B. Shoven, Sita Nataraj Slavov and David A. Wise
Stanford University - Department of Economics, George Mason University - School of Policy, Government, and International Affairs and National Bureau of Economic Research (NBER)
Downloads 0 (536,325)
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55.

Pathways to Retirement Through Self-Employment

NBER Working Paper No. w23551
Number of pages: 38 Posted: 04 Jul 2017
Shanthi Ramnath, John B. Shoven and Sita Nataraj Slavov
U.S. Department of the Treasury, Office of Tax Analysis (OTA), Stanford University - Department of Economics and George Mason University - School of Policy, Government, and International Affairs
Downloads 0 (531,588)
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56.

Leaving Big Money on the Table: Arbitrage Opportunities in Delaying Social Security

NBER Working Paper No. w22853
Number of pages: 34 Posted: 28 Nov 2016
Stanford University, Financial Engines, Inc., Stanford University - Department of Economics and George Mason University - School of Policy, Government, and International Affairs
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57.

Work Incentives in the Social Security Disability Benefit Formula

NBER Working Paper No. w21708
Number of pages: 41 Posted: 16 Nov 2015
Gopi Shah Goda, John B. Shoven and Sita Nataraj Slavov
Stanford University, Stanford University - Department of Economics and George Mason University - School of Policy, Government, and International Affairs
Downloads 0 (531,588)
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58.

Does Stock Market Performance Influence Retirement Intentions?

Journal of Human Resources, Vol. 47, No. 4, 2012
Posted: 03 Feb 2013
Sita N. Slavov, Gopi Shah Goda and John B. Shoven
American Enterprise Institute, Stanford University and Stanford University - Department of Economics

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stock market, retirement, stock returns

59.

Has the Unified Budget Undermined the Federal Government Trust Funds?

Posted: 03 Feb 2013
Sita N. Slavov and John B. Shoven
American Enterprise Institute and Stanford University - Department of Economics

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Social Security, reform, Unified Budget, trust fund, payroll tax