James M. Poterba

Massachusetts Institute of Technology (MIT) - Department of Economics

Mitsui Professor/Associate Department Head

50 Memorial Drive

E52-350

Cambridge, MA 02142

United States

National Bureau of Economic Research (NBER)

1050 Massachusetts Avenue

Cambridge, MA 02138

United States

SCHOLARLY PAPERS

143

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3,866

Scholarly Papers (143)

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 (4,015)
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 (254,266)
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 (21,564)

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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 (71,600)

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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 (318,233)

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3.

Mean Reversion in Stock Prices: Evidence and Implications

NBER Working Paper No. w2343
Number of pages: 48 Posted: 16 Jun 2004
James M. Poterba and Lawrence H. Summers
Massachusetts Institute of Technology (MIT) - Department of Economics and Harvard University
Downloads 1,104 (5,927)
Citation 314

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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 Massachusetts Institute of Technology (MIT) - Department of Economics

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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

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
Massachusetts Institute of Technology (MIT) - Department of Economics, New York University (NYU) - Robert F. Wagner Graduate School of Public Service and University of Virginia - McIntire School of Commerce
Downloads 719 (28,360)
Citation 7

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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
Massachusetts Institute of Technology (MIT) - Department of Economics, New York University (NYU) - Robert F. Wagner Graduate School of Public Service and University of Virginia - McIntire School of Commerce
Downloads 71 (285,472)
Citation 8

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6.

What Moves Stock Prices?

NBER Working Paper No. w2538
Number of pages: 29 Posted: 27 Apr 2000
David M. Cutler, James M. Poterba and Lawrence H. Summers
Harvard University - Department of Economics, Massachusetts Institute of Technology (MIT) - Department of Economics and Harvard University
Downloads 720 (21,622)
Citation 147

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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
Harvard Business School and Massachusetts Institute of Technology (MIT) - Department of Economics
Downloads 475 (49,028)
Citation 33

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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
Harvard Business School and Massachusetts Institute of Technology (MIT) - Department of Economics
Downloads 33 (403,811)
Citation 33

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8.
Downloads 455 ( 52,361)
Citation 64

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
Harvard Business School and Massachusetts Institute of Technology (MIT) - Department of Economics
Downloads 404 (59,995)
Citation 64

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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
Harvard Business School and Massachusetts Institute of Technology (MIT) - Department of Economics
Downloads 51 (339,031)
Citation 64

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9.

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
Tuck School of Business at Dartmouth and Massachusetts Institute of Technology (MIT) - Department of Economics
Downloads 420 (38,274)
Citation 446

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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: 27 Aug 2010
James M. Poterba
Massachusetts Institute of Technology (MIT) - Department of Economics
Downloads 338 (69,350)
Citation 30

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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 Massachusetts Institute of Technology (MIT) - Department of Economics
Downloads 272 (94,780)
Citation 12

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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
Daniel R. Feenberg and James M. Poterba
National Bureau of Economic Research (NBER) and Massachusetts Institute of Technology (MIT) - Department of Economics
Downloads 53 (332,826)
Citation 12

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12.

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 Massachusetts Institute of Technology (MIT) - Department of Economics
Downloads 319 (75,695)
Citation 3

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13.

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
Massachusetts Institute of Technology (MIT) - Department of Economics
Downloads 228 (103,216)
Citation 3

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14.

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 (113,303)
Citation 8

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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 Massachusetts Institute of Technology (MIT) - Department of Economics
Downloads 169 (151,343)
Citation 3

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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
Woodrow T. Johnson and James M. Poterba
U.S. Securities and Exchange Commission and Massachusetts Institute of Technology (MIT) - Department of Economics
Downloads 26 (437,320)
Citation 3

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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
James M. Poterba
Massachusetts Institute of Technology (MIT) - Department of Economics
Downloads 176 (134,092)
Citation 14

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17.

Were Japanese Stock Prices Too High?

NBER Working Paper No. w3290
Number of pages: 44 Posted: 27 Apr 2000
Kenneth R. French and James M. Poterba
Tuck School of Business at Dartmouth and Massachusetts Institute of Technology (MIT) - Department of Economics
Downloads 167 (121,125)
Citation 51

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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
Massachusetts Institute of Technology (MIT) - Department of Economics
Downloads 161 (140,286)

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Inter-Asset Differences in Effective Estate Tax Burdens

MIT Department of Economics Working Paper No. 03-08
Number of pages: 15 Posted: 17 Feb 2003
James M. Poterba and Scott J. Weisbenner
Massachusetts Institute of Technology (MIT) - Department of Economics and University of Illinois at Urbana-Champaign - Department of Finance
Downloads 111 (213,309)
Citation 2

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Estate Taxation, Bequests, Tax Avoidance

Inter-Asset Differences in Effective Estate Tax Burdens

NBER Working Paper No. W9456
Number of pages: 14 Posted: 30 Jan 2003
James M. Poterba and Scott J. Weisbenner
Massachusetts Institute of Technology (MIT) - Department of Economics and University of Illinois at Urbana-Champaign - Department of Finance
Downloads 28 (426,939)
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
Massachusetts Institute of Technology (MIT) - Department of Economics and Harvard University
Downloads 137 (160,294)
Citation 93

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21.
Downloads 133 (184,930)
Citation 14

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
Massachusetts Institute of Technology (MIT) - Department of Economics
Downloads 93 (241,592)
Citation 14

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Valuing Assets in Retirement Saving Accounts

NBER Working Paper No. w10395
Number of pages: 39 Posted: 09 Apr 2004
James M. Poterba
Massachusetts Institute of Technology (MIT) - Department of Economics
Downloads 40 (376,012)
Citation 14

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22.

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 Massachusetts Institute of Technology (MIT) - Department of Economics
Downloads 130 (186,053)

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23.

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 Massachusetts Institute of Technology (MIT) - Department of Economics
Downloads 123 (187,200)
Citation 16

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24.

Household Portfolio Allocation Over the Life Cycle

NBER Working Paper No. w6185
Number of pages: 56 Posted: 06 Sep 2000
James M. Poterba and Andrew A. Samwick
Massachusetts Institute of Technology (MIT) - Department of Economics and Dartmouth College - Department of Economics
Downloads 108 (203,052)
Citation 50

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25.

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
James M. Poterba, Steven F. Venti and David A. Wise
Massachusetts Institute of Technology (MIT) - Department of Economics, Dartmouth College - Department of Economics and National Bureau of Economic Research (NBER)
Downloads 104 (222,397)
Citation 26

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26.

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

NBER Working Paper No. R1537
Number of pages: 18 Posted: 14 Jul 2000
Kenneth R. French and James M. Poterba
Tuck School of Business at Dartmouth and Massachusetts Institute of Technology (MIT) - Department of Economics
Downloads 104 (165,828)
Citation 14

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27.

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
James M. Poterba
Massachusetts Institute of Technology (MIT) - Department of Economics
Downloads 101 (209,576)
Citation 13

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28.

Do Budget Rules Work?

NBER Working Paper No. w5550
Number of pages: 61 Posted: 19 May 1998 Last Revised: 01 Oct 2010
James M. Poterba
Massachusetts Institute of Technology (MIT) - Department of Economics
Downloads 101 (217,964)
Citation 33

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29.
Downloads 98 (231,656)
Citation 4

Household Ownership of Variable Annuities

NBER Working Paper No. w11964
Number of pages: 34 Posted: 23 Jan 2006
Jeffrey R. Brown and James M. Poterba
University of Illinois at Urbana-Champaign - Department of Finance and Massachusetts Institute of Technology (MIT) - Department of Economics
Downloads 62 (307,471)
Citation 4

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Household Ownership of Variable Annuities

NBER Working Paper No. w11964
Number of pages: 34 Posted: 04 Aug 2011
Jeffrey R. Brown and James M. Poterba
University of Illinois at Urbana-Champaign - Department of Finance and Massachusetts Institute of Technology (MIT) - Department of Economics
Downloads 19 (477,515)
Citation 4

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Household Ownership of Variable Annuities

NBER Working Paper No. w11964
Number of pages: 34 Posted: 12 Sep 2011
Jeffrey R. Brown and James M. Poterba
University of Illinois at Urbana-Champaign - Department of Finance and Massachusetts Institute of Technology (MIT) - Department of Economics
Downloads 17 (489,150)
Citation 4

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30.

The Persistence of Volatility and Stock Market Fluctuations

NBER Working Paper No. w1462
Number of pages: 34 Posted: 16 Jul 2004
James M. Poterba and Lawrence H. Summers
Massachusetts Institute of Technology (MIT) - Department of Economics and Harvard University
Downloads 96 (217,964)
Citation 94

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31.

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

NBER Working Paper No. w13083
Number of pages: 32 Posted: 27 Jun 2007
James M. Poterba, Steven F. Venti and David A. Wise
Massachusetts Institute of Technology (MIT) - Department of Economics, Dartmouth College - Department of Economics and National Bureau of Economic Research (NBER)
Downloads 95 (236,555)
Citation 5

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32.

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, Massachusetts Institute of Technology (MIT) - Department of Economics and Towers Watson
Downloads 95 (173,420)
Citation 12

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33.

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
Massachusetts Institute of Technology (MIT) - Department of Economics, Stanford Graduate School of Business, National Bureau of Economic Research (NBER) and Dartmouth College - Department of Economics
Downloads 94 (238,144)
Citation 21

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34.

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

NBER Working Paper No. w3649
Number of pages: 42 Posted: 14 Nov 2007
James M. Poterba
Massachusetts Institute of Technology (MIT) - Department of Economics
Downloads 92 (225,427)
Citation 9

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35.

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
Massachusetts Institute of Technology (MIT) - Department of Economics and Tax Policy Center
Downloads 89 (246,775)
Citation 40

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36.
Downloads 85 (253,990)
Citation 1

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
Massachusetts Institute of Technology (MIT) - Department of Economics, Dartmouth College - Department of Economics and National Bureau of Economic Research (NBER)
Downloads 59 (315,459)
Citation 1

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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
Massachusetts Institute of Technology (MIT) - Department of Economics, Dartmouth College - Department of Economics and National Bureau of Economic Research (NBER)
Downloads 26 (437,320)
Citation 1

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37.

Taxation, Risk-Taking, and Household Portfolio Behavior

NBER Working Paper No. w8340
Number of pages: 93 Posted: 25 May 2006
James M. Poterba
Massachusetts Institute of Technology (MIT) - Department of Economics
Downloads 82 (255,879)
Citation 37

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38.

Demographic Structure and the Political Economy of Public Education

NBER Working Paper No. w5677
Number of pages: 39 Posted: 29 Oct 1996
James M. Poterba
Massachusetts Institute of Technology (MIT) - Department of Economics
Downloads 82 (246,775)
Citation 79

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39.

Stock Ownership Patterns, Stock Market Fluctuations, and Consumption

NBER Working Paper No. R2027
Number of pages: 68 Posted: 04 Jul 2004
James M. Poterba and Andrew A. Samwick
Massachusetts Institute of Technology (MIT) - Department of Economics and Dartmouth College - Department of Economics
Downloads 81 (243,364)
Citation 77

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40.

New Evidence on the Money's Worth of Individual Annuities

NBER Working Paper No. w6002
Number of pages: 47 Posted: 20 Jul 2000
Olivia S. Mitchell, James M. Poterba and Mark J. Warshawsky
University of Pennsylvania - The Wharton School, Massachusetts Institute of Technology (MIT) - Department of Economics and Towers Watson
Downloads 80 (231,656)
Citation 163

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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
Massachusetts Institute of Technology (MIT) - Department of Economics, Stanford Graduate School of Business, Dartmouth College - Department of Economics and National Bureau of Economic Research (NBER)
Downloads 74 (253,990)
Citation 15

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42.

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
James M. Poterba
Massachusetts Institute of Technology (MIT) - Department of Economics
Downloads 74 (263,679)
Citation 55

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43.

Tax Loss Carryforwards and Corporate Tax Incentives

NBER Working Paper No. w1863
Number of pages: 57 Posted: 05 Jul 2004 Last Revised: 07 Aug 2010
Alan J. Auerbach and James M. Poterba
University of California, Berkeley - Department of Economics and Massachusetts Institute of Technology (MIT) - Department of Economics
Downloads 69 (287,015)
Citation 32

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44.

Taxation and Corporate Payout Policy

NBER Working Paper No. w10321
Number of pages: 12 Posted: 15 Sep 2010 Last Revised: 05 Jan 2012
James M. Poterba
Massachusetts Institute of Technology (MIT) - Department of Economics
Downloads 68 (282,423)
Citation 44

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45.

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, Massachusetts Institute of Technology (MIT) - Department of Economics and Harvard University
Downloads 68 (267,553)
Citation 74

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46.

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 Massachusetts Institute of Technology (MIT) - Department of Economics
Downloads 68 (267,553)
Citation 50

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47.

Population Age Structure and Asset Returns: an Empirical Investigation

NBER Working Paper No. w6774
Number of pages: 41 Posted: 07 Nov 1998
James M. Poterba
Massachusetts Institute of Technology (MIT) - Department of Economics
Downloads 67 (278,068)
Citation 36

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48.

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 Massachusetts Institute of Technology (MIT) - Department of Economics
Downloads 66 (282,423)
Citation 11

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49.

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
Massachusetts Institute of Technology (MIT) - Department of Economics, Dartmouth College - Department of Economics and National Bureau of Economic Research (NBER)
Downloads 64 (298,616)
Citation 10

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50.
Downloads 62 (303,611)

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
Massachusetts Institute of Technology (MIT) - Department of Economics, Dartmouth College - Department of Economics and National Bureau of Economic Research (NBER)
Downloads 46 (354,975)

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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
Massachusetts Institute of Technology (MIT) - Department of Economics, Dartmouth College - Department of Economics and National Bureau of Economic Research (NBER)
Downloads 16 (494,834)

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51.

Taxation and Portfolio Structure: Issues and Implications

NBER Working Paper No. w8223
Number of pages: 50 Posted: 08 Apr 2001
James M. Poterba
Massachusetts Institute of Technology (MIT) - Department of Economics
Downloads 62 (287,015)
Citation 28

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52.

Joint Life Annuities and Annuity Demand by Married Couples

NBER Working Paper No. w7199
Number of pages: 34 Posted: 22 Jul 1999
Jeffrey R. Brown and James M. Poterba
University of Illinois at Urbana-Champaign - Department of Finance and Massachusetts Institute of Technology (MIT) - Department of Economics
Downloads 62 (278,068)
Citation 54

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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
Amy Finkelstein and James M. Poterba
Massachusetts Institute of Technology (MIT) - Department of Economics and Massachusetts Institute of Technology (MIT) - Department of Economics
Downloads 61 (310,107)
Citation 92

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

Journal of Political Economy, Vol. 112, No. 1, Pt. 1, pp. 183-208, February 2004
Posted: 25 Jan 2004
Amy Finkelstein and James M. Poterba
Massachusetts Institute of Technology (MIT) - Department of Economics and Massachusetts Institute of Technology (MIT) - Department of Economics

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54.

The Costs of Annuitizing Retirement Payouts from Individual Accounts

NBER Working Paper No. w6918
Number of pages: 37 Posted: 12 Mar 1999
James M. Poterba and Mark J. Warshawsky
Massachusetts Institute of Technology (MIT) - Department of Economics and Towers Watson
Downloads 61 (296,205)
Citation 17

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55.

Utility Evaluation of Risk in Retirement Saving Accounts

NBER Working Paper No. w9892
Number of pages: 49 Posted: 17 Aug 2003
Massachusetts Institute of Technology (MIT) - Department of Economics, Stanford Graduate School of Business, Dartmouth College - Department of Economics and National Bureau of Economic Research (NBER)
Downloads 55 (322,038)
Citation 22

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56.

The Effective Tax Rate and the Pretax Rate of Return

NBER Working Paper No. w0740
Number of pages: 46 Posted: 18 Aug 2004
National Bureau of Economic Research (NBER), Massachusetts Institute of Technology (MIT) - Department of Economics and National Bureau of Economic Research (NBER)
Downloads 54 (324,899)
Citation 33

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57.

Is the Gasoline Tax Regressive?

NBER Working Paper No. w3578
Number of pages: 37 Posted: 08 Jun 2004
James M. Poterba
Massachusetts Institute of Technology (MIT) - Department of Economics
Downloads 54 (311,247)
Citation 28

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58.

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: 16 Aug 2010
Jonathan Gruber and James M. Poterba
Massachusetts Institute of Technology (MIT) - Department of Economics and Massachusetts Institute of Technology (MIT) - Department of Economics
Downloads 54 (324,899)
Citation 49

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59.

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: 12 Oct 2010
Amy Finkelstein and James M. Poterba
Massachusetts Institute of Technology (MIT) - Department of Economics and Massachusetts Institute of Technology (MIT) - Department of Economics
Downloads 52 (330,716)
Citation 22

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60.

Distributional Effects of Adopting a National Retail Sales Tax

NBER Working Paper No. w5885
Number of pages: 64 Posted: 12 Jul 2000 Last Revised: 04 Oct 2010
Daniel R. Feenberg, Andrew Mitrusi and James M. Poterba
National Bureau of Economic Research (NBER), National Bureau of Economic Research (NBER) and Massachusetts Institute of Technology (MIT) - Department of Economics
Downloads 51 (333,634)
Citation 12

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61.

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
Massachusetts Institute of Technology (MIT) - Department of Economics and National Bureau of Economic Research (NBER)
Downloads 50 (319,274)
Citation 10

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62.

Dividend Taxes, Corporate Investment, and "Q"

NBER Working Paper No. w0829
Number of pages: 49 Posted: 21 Aug 2007
James M. Poterba and Lawrence H. Summers
Massachusetts Institute of Technology (MIT) - Department of Economics and Harvard University
Downloads 49 (330,716)
Citation 27

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63.

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
Massachusetts Institute of Technology (MIT) - Department of Economics and Harvard University, Business, Government and the International Economy Unit (deceased)
Downloads 48 (327,761)
Citation 6

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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
Massachusetts Institute of Technology (MIT) - Department of Economics and Dartmouth College - Department of Economics
Downloads 48 (322,038)
Citation 38

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65.

Taxation and Housing: Old Questions, New Answers

NBER Working Paper No. w3963
Number of pages: 15 Posted: 25 Jul 2007
James M. Poterba
Massachusetts Institute of Technology (MIT) - Department of Economics
Downloads 47 (316,532)
Citation 36

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66.

Tax-Motivated Trading by Individual Investors

NBER Working Paper No. w10275
Number of pages: 54 Posted: 09 Feb 2004
Zoran Ivkovich, James M. Poterba and Scott J. Weisbenner
Michigan State University, Department of Finance, Massachusetts Institute of Technology (MIT) - Department of Economics and University of Illinois at Urbana-Champaign - Department of Finance
Downloads 47 (345,732)
Citation 15

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67.

Speculative Dynamics and the Role of Feedback Traders

NBER Working Paper No. w3243
Number of pages: 18 Posted: 04 Jul 2004
David M. Cutler, James M. Poterba and Lawrence H. Summers
Harvard University - Department of Economics, Massachusetts Institute of Technology (MIT) - Department of Economics and Harvard University
Downloads 46 (330,716)
Citation 50

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68.

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

NBER Working Paper No. w5449
Number of pages: 16 Posted: 20 Jul 2000
James M. Poterba
Massachusetts Institute of Technology (MIT) - Department of Economics
Downloads 46 (339,663)
Citation 58

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69.

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
James M. Poterba and Scott J. Weisbenner
Massachusetts Institute of Technology (MIT) - Department of Economics and University of Illinois at Urbana-Champaign - Department of Finance
Downloads 45 (339,663)
Citation 16

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70.

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 Massachusetts Institute of Technology (MIT) - Department of Economics
Downloads 44 (355,055)
Citation 11

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71.

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
Daniel R. Feenberg and James M. Poterba
National Bureau of Economic Research (NBER) and Massachusetts Institute of Technology (MIT) - Department of Economics
Downloads 42 (361,693)
Citation 31

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72.

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
Massachusetts Institute of Technology (MIT) - Department of Economics and Tax Policy Center
Downloads 42 (345,732)
Citation 16

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73.

Venture Capital and Capital Gains Taxation

NBER Working Paper No. w2832
Number of pages: 23 Posted: 29 Sep 2010 Last Revised: 27 Dec 2011
James M. Poterba
Massachusetts Institute of Technology (MIT) - Department of Economics
Downloads 41 (339,663)
Citation 54

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74.

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
James M. Poterba, Steven F. Venti and David A. Wise
Massachusetts Institute of Technology (MIT) - Department of Economics, Dartmouth College - Department of Economics and National Bureau of Economic Research (NBER)
Downloads 41 (348,787)
Citation 7

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75.

Valuing Assets in Retirement Savings Accounts

Number of pages: 40 Posted: 07 Jun 2008 Last Revised: 20 Jun 2008
James M. Poterba
Massachusetts Institute of Technology (MIT) - Department of Economics
Downloads 40 (365,045)
Citation 14

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76.

Interpreting Ex-Dividend Evidence: The Citizens Utilities Case Reconsidered

NBER Working Paper No. w1131
Number of pages: 48 Posted: 08 Jun 2004 Last Revised: 06 Aug 2010
James M. Poterba
Massachusetts Institute of Technology (MIT) - Department of Economics
Downloads 40 (368,557)
Citation 2

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77.

How Burdensome are Capital Gains Taxes?

NBER Working Paper No. w1871
Number of pages: 35 Posted: 26 May 2004
James M. Poterba
Massachusetts Institute of Technology (MIT) - Department of Economics
Downloads 40 (368,557)
Citation 31

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78.

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: 07 Aug 2007
James M. Poterba, Steven F. Venti and David A. Wise
Massachusetts Institute of Technology (MIT) - Department of Economics, Dartmouth College - Department of Economics and National Bureau of Economic Research (NBER)
Downloads 39 (361,693)
Citation 9

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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
Massachusetts Institute of Technology (MIT) - Department of Economics
Downloads 39 (355,055)
Citation 51

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80.

New Evidence that Taxes Affect the Valuation of Dividends

NBER Working Paper No. w1288
Number of pages: 39 Posted: 19 Jun 2004
James M. Poterba and Lawrence H. Summers
Massachusetts Institute of Technology (MIT) - Department of Economics and Harvard University
Downloads 39 (355,055)
Citation 64

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81.

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
Andrea L. Kusko, James M. Poterba and David W. Wilcox
Federal Reserve Board - Fiscal Analysis Section, Massachusetts Institute of Technology (MIT) - Department of Economics and Federal Reserve Board - Division of Research and Statistics
Downloads 39 (355,055)
Citation 27

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82.

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

NBER Working Paper No. w12112
Number of pages: 37 Posted: 20 Jul 2006
Amy Finkelstein and James M. Poterba
Massachusetts Institute of Technology (MIT) - Department of Economics and Massachusetts Institute of Technology (MIT) - Department of Economics
Downloads 38 (361,693)
Citation 21

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83.

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) and Massachusetts Institute of Technology (MIT) - Department of Economics
Downloads 38 (342,699)
Citation 30

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84.

Which Households Own Municipal Bonds? Evidence from Tax Returns

NBER Working Paper No. w3900
Number of pages: 24 Posted: 08 Jan 2008 Last Revised: 30 Aug 2010
Daniel R. Feenberg and James M. Poterba
National Bureau of Economic Research (NBER) and Massachusetts Institute of Technology (MIT) - Department of Economics
Downloads 37 (365,045)
Citation 5

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85.

Inflation, Income Taxes, and Owner-Occupied Housing

NBER Working Paper No. w0553
Number of pages: 30 Posted: 28 May 2004
James M. Poterba
Massachusetts Institute of Technology (MIT) - Department of Economics
Downloads 37 (355,055)
Citation 9

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86.

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
Massachusetts Institute of Technology (MIT) - Department of Economics, Dartmouth College - Department of Economics and National Bureau of Economic Research (NBER)
Downloads 37 (379,178)
Citation 24

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87.

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
Massachusetts Institute of Technology (MIT) - Department of Economics, Dartmouth College - Department of Economics and National Bureau of Economic Research (NBER)
Downloads 36 (382,896)
Citation 12

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88.

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: 22 Aug 2010
James M. Poterba
Massachusetts Institute of Technology (MIT) - Department of Economics
Downloads 36 (361,693)
Citation 5

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89.

Tax Reform and the Market for Tax-Exempt Debt

NBER Working Paper No. w2900
Number of pages: 44 Posted: 13 Aug 2001
James M. Poterba
Massachusetts Institute of Technology (MIT) - Department of Economics
Downloads 36 (365,045)
Citation 15

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90.

Capital Budgets, Borrowing Rules, and State Capital Spending

NBER Working Paper No. w4235
Number of pages: 30 Posted: 29 Dec 2006 Last Revised: 30 Jul 2010
James M. Poterba
Massachusetts Institute of Technology (MIT) - Department of Economics
Downloads 34 (390,515)
Citation 19

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91.

Retirement Security in an Aging Society

NBER Working Paper No. w19930
Number of pages: 58 Posted: 24 Feb 2014
James M. Poterba
Massachusetts Institute of Technology (MIT) - Department of Economics
Downloads 33 (368,557)

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92.

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

NBER Working Paper No. w5298
Number of pages: 42 Posted: 22 Sep 2000
James M. Poterba, Steven F. Venti and David A. Wise
Massachusetts Institute of Technology (MIT) - Department of Economics, Dartmouth College - Department of Economics and National Bureau of Economic Research (NBER)
Downloads 33 (382,896)
Citation 19

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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
Massachusetts Institute of Technology (MIT) - Department of Economics
Downloads 33 (375,522)
Citation 23

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94.

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 Massachusetts Institute of Technology (MIT) - Department of Economics
Downloads 33 (394,461)
Citation 21

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95.

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: 29 Feb 2012
James M. Poterba, Steven F. Venti and David A. Wise
Massachusetts Institute of Technology (MIT) - Department of Economics, Dartmouth College - Department of Economics and National Bureau of Economic Research (NBER)
Downloads 32 (394,461)
Citation 1

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96.

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
Massachusetts Institute of Technology (MIT) - Department of Economics and Harvard University
Downloads 32 (375,522)
Citation 3

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97.

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: 15 Aug 2010
James M. Poterba and Lawrence H. Summers
Massachusetts Institute of Technology (MIT) - Department of Economics and Harvard University
Downloads 32 (398,448)
Citation 9

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98.

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 Massachusetts Institute of Technology (MIT) - Department of Economics
Downloads 31 (402,497)
Citation 7

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99.

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 Massachusetts Institute of Technology (MIT) - Department of Economics
Downloads 31 (368,557)
Citation 4

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100.

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: 11 Oct 2010
James M. Poterba
Massachusetts Institute of Technology (MIT) - Department of Economics
Downloads 30 (394,461)
Citation 23

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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 2013
James M. Poterba, Steven F. Venti and David A. Wise
Massachusetts Institute of Technology (MIT) - Department of Economics, Dartmouth College - Department of Economics and National Bureau of Economic Research (NBER)
Downloads 29 (402,497)
Citation 1

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102.

Selection Effects in the United Kingdom Individual Annuities Market

The Economic Journal, Vol. 112, pp. 28-50, 2002
Number of pages: 23 Posted: 13 Nov 2002
Amy Finkelstein and James M. Poterba
Massachusetts Institute of Technology (MIT) - Department of Economics and Massachusetts Institute of Technology (MIT) - Department of Economics
Downloads 29 (411,195)
Citation 41
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103.

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: 10 Oct 2010
James M. Poterba and Scott J. Weisbenner
Massachusetts Institute of Technology (MIT) - Department of Economics and University of Illinois at Urbana-Champaign - Department of Finance
Downloads 29 (411,195)
Citation 45

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104.

Expected Future Tax Policy and Tax-Exempt Bond Yields

NBER Working Paper No. w1469
Number of pages: 67 Posted: 26 Dec 2001
James M. Poterba
Massachusetts Institute of Technology (MIT) - Department of Economics
Downloads 28 (415,724)
Citation 2

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105.

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 Massachusetts Institute of Technology (MIT) - Department of Economics
Downloads 25 (411,195)
Citation 10

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106.

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
Massachusetts Institute of Technology (MIT) - Department of Economics
Downloads 23 (411,195)
Citation 8

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107.

Adjusting the Gross Changes Data: Implications for Labor Market Dynamics

NBER Working Paper No. w1436
Number of pages: 39 Posted: 28 Jun 2001
James M. Poterba and Lawrence H. Summers
Massachusetts Institute of Technology (MIT) - Department of Economics and Harvard University
Downloads 23 (425,173)
Citation 3

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108.

Implications of Rising Personal Retirement Saving

NBER Working Paper No. w6295
Number of pages: 48 Posted: 07 Sep 2000 Last Revised: 07 Oct 2010
James M. Poterba, Steven F. Venti and David A. Wise
Massachusetts Institute of Technology (MIT) - Department of Economics, Dartmouth College - Department of Economics and National Bureau of Economic Research (NBER)
Downloads 23 (435,069)
Citation 12

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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 Massachusetts Institute of Technology (MIT) - Department of Economics
Downloads 23 (420,281)
Citation 16

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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
Massachusetts Institute of Technology (MIT) - Department of Economics, Dartmouth College - Department of Economics and National Bureau of Economic Research (NBER)
Downloads 17 (489,150)

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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
Massachusetts Institute of Technology (MIT) - Department of Economics, Dartmouth College - Department of Economics and National Bureau of Economic Research (NBER)
Downloads 5 (556,529)

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Health, Health Policy, Health Economics, Assets

111.

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
Massachusetts Institute of Technology (MIT) - Department of Economics
Downloads 22 (398,448)
Citation 32

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112.

Multiple Shooting in Rational Expectations Models

NBER Working Paper No. t0003
Number of pages: 14 Posted: 27 Jun 2007
National Bureau of Economic Research (NBER), Massachusetts Institute of Technology (MIT) - Department of Economics, Columbia University - Columbia Earth Institute and Harvard University
Downloads 22 (406,835)
Citation 9

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113.

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) and Massachusetts Institute of Technology (MIT) - Department of Economics
Downloads 22 (435,069)

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114.

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
Massachusetts Institute of Technology (MIT) - Department of Economics
Downloads 21 (425,173)
Citation 3

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115.

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
Massachusetts Institute of Technology (MIT) - Department of Economics, Dartmouth College - Department of Economics and National Bureau of Economic Research (NBER)
Downloads 20 (435,069)

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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 Massachusetts Institute of Technology (MIT) - Department of Economics
Downloads 20 (435,069)
Citation 21

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117.

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
Massachusetts Institute of Technology (MIT) - Department of Economics, Harvard University, Business, Government and the International Economy Unit (deceased) and Harvard University
Downloads 20 (445,476)
Citation 12

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118.

The Effects of Special Saving Programs on Saving and Wealth

NBER Working Paper No. w5287
Number of pages: 51 Posted: 21 Jun 2000
James M. Poterba, Steven F. Venti and David A. Wise
Massachusetts Institute of Technology (MIT) - Department of Economics, Dartmouth College - Department of Economics and National Bureau of Economic Research (NBER)
Downloads 20 (440,280)
Citation 5

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119.

Finite Lifetimes and the Crowding Out Effects of Budget Deficits

NBER Working Paper No. w1955
Number of pages: 18 Posted: 21 May 2000
James M. Poterba and Lawrence H. Summers
Massachusetts Institute of Technology (MIT) - Department of Economics and Harvard University
Downloads 20 (440,280)
Citation 4

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120.

Survey Response Variation in the Current Population Survey

NBER Working Paper No. w1109
Number of pages: 25 Posted: 04 Jul 2004
James M. Poterba and Lawrence H. Summers
Massachusetts Institute of Technology (MIT) - Department of Economics and Harvard University
Downloads 19 (461,288)
Citation 4

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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
James M. Poterba, Steven F. Venti and David A. Wise
Massachusetts Institute of Technology (MIT) - Department of Economics, Dartmouth College - Department of Economics and National Bureau of Economic Research (NBER)
Downloads 18 (440,280)
Citation 39

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122.

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
James M. Poterba and Todd M. Sinai
Massachusetts Institute of Technology (MIT) - Department of Economics and University of Pennsylvania - The Wharton School
Downloads 17 (445,476)
Citation 1

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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
Harvard University - Department of Economics, Massachusetts Institute of Technology (MIT) - Department of Economics, Federal Reserve Board - Division of Research and Statistics and Harvard University
Downloads 17 (445,476)

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124.

Fiscal Institutions and Public Sector Labor Markets

NBER Working Paper No. w6659
Number of pages: 39 Posted: 04 Sep 1998 Last Revised: 10 Oct 2010
James M. Poterba and Kim S. Rueben
Massachusetts Institute of Technology (MIT) - Department of Economics and Tax Policy Center
Downloads 17 (450,704)
Citation 29

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125.

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, Massachusetts Institute of Technology (MIT) - Department of Economics and Wellesley College
Downloads 16 (456,020)
Citation 8

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126.

Congressional Distributive Politics and State Economic Performance

NBER Working Paper No. w4721
Number of pages: 50 Posted: 01 Aug 2000
Steven D. Levitt and James M. Poterba
University of Chicago and Massachusetts Institute of Technology (MIT) - Department of Economics
Downloads 16 (461,288)
Citation 17

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127.

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
Massachusetts Institute of Technology (MIT) - Department of Economics, Dartmouth College - Department of Economics and National Bureau of Economic Research (NBER)
Downloads 14 (482,124)
Citation 4

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128.

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
James M. Poterba and Arturo Ramirez Verdugo
Massachusetts Institute of Technology (MIT) - Department of Economics and Protego - Public Finance
Downloads 14 (476,844)
Citation 4

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129.

401(K) Plans and Tax-Deferred Saving

NBER Working Paper No. w4181
Number of pages: 76 Posted: 06 Dec 2010
James M. Poterba, Steven F. Venti and David A. Wise
Massachusetts Institute of Technology (MIT) - Department of Economics, Dartmouth College - Department of Economics and National Bureau of Economic Research (NBER)
Downloads 12 (482,124)
Citation 17

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130.

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
Massachusetts Institute of Technology (MIT) - Department of Economics, Dartmouth College - Department of Economics and National Bureau of Economic Research (NBER)
Downloads 11 (476,844)
Citation 2

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131.

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

NBER Working Paper No. w3940
Number of pages: 24 Posted: 14 Aug 2007
James M. Poterba
Massachusetts Institute of Technology (MIT) - Department of Economics
Downloads 11 (497,710)
Citation 2

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132.

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
Massachusetts Institute of Technology (MIT) - Department of Economics and Harvard University, Business, Government and the International Economy Unit (deceased)
Downloads 10 (507,924)
Citation 8

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133.

Portfolio Risk and Self-Directed Retirement Saving Programmes

Economic Journal, Vol. 114, No. 494, pp. C26-C51, March 2004
Number of pages: 26 Posted: 20 Jun 2004
James M. Poterba
Massachusetts Institute of Technology (MIT) - Department of Economics
Downloads 8 (517,928)
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134.

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 Massachusetts Institute of Technology (MIT) - Department of Economics
Downloads 7 (497,710)
Citation 8

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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), Federal Reserve Board and Massachusetts Institute of Technology (MIT) - Department of Economics
Downloads 7 (507,924)
Citation 7

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136.

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, Massachusetts Institute of Technology (MIT) - Department of Economics and TIAA-CREF Institute
Downloads 5 (527,332)

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137.

Longitudinal Determinants of End-of-Life Wealth Inequality

NBER Working Paper No. w23839
Number of pages: 42 Posted: 25 Sep 2017
James M. Poterba, Steven F. Venti and David A. Wise
Massachusetts Institute of Technology (MIT) - Department of Economics, Dartmouth College - Department of Economics and National Bureau of Economic Research (NBER)
Downloads 0 (471,715)

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138.

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: 17 Apr 2017
James M. Poterba, Steven F. Venti and David A. Wise
Massachusetts Institute of Technology (MIT) - Department of Economics, Dartmouth College - Department of Economics and National Bureau of Economic Research (NBER)
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139.

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 Massachusetts Institute of Technology (MIT) - Department of Economics
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140.

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 Massachusetts Institute of Technology (MIT) - Department of Economics
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141.

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 Massachusetts Institute of Technology (MIT) - Department of Economics
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142.

Annuity Markets and Retirement Security

Center for Retirement Research at Boston College, 2001
Posted: 10 Mar 2010
James M. Poterba
Massachusetts Institute of Technology (MIT) - Department of Economics

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143.

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
Massachusetts Institute of Technology (MIT) - Department of Economics and Dartmouth College - Department of Economics

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