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

  • National Bureau of Economic Research (NBER)

  • Massachusetts Institute of Technology (MIT) - Department of Economics

    • Email
    • Tel: 617-253-6673
    • Fax: 617-253-1330
SCHOLARLY PAPERS

142

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Top 2,336

in Total Papers Downloads

28,088

TOTAL CITATIONS
Rank 212

SSRN RANKINGS

Top 212

in Total Papers Citations

997

Scholarly Papers (142)

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1.

Mean Reversion in Stock Prices: Evidence and Implications

NBER Working Paper No. w2343
Number of pages: 48 Posted: 16 Jun 2004 Last Revised: 28 Apr 2023
James M. Poterba, James M. Poterba and Lawrence H. Summers
National Bureau of Economic Research (NBER)Massachusetts Institute of Technology (MIT) - Department of Economics and Harvard University
Downloads 3,843 (6,056)
Citation 46

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2.

Exchange Traded Funds: A New Investment Option for Taxable Investors

Downloads 2,852 ( 9,746)
Citation 8

Exchange Traded Funds: A New Investment Option for Taxable Investors

Number of pages: 15 Posted: 18 Mar 2002
James M. Poterba, James M. Poterba and John B. Shoven
National Bureau of Economic Research (NBER)Massachusetts Institute of Technology (MIT) - Department of Economics and Stanford University - Department of Economics
Downloads 2,693 (10,522)
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: 28 Apr 2023
James M. Poterba, James M. Poterba and John B. Shoven
National Bureau of Economic Research (NBER)Massachusetts Institute of Technology (MIT) - Department of Economics and Stanford University - Department of Economics
Downloads 159 (389,552)
Citation 6

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3.

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

Downloads 1,590 (24,605)
Citation 1

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

Number of pages: 32 Posted: 10 Dec 2001
Mary Margaret Myers, James M. Poterba, James M. Poterba, Douglas A. Shackelford and John B. Shoven
University of Chicago - Booth School of Business, National Bureau of Economic Research (NBER)Massachusetts Institute of Technology (MIT) - Department of Economics, University of North Carolina Kenan-Flagler Business School and Stanford University - Department of Economics
Downloads 1,079 (42,901)

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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
Mary Margaret Myers, James M. Poterba, James M. Poterba, Douglas A. Shackelford and John B. Shoven
University of Chicago - Booth School of Business, National Bureau of Economic Research (NBER)Massachusetts Institute of Technology (MIT) - Department of Economics, University of North Carolina Kenan-Flagler Business School and Stanford University - Department of Economics
Downloads 404 (152,244)

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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: 28 Apr 2023
Mary Margaret Myers, James M. Poterba, James M. Poterba, Douglas A. Shackelford and John B. Shoven
University of Chicago - Booth School of Business, National Bureau of Economic Research (NBER)Massachusetts Institute of Technology (MIT) - Department of Economics, University of North Carolina Kenan-Flagler Business School and Stanford University - Department of Economics
Downloads 107 (535,734)
Citation 1

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4.

What Moves Stock Prices?

NBER Working Paper No. w2538
Number of pages: 29 Posted: 27 Apr 2000 Last Revised: 28 Apr 2023
David M. Cutler, James M. Poterba, James M. Poterba and Lawrence H. Summers
Harvard University - Department of Economics, National Bureau of Economic Research (NBER)Massachusetts Institute of Technology (MIT) - Department of Economics and Harvard University
Downloads 1,388 (30,204)
Citation 13

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5.

Financing Constraints and Corporate Investment

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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
Steven M. Fazzari, Glenn Hubbard, Bruce C. Petersen, Alan S. Blinder, James M. Poterba and James M. Poterba
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)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

6.

Investor Diversification and International Equity Markets

NBER Working Paper No. w3609
Number of pages: 15 Posted: 17 Oct 2007 Last Revised: 28 Apr 2023
Kenneth R. French, James M. Poterba and James M. Poterba
Dartmouth College - Tuck School of Business and National Bureau of Economic Research (NBER)Massachusetts Institute of Technology (MIT) - Department of Economics
Downloads 1,207 (36,974)
Citation 127

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7.

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

Downloads 908 (55,337)
Citation 5

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, James M. Poterba, Nirupama Rao and Jeri K. Seidman
National Bureau of Economic Research (NBER)Massachusetts Institute of Technology (MIT) - Department of Economics, University of Michigan, Stephen M. Ross School of Business and University of Virginia - McIntire School of Commerce
Downloads 794 (65,383)
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: 28 Apr 2023
James M. Poterba, James M. Poterba, Nirupama Rao and Jeri K. Seidman
National Bureau of Economic Research (NBER)Massachusetts Institute of Technology (MIT) - Department of Economics, University of Michigan, Stephen M. Ross School of Business and University of Virginia - McIntire School of Commerce
Downloads 114 (510,627)

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8.

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

Downloads 623 (90,876)
Citation 6

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, James M. Poterba and James M. Poterba
Brandeis International Business School and National Bureau of Economic Research (NBER)Massachusetts Institute of Technology (MIT) - Department of Economics
Downloads 550 (104,967)
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 Last Revised: 28 Apr 2023
Daniel Bergstresser, James M. Poterba and James M. Poterba
Brandeis International Business School and National Bureau of Economic Research (NBER)Massachusetts Institute of Technology (MIT) - Department of Economics
Downloads 73 (683,853)
Citation 5

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9.

Do After-Tax Returns Affect Mutual Fund Inflows?

Downloads 586 (98,224)
Citation 13

Do After-Tax Returns Affect Mutual Fund Inflows?

AFA 2001 New Orleans
Number of pages: 48 Posted: 14 Dec 2000
Daniel Bergstresser, James M. Poterba and James M. Poterba
Brandeis International Business School and National Bureau of Economic Research (NBER)Massachusetts Institute of Technology (MIT) - Department of Economics
Downloads 496 (119,214)
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: 28 Apr 2023
Daniel Bergstresser, James M. Poterba and James M. Poterba
Brandeis International Business School and National Bureau of Economic Research (NBER)Massachusetts Institute of Technology (MIT) - Department of Economics
Downloads 90 (603,767)
Citation 12

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10.

Were Japanese Stock Prices Too High?

NBER Working Paper No. w3290
Number of pages: 44 Posted: 27 Apr 2000 Last Revised: 28 Apr 2023
Kenneth R. French, James M. Poterba and James M. Poterba
Dartmouth College - Tuck School of Business and National Bureau of Economic Research (NBER)Massachusetts Institute of Technology (MIT) - Department of Economics
Downloads 453 (134,608)
Citation 10

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11.

The Impact of Population Aging on Financial Markets

NBER Working Paper No. w10851
Number of pages: 50 Posted: 09 Nov 2004 Last Revised: 28 Apr 2023
James M. Poterba and James M. Poterba
National Bureau of Economic Research (NBER)Massachusetts Institute of Technology (MIT) - Department of Economics
Downloads 431 (142,830)
Citation 4

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12.

The Alternative Minimum Tax and Effective Marginal Tax Rates

Downloads 416 (148,749)
Citation 3

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, James M. Poterba and James M. Poterba
National Bureau of Economic Research (NBER) and National Bureau of Economic Research (NBER)Massachusetts Institute of Technology (MIT) - Department of Economics
Downloads 324 (194,322)
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: 28 Apr 2023
Daniel R. Feenberg, James M. Poterba and James M. Poterba
National Bureau of Economic Research (NBER) and National Bureau of Economic Research (NBER)Massachusetts Institute of Technology (MIT) - Department of Economics
Downloads 92 (595,308)
Citation 2

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13.

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, James M. Poterba and James M. Poterba
University of Illinois at Urbana-Champaign - Department of Finance and National Bureau of Economic Research (NBER)Massachusetts Institute of Technology (MIT) - Department of Economics
Downloads 385 (162,361)
Citation 7

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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 and James M. Poterba
National Bureau of Economic Research (NBER)Massachusetts Institute of Technology (MIT) - Department of Economics
Downloads 336 (188,549)
Citation 2

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15.

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

Number of pages: 18 Posted: 14 Jul 2000
Kenneth R. French, James M. Poterba and James M. Poterba
Dartmouth College - Tuck School of Business and National Bureau of Economic Research (NBER)Massachusetts Institute of Technology (MIT) - Department of Economics
Downloads 331 (191,637)
Citation 7

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16.

Asset Location for Retirement Savers

NBER Working Paper No. w7991
Number of pages: 50 Posted: 03 Nov 2000 Last Revised: 28 Apr 2023
James M. Poterba, James M. Poterba, Clemens Sialm and John B. Shoven
National Bureau of Economic Research (NBER)Massachusetts Institute of Technology (MIT) - Department of Economics, University of Texas at Austin - McCombs School of Business and Stanford University - Department of Economics
Downloads 316 (201,259)
Citation 1

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17.

Stock Ownership Patterns, Stock Market Fluctuations, and Consumption

Number of pages: 68 Posted: 04 Jul 2004
James M. Poterba, James M. Poterba and Andrew A. Samwick
National Bureau of Economic Research (NBER)Massachusetts Institute of Technology (MIT) - Department of Economics and Dartmouth College - Department of Economics
Downloads 280 (228,664)

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18.

The History of Annuities in the United States

NBER Working Paper No. w6001
Number of pages: 52 Posted: 20 Jun 2000 Last Revised: 28 Apr 2023
James M. Poterba and James M. Poterba
National Bureau of Economic Research (NBER)Massachusetts Institute of Technology (MIT) - Department of Economics
Downloads 280 (228,664)
Citation 1

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19.

The Economic Effects of Dividend Taxation

NBER Working Paper No. w1353
Number of pages: 84 Posted: 07 Jul 2004 Last Revised: 28 Apr 2023
James M. Poterba, James M. Poterba and Lawrence H. Summers
National Bureau of Economic Research (NBER)Massachusetts Institute of Technology (MIT) - Department of Economics and Harvard University
Downloads 257 (249,460)
Citation 7

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20.

Taxes and Mutual Fund Inflows around Distribution Dates

Downloads 248 (258,567)

Taxes and Mutual Fund Inflows around Distribution Dates

Number of pages: 28 Posted: 07 Feb 2007 Last Revised: 16 Mar 2008
Woodrow T. Johnson, James M. Poterba and James M. Poterba
U.S. Securities and Exchange Commission and National Bureau of Economic Research (NBER)Massachusetts Institute of Technology (MIT) - Department of Economics
Downloads 200 (316,494)

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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: 28 Apr 2023
Woodrow T. Johnson, James M. Poterba and James M. Poterba
U.S. Securities and Exchange Commission and National Bureau of Economic Research (NBER)Massachusetts Institute of Technology (MIT) - Department of Economics
Downloads 48 (845,344)

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21.

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 and James M. Poterba
National Bureau of Economic Research (NBER)Massachusetts Institute of Technology (MIT) - Department of Economics
Downloads 233 (274,791)

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22.

Valuing Assets in Retirement Saving Accounts

Downloads 216 (295,486)
Citation 4

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 and James M. Poterba
National Bureau of Economic Research (NBER)Massachusetts Institute of Technology (MIT) - Department of Economics
Downloads 138 (438,254)

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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: 28 Apr 2023
James M. Poterba and James M. Poterba
National Bureau of Economic Research (NBER)Massachusetts Institute of Technology (MIT) - Department of Economics
Downloads 78 (658,727)
Citation 4

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23.

The Persistence of Volatility and Stock Market Fluctuations

NBER Working Paper No. w1462
Number of pages: 34 Posted: 16 Jul 2004 Last Revised: 28 Apr 2023
James M. Poterba, James M. Poterba and Lawrence H. Summers
National Bureau of Economic Research (NBER)Massachusetts Institute of Technology (MIT) - Department of Economics and Harvard University
Downloads 204 (311,979)
Citation 7

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24.

Inter-Asset Differences in Effective Estate Tax Burdens

Downloads 204 (311,979)
Citation 1

Inter-Asset Differences in Effective Estate Tax Burdens

Number of pages: 15 Posted: 17 Feb 2003
James M. Poterba, James M. Poterba and Scott J. Weisbenner
National Bureau of Economic Research (NBER)Massachusetts Institute of Technology (MIT) - Department of Economics and University of Illinois at Urbana-Champaign - Department of Finance
Downloads 138 (438,254)

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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 Last Revised: 28 Apr 2023
James M. Poterba, James M. Poterba and Scott J. Weisbenner
National Bureau of Economic Research (NBER)Massachusetts Institute of Technology (MIT) - Department of Economics and University of Illinois at Urbana-Champaign - Department of Finance
Downloads 66 (722,645)
Citation 1

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25.

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

Number of pages: 30 Posted: 22 Mar 2001
Andrew Mitrusi, James M. Poterba and James M. Poterba
National Bureau of Economic Research (NBER) and National Bureau of Economic Research (NBER)Massachusetts Institute of Technology (MIT) - Department of Economics
Downloads 201 (316,202)

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26.

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: 28 Apr 2023
James M. Poterba and James M. Poterba
National Bureau of Economic Research (NBER)Massachusetts Institute of Technology (MIT) - Department of Economics
Downloads 186 (339,605)

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27.

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: 28 Apr 2023
Olivia S. Mitchell, James M. Poterba, James M. Poterba and Mark J. Warshawsky
, National Bureau of Economic Research (NBER)Massachusetts Institute of Technology (MIT) - Department of Economics and Towers Watson
Downloads 186 (339,605)
Citation 70

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28.

Mortality Risk, Inflation Risk, and Annuity Products

NBER Working Paper No. w7812
Number of pages: 34 Posted: 25 Jul 2000 Last Revised: 28 Apr 2023
Jeffrey R. Brown, Olivia S. Mitchell, James M. Poterba and James M. Poterba
University of Illinois at Urbana-Champaign - Department of Finance, and National Bureau of Economic Research (NBER)Massachusetts Institute of Technology (MIT) - Department of Economics
Downloads 184 (342,987)
Citation 7

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29.

The Drawdown of Personal Retirement Assets

Downloads 175 (358,624)
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, James M. Poterba, Steven F. Venti and David A. Wise
National Bureau of Economic Research (NBER)Massachusetts Institute of Technology (MIT) - Department of Economics, Dartmouth College - Department of Economics and National Bureau of Economic Research (NBER)
Downloads 108 (532,005)
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: 26 Jul 2023
James M. Poterba, James M. Poterba, Steven F. Venti and David A. Wise
National Bureau of Economic Research (NBER)Massachusetts Institute of Technology (MIT) - Department of Economics, Dartmouth College - Department of Economics and National Bureau of Economic Research (NBER)
Downloads 67 (716,847)

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30.

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: 28 Apr 2023
Jeffrey R. Brown, Olivia S. Mitchell, James M. Poterba, James M. Poterba and Mark J. Warshawsky
University of Illinois at Urbana-Champaign - Department of Finance, , National Bureau of Economic Research (NBER)Massachusetts Institute of Technology (MIT) - Department of Economics and Towers Watson
Downloads 173 (362,242)

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31.

Household Ownership of Variable Annuities

Downloads 165 (377,568)
Citation 18

Household Ownership of Variable Annuities

NBER Working Paper No. w11964
Number of pages: 34 Posted: 23 Jan 2006 Last Revised: 28 Apr 2023
Jeffrey R. Brown, James M. Poterba and James M. Poterba
University of Illinois at Urbana-Champaign - Department of Finance and National Bureau of Economic Research (NBER)Massachusetts Institute of Technology (MIT) - Department of Economics
Downloads 84 (630,429)
Citation 9

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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, James M. Poterba and James M. Poterba
University of Illinois at Urbana-Champaign - Department of Finance and National Bureau of Economic Research (NBER)Massachusetts Institute of Technology (MIT) - Department of Economics
Downloads 44 (878,642)

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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, James M. Poterba and James M. Poterba
University of Illinois at Urbana-Champaign - Department of Finance and National Bureau of Economic Research (NBER)Massachusetts Institute of Technology (MIT) - Department of Economics
Downloads 37 (943,189)
Citation 9

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32.

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: 28 Apr 2023
James M. Poterba and James M. Poterba
National Bureau of Economic Research (NBER)Massachusetts Institute of Technology (MIT) - Department of Economics
Downloads 162 (383,472)
Citation 9

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33.

Household Portfolio Allocation Over the Life Cycle

NBER Working Paper No. w6185
Number of pages: 56 Posted: 06 Sep 2000 Last Revised: 28 Apr 2023
James M. Poterba, James M. Poterba and Andrew A. Samwick
National Bureau of Economic Research (NBER)Massachusetts Institute of Technology (MIT) - Department of Economics and Dartmouth College - Department of Economics
Downloads 156 (396,120)
Citation 1

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34.

New Evidence that Taxes Affect the Valuation of Dividends

NBER Working Paper No. w1288
Number of pages: 39 Posted: 19 Jun 2004 Last Revised: 28 Apr 2023
James M. Poterba, James M. Poterba and Lawrence H. Summers
National Bureau of Economic Research (NBER)Massachusetts Institute of Technology (MIT) - Department of Economics and Harvard University
Downloads 154 (400,460)
Citation 7

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35.

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: 28 Apr 2023
James M. Poterba, James M. Poterba, Steven F. Venti and David A. Wise
National Bureau of Economic Research (NBER)Massachusetts Institute of Technology (MIT) - Department of Economics, Dartmouth College - Department of Economics and National Bureau of Economic Research (NBER)
Downloads 153 (402,587)
Citation 11

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36.

Do Budget Rules Work?

NBER Working Paper No. w5550
Number of pages: 61 Posted: 19 May 1998 Last Revised: 28 Apr 2023
James M. Poterba and James M. Poterba
National Bureau of Economic Research (NBER)Massachusetts Institute of Technology (MIT) - Department of Economics
Downloads 152 (404,727)
Citation 4

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37.

Why Do Economists Disagree About Policy?

NBER Working Paper No. w6151
Number of pages: 51 Posted: 10 Jun 2000 Last Revised: 28 Apr 2023
Victor R. Fuchs, Alan B. Krueger, James M. Poterba and James M. Poterba
National Bureau of Economic Research (NBER), Princeton University - Industrial Relations Section and National Bureau of Economic Research (NBER)Massachusetts Institute of Technology (MIT) - Department of Economics
Downloads 145 (420,454)

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38.

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: 28 Apr 2023
James M. Poterba, James M. Poterba and Kim S. Rueben
National Bureau of Economic Research (NBER)Massachusetts Institute of Technology (MIT) - Department of Economics and Tax Policy Center
Downloads 143 (425,196)
Citation 8

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39.

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: 28 Apr 2023
James M. Poterba, James M. Poterba, Joshua D. Rauh, David A. Wise and Steven F. Venti
National Bureau of Economic Research (NBER)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 142 (427,576)
Citation 4

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40.

Population Age Structure and Asset Returns: an Empirical Investigation

NBER Working Paper No. w6774
Number of pages: 41 Posted: 07 Nov 1998 Last Revised: 28 Apr 2023
James M. Poterba and James M. Poterba
National Bureau of Economic Research (NBER)Massachusetts Institute of Technology (MIT) - Department of Economics
Downloads 140 (432,319)
Citation 4

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41.

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: 28 Apr 2023
James M. Poterba, James M. Poterba, Steven F. Venti and David A. Wise
National Bureau of Economic Research (NBER)Massachusetts Institute of Technology (MIT) - Department of Economics, Dartmouth College - Department of Economics and National Bureau of Economic Research (NBER)
Downloads 139 (434,811)
Citation 2

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42.

Demographic Structure and the Political Economy of Public Education

NBER Working Paper No. w5677
Number of pages: 39 Posted: 29 Oct 1996 Last Revised: 28 Apr 2023
James M. Poterba and James M. Poterba
National Bureau of Economic Research (NBER)Massachusetts Institute of Technology (MIT) - Department of Economics
Downloads 134 (447,627)
Citation 13

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43.

The Asset Cost of Poor Health

Downloads 133 (450,350)
Citation 21

The Asset Cost of Poor Health

HKS Working Paper No. RWP11-005
Number of pages: 31 Posted: 12 Dec 2011
James M. Poterba, James M. Poterba, Steven F. Venti and David A. Wise
National Bureau of Economic Research (NBER)Massachusetts Institute of Technology (MIT) - Department of Economics, Dartmouth College - Department of Economics and National Bureau of Economic Research (NBER)
Downloads 90 (603,767)
Citation 2

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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: 28 Apr 2023
James M. Poterba, James M. Poterba, Steven F. Venti and David A. Wise
National Bureau of Economic Research (NBER)Massachusetts Institute of Technology (MIT) - Department of Economics, Dartmouth College - Department of Economics and National Bureau of Economic Research (NBER)
Downloads 43 (887,229)
Citation 19

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44.

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: 28 Apr 2023
James M. Poterba, James M. Poterba, Joshua D. Rauh, Steven F. Venti and David A. Wise
National Bureau of Economic Research (NBER)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 130 (458,683)
Citation 8

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45.

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: 28 Apr 2023
James M. Poterba, James M. Poterba, Steven F. Venti and David A. Wise
National Bureau of Economic Research (NBER)Massachusetts Institute of Technology (MIT) - Department of Economics, Dartmouth College - Department of Economics and National Bureau of Economic Research (NBER)
Downloads 128 (464,200)
Citation 1

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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: 28 Apr 2023
Jeffrey R. Brown, Olivia S. Mitchell, James M. Poterba and James M. Poterba
University of Illinois at Urbana-Champaign - Department of Finance, and National Bureau of Economic Research (NBER)Massachusetts Institute of Technology (MIT) - Department of Economics
Downloads 124 (475,870)
Citation 6

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47.

Taxation, Risk-Taking, and Household Portfolio Behavior

NBER Working Paper No. w8340
Number of pages: 93 Posted: 25 May 2006 Last Revised: 28 Apr 2023
James M. Poterba and James M. Poterba
National Bureau of Economic Research (NBER)Massachusetts Institute of Technology (MIT) - Department of Economics
Downloads 122 (481,943)
Citation 15

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48.

Taxation and Portfolio Structure: Issues and Implications

NBER Working Paper No. w8223
Number of pages: 50 Posted: 08 Apr 2001 Last Revised: 28 Apr 2023
James M. Poterba and James M. Poterba
National Bureau of Economic Research (NBER)Massachusetts Institute of Technology (MIT) - Department of Economics
Downloads 122 (481,943)
Citation 1

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49.

Stock Market Yields and the Pricing of Municipal Bonds

NBER Working Paper No. w5607
Number of pages: 22 Posted: 01 Jul 2000 Last Revised: 28 Apr 2023
N. Gregory Mankiw, James M. Poterba and James M. Poterba
Harvard University - Department of Economics and National Bureau of Economic Research (NBER)Massachusetts Institute of Technology (MIT) - Department of Economics
Downloads 121 (485,040)

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50.

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

NBER Working Paper No. w18658
Number of pages: 27 Posted: 30 Dec 2012 Last Revised: 28 Apr 2023
James M. Poterba, James M. Poterba, Steven F. Venti and David A. Wise
National Bureau of Economic Research (NBER)Massachusetts Institute of Technology (MIT) - Department of Economics, Dartmouth College - Department of Economics and National Bureau of Economic Research (NBER)
Downloads 119 (491,175)
Citation 1

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51.

Taxation and Housing: Old Questions, New Answers

NBER Working Paper No. w3963
Number of pages: 15 Posted: 25 Jul 2007 Last Revised: 28 Apr 2023
James M. Poterba and James M. Poterba
National Bureau of Economic Research (NBER)Massachusetts Institute of Technology (MIT) - Department of Economics
Downloads 118 (494,273)
Citation 2

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52.

Speculative Dynamics

NBER Working Paper No. w3242
Number of pages: 57 Posted: 24 Jul 2007 Last Revised: 28 Apr 2023
David M. Cutler, James M. Poterba, James M. Poterba and Lawrence H. Summers
Harvard University - Department of Economics, National Bureau of Economic Research (NBER)Massachusetts Institute of Technology (MIT) - Department of Economics and Harvard University
Downloads 117 (497,452)

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53.

Taxation and Corporate Payout Policy

NBER Working Paper No. w10321
Number of pages: 12 Posted: 15 Sep 2010 Last Revised: 28 Apr 2023
James M. Poterba and James M. Poterba
National Bureau of Economic Research (NBER)Massachusetts Institute of Technology (MIT) - Department of Economics
Downloads 115 (504,095)
Citation 3

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54.

Recent Evidence on Budget Deficits and National Savings

NBER Working Paper No. w2144
Number of pages: 31 Posted: 28 Jun 2004 Last Revised: 28 Apr 2023
James M. Poterba, James M. Poterba and Lawrence H. Summers
National Bureau of Economic Research (NBER)Massachusetts Institute of Technology (MIT) - Department of Economics and Harvard University
Downloads 115 (504,095)

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55.

Money in the Utility Function: an Empirical Implementation

NBER Working Paper No. w1796
Number of pages: 30 Posted: 19 Jun 2004 Last Revised: 28 Apr 2023
James M. Poterba, James M. Poterba and Julio J. Rotemberg
National Bureau of Economic Research (NBER)Massachusetts Institute of Technology (MIT) - Department of Economics and Harvard University, Business, Government and the International Economy Unit (deceased)
Downloads 115 (504,095)
Citation 4

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56.

Joint Life Annuities and Annuity Demand by Married Couples

NBER Working Paper No. w7199
Number of pages: 34 Posted: 22 Jul 1999 Last Revised: 28 Apr 2023
Jeffrey R. Brown, James M. Poterba and James M. Poterba
University of Illinois at Urbana-Champaign - Department of Finance and National Bureau of Economic Research (NBER)Massachusetts Institute of Technology (MIT) - Department of Economics
Downloads 114 (507,412)
Citation 11

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57.

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

Downloads 112 (514,072)
Citation 76

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: 28 Apr 2023
Amy Finkelstein, James M. Poterba and James M. Poterba
Massachusetts Institute of Technology (MIT) - Department of Economics and National Bureau of Economic Research (NBER)Massachusetts Institute of Technology (MIT) - Department of Economics
Downloads 112 (517,535)
Citation 76

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

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

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58.

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: 28 Apr 2023
James M. Poterba and James M. Poterba
National Bureau of Economic Research (NBER)Massachusetts Institute of Technology (MIT) - Department of Economics
Downloads 111 (517,539)
Citation 3

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59.

Tax Loss Carryforwards and Corporate Tax Incentives

NBER Working Paper No. w1863
Number of pages: 57 Posted: 05 Jul 2004 Last Revised: 28 Apr 2023
Alan J. Auerbach, James M. Poterba and James M. Poterba
University of California, Berkeley - Department of Economics and National Bureau of Economic Research (NBER)Massachusetts Institute of Technology (MIT) - Department of Economics
Downloads 110 (521,005)
Citation 15

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60.

Utility Evaluation of Risk in Retirement Saving Accounts

NBER Working Paper No. w9892
Number of pages: 49 Posted: 17 Aug 2003 Last Revised: 28 Apr 2023
James M. Poterba, James M. Poterba, Joshua D. Rauh, Steven F. Venti and David A. Wise
National Bureau of Economic Research (NBER)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 109 (524,441)
Citation 6

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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: 28 Apr 2023
James M. Poterba, James M. Poterba and David A. Wise
National Bureau of Economic Research (NBER)Massachusetts Institute of Technology (MIT) - Department of Economics and National Bureau of Economic Research (NBER)
Downloads 109 (524,441)
Citation 2

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62.

Venture Capital and Capital Gains Taxation

NBER Working Paper No. w2832
Number of pages: 23 Posted: 29 Sep 2010 Last Revised: 28 Apr 2023
James M. Poterba and James M. Poterba
National Bureau of Economic Research (NBER)Massachusetts Institute of Technology (MIT) - Department of Economics
Downloads 103 (550,417)
Citation 1

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63.

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: 28 Apr 2023
Andrew Mitrusi, James M. Poterba and James M. Poterba
National Bureau of Economic Research (NBER) and National Bureau of Economic Research (NBER)Massachusetts Institute of Technology (MIT) - Department of Economics
Downloads 103 (546,630)

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64.

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: 28 Apr 2023
James M. Poterba, James M. Poterba and Lawrence H. Summers
National Bureau of Economic Research (NBER)Massachusetts Institute of Technology (MIT) - Department of Economics and Harvard University
Downloads 101 (554,239)

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65.

Dividend Taxes, Corporate Investment, and "Q"

NBER Working Paper No. w0829
Number of pages: 49 Posted: 21 Aug 2007 Last Revised: 28 Apr 2023
James M. Poterba, James M. Poterba and Lawrence H. Summers
National Bureau of Economic Research (NBER)Massachusetts Institute of Technology (MIT) - Department of Economics and Harvard University
Downloads 98 (565,673)
Citation 13

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66.

Is the Gasoline Tax Regressive?

NBER Working Paper No. w3578
Number of pages: 37 Posted: 08 Jun 2004 Last Revised: 28 Apr 2023
James M. Poterba and James M. Poterba
National Bureau of Economic Research (NBER)Massachusetts Institute of Technology (MIT) - Department of Economics
Downloads 98 (565,673)
Citation 6

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67.

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: 28 Apr 2023
Jonathan Gruber, James M. Poterba and James M. Poterba
Massachusetts Institute of Technology (MIT) - Department of Economics and National Bureau of Economic Research (NBER)Massachusetts Institute of Technology (MIT) - Department of Economics
Downloads 98 (565,673)
Citation 7

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68.

Speculative Dynamics and the Role of Feedback Traders

NBER Working Paper No. w3243
Number of pages: 18 Posted: 04 Jul 2004 Last Revised: 28 Apr 2023
David M. Cutler, James M. Poterba, James M. Poterba and Lawrence H. Summers
Harvard University - Department of Economics, National Bureau of Economic Research (NBER)Massachusetts Institute of Technology (MIT) - Department of Economics and Harvard University
Downloads 96 (573,280)
Citation 38

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69.

Tax Reform and the Market for Tax-Exempt Debt

NBER Working Paper No. w2900
Number of pages: 44 Posted: 13 Aug 2001 Last Revised: 28 Apr 2023
James M. Poterba and James M. Poterba
National Bureau of Economic Research (NBER)Massachusetts Institute of Technology (MIT) - Department of Economics
Downloads 96 (573,280)
Citation 7

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70.

The Costs of Annuitizing Retirement Payouts from Individual Accounts

NBER Working Paper No. w6918
Number of pages: 37 Posted: 12 Mar 1999 Last Revised: 28 Apr 2023
James M. Poterba, James M. Poterba and Mark J. Warshawsky
National Bureau of Economic Research (NBER)Massachusetts Institute of Technology (MIT) - Department of Economics and Towers Watson
Downloads 96 (573,280)
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71.

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: 28 Apr 2023
James M. Poterba, James M. Poterba, Steven F. Venti and David A. Wise
National Bureau of Economic Research (NBER)Massachusetts Institute of Technology (MIT) - Department of Economics, Dartmouth College - Department of Economics and National Bureau of Economic Research (NBER)
Downloads 96 (573,280)

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72.

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 Apr 2023
James M. Poterba, James M. Poterba, Steven F. Venti and David A. Wise
National Bureau of Economic Research (NBER)Massachusetts Institute of Technology (MIT) - Department of Economics, Dartmouth College - Department of Economics and National Bureau of Economic Research (NBER)
Downloads 95 (577,053)

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73.

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: 28 Apr 2023
James M. Poterba, James M. Poterba and Andrew A. Samwick
National Bureau of Economic Research (NBER)Massachusetts Institute of Technology (MIT) - Department of Economics and Dartmouth College - Department of Economics
Downloads 95 (577,053)
Citation 24

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74.

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: 28 Apr 2023
James M. Poterba and James M. Poterba
National Bureau of Economic Research (NBER)Massachusetts Institute of Technology (MIT) - Department of Economics
Downloads 89 (600,955)
Citation 4

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75.

Inflation, Income Taxes, and Owner-Occupied Housing

NBER Working Paper No. w0553
Number of pages: 30 Posted: 28 May 2004 Last Revised: 28 Apr 2023
James M. Poterba and James M. Poterba
National Bureau of Economic Research (NBER)Massachusetts Institute of Technology (MIT) - Department of Economics
Downloads 87 (609,372)

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76.

Unemployment Insurance and Reservation Wages

NBER Working Paper No. w1011
Number of pages: 51 Posted: 05 Jul 2004 Last Revised: 28 Apr 2023
Martin S. Feldstein, James M. Poterba and James M. Poterba
National Bureau of Economic Research (NBER) (deceased) and National Bureau of Economic Research (NBER)Massachusetts Institute of Technology (MIT) - Department of Economics
Downloads 86 (613,789)
Citation 9

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77.

How Burdensome are Capital Gains Taxes?

NBER Working Paper No. w1871
Number of pages: 35 Posted: 26 May 2004 Last Revised: 28 Apr 2023
James M. Poterba and James M. Poterba
National Bureau of Economic Research (NBER)Massachusetts Institute of Technology (MIT) - Department of Economics
Downloads 85 (618,089)

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78.

Tax-Motivated Trading by Individual Investors

NBER Working Paper No. w10275
Number of pages: 54 Posted: 09 Feb 2004 Last Revised: 28 Apr 2023
Zoran Ivkovich, James M. Poterba, James M. Poterba and Scott J. Weisbenner
Michigan State University, Department of Finance, National Bureau of Economic Research (NBER)Massachusetts Institute of Technology (MIT) - Department of Economics and University of Illinois at Urbana-Champaign - Department of Finance
Downloads 85 (618,089)

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79.

Tax Evasion and Capital Gains Taxation

NBER Working Paper No. w2119
Number of pages: 16 Posted: 05 Jul 2004 Last Revised: 28 Apr 2023
James M. Poterba and James M. Poterba
National Bureau of Economic Research (NBER)Massachusetts Institute of Technology (MIT) - Department of Economics
Downloads 84 (622,372)
Citation 7

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80.

Lifetime Incidence and the Distributional Burden of Excise Taxes

NBER Working Paper No. w2833
Number of pages: 19 Posted: 03 Jul 2007 Last Revised: 28 Apr 2023
James M. Poterba and James M. Poterba
National Bureau of Economic Research (NBER)Massachusetts Institute of Technology (MIT) - Department of Economics
Downloads 82 (631,163)
Citation 6

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81.

Valuing Assets in Retirement Savings Accounts

Number of pages: 40 Posted: 07 Jun 2008 Last Revised: 20 Jun 2008
James M. Poterba and James M. Poterba
National Bureau of Economic Research (NBER)Massachusetts Institute of Technology (MIT) - Department of Economics
Downloads 79 (644,736)
Citation 1

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82.

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

NBER Working Paper No. w4375
Number of pages: 37 Posted: 24 Jul 2007 Last Revised: 28 Apr 2023
James M. Poterba and James M. Poterba
National Bureau of Economic Research (NBER)Massachusetts Institute of Technology (MIT) - Department of Economics
Downloads 79 (644,736)
Citation 31

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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: 28 Apr 2023
James M. Poterba, James M. Poterba, Steven F. Venti and David A. Wise
National Bureau of Economic Research (NBER)Massachusetts Institute of Technology (MIT) - Department of Economics, Dartmouth College - Department of Economics and National Bureau of Economic Research (NBER)
Downloads 79 (644,736)
Citation 3

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84.

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: 28 Apr 2023
Martin S. Feldstein, James M. Poterba, James M. Poterba and Louis Dicks-Mireaux
National Bureau of Economic Research (NBER) (deceased), National Bureau of Economic Research (NBER)Massachusetts Institute of Technology (MIT) - Department of Economics and National Bureau of Economic Research (NBER)
Downloads 79 (644,736)
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85.

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 Last Revised: 28 Apr 2023
James M. Poterba, James M. Poterba and Kim S. Rueben
National Bureau of Economic Research (NBER)Massachusetts Institute of Technology (MIT) - Department of Economics and Tax Policy Center
Downloads 79 (644,736)

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86.

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: 28 Apr 2023
James M. Poterba, James M. Poterba, Steven F. Venti and David A. Wise
National Bureau of Economic Research (NBER)Massachusetts Institute of Technology (MIT) - Department of Economics, Dartmouth College - Department of Economics and National Bureau of Economic Research (NBER)
Downloads 79 (644,736)
Citation 2

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87.

Distributional Effects of Adopting a National Retail Sales Tax

NBER Working Paper No. w5885
Number of pages: 64 Posted: 12 Jul 2000 Last Revised: 28 Apr 2023
Daniel R. Feenberg, Andrew Mitrusi, James M. Poterba and James M. Poterba
National Bureau of Economic Research (NBER), National Bureau of Economic Research (NBER) and National Bureau of Economic Research (NBER)Massachusetts Institute of Technology (MIT) - Department of Economics
Downloads 78 (649,299)
Citation 2

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88.

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

Downloads 77 (653,952)
Citation 2

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

NBER Working Paper No. w21682
Number of pages: 36 Posted: 02 Nov 2015 Last Revised: 28 Apr 2023
James M. Poterba, James M. Poterba, Steven F. Venti and David A. Wise
National Bureau of Economic Research (NBER)Massachusetts Institute of Technology (MIT) - Department of Economics, Dartmouth College - Department of Economics and National Bureau of Economic Research (NBER)
Downloads 44 (878,642)
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, James M. Poterba, Steven F. Venti and David A. Wise
National Bureau of Economic Research (NBER)Massachusetts Institute of Technology (MIT) - Department of Economics, Dartmouth College - Department of Economics and National Bureau of Economic Research (NBER)
Downloads 33 (983,938)

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Health, Health Policy, Health Economics, Assets

89.

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 Apr 2023
James M. Poterba, James M. Poterba, Steven F. Venti and David A. Wise
National Bureau of Economic Research (NBER)Massachusetts Institute of Technology (MIT) - Department of Economics, Dartmouth College - Department of Economics and National Bureau of Economic Research (NBER)
Downloads 77 (653,952)

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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: 28 Apr 2023
James M. Poterba and James M. Poterba
National Bureau of Economic Research (NBER)Massachusetts Institute of Technology (MIT) - Department of Economics
Downloads 76 (663,442)
Citation 1

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91.

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: 28 Apr 2023
James M. Poterba, James M. Poterba and Scott J. Weisbenner
National Bureau of Economic Research (NBER)Massachusetts Institute of Technology (MIT) - Department of Economics and University of Illinois at Urbana-Champaign - Department of Finance
Downloads 76 (658,600)
Citation 8

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92.

Retirement Security in an Aging Society

NBER Working Paper No. w19930
Number of pages: 58 Posted: 24 Feb 2014 Last Revised: 17 Jun 2023
James M. Poterba and James M. Poterba
National Bureau of Economic Research (NBER)Massachusetts Institute of Technology (MIT) - Department of Economics
Downloads 75 (663,442)
Citation 46

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93.

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: 28 Apr 2023
Amy Finkelstein, James M. Poterba and James M. Poterba
Massachusetts Institute of Technology (MIT) - Department of Economics and National Bureau of Economic Research (NBER)Massachusetts Institute of Technology (MIT) - Department of Economics
Downloads 75 (663,442)
Citation 5

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94.

Longitudinal Determinants of End-of-Life Wealth Inequality

NBER Working Paper No. w23839
Number of pages: 42 Posted: 25 Sep 2017 Last Revised: 28 Apr 2023
James M. Poterba, James M. Poterba, Steven F. Venti and David A. Wise
National Bureau of Economic Research (NBER)Massachusetts Institute of Technology (MIT) - Department of Economics, Dartmouth College - Department of Economics and National Bureau of Economic Research (NBER)
Downloads 73 (673,229)
Citation 6

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95.

The Estate Tax and After-Tax Investment Returns

NBER Working Paper No. w6337
Number of pages: 46 Posted: 21 Jun 2000 Last Revised: 28 Apr 2023
James M. Poterba and James M. Poterba
National Bureau of Economic Research (NBER)Massachusetts Institute of Technology (MIT) - Department of Economics
Downloads 73 (673,229)

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96.

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 Last Revised: 28 Apr 2023
Amy Finkelstein, James M. Poterba and James M. Poterba
Massachusetts Institute of Technology (MIT) - Department of Economics and National Bureau of Economic Research (NBER)Massachusetts Institute of Technology (MIT) - Department of Economics
Downloads 72 (678,278)
Citation 6

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97.

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: 28 Apr 2023
James M. Poterba, James M. Poterba and Scott J. Weisbenner
National Bureau of Economic Research (NBER)Massachusetts Institute of Technology (MIT) - Department of Economics and University of Illinois at Urbana-Champaign - Department of Finance
Downloads 72 (678,278)
Citation 1

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98.

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: 28 Apr 2023
James M. Poterba and James M. Poterba
National Bureau of Economic Research (NBER)Massachusetts Institute of Technology (MIT) - Department of Economics
Downloads 71 (683,396)

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99.

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 Apr 2023
Daniel R. Feenberg, James M. Poterba and James M. Poterba
National Bureau of Economic Research (NBER) and National Bureau of Economic Research (NBER)Massachusetts Institute of Technology (MIT) - Department of Economics
Downloads 70 (688,524)

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100.

The Changing Landscape of Pensions in the United States

NBER Working Paper No. w13381
Number of pages: 43 Posted: 10 Sep 2007 Last Revised: 28 Apr 2023
James M. Poterba, James M. Poterba, Steven F. Venti and David A. Wise
National Bureau of Economic Research (NBER)Massachusetts Institute of Technology (MIT) - Department of Economics, Dartmouth College - Department of Economics and National Bureau of Economic Research (NBER)
Downloads 70 (688,524)

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101.

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: 28 Apr 2023
Andrea L. Kusko, James M. Poterba, James M. Poterba and David W. Wilcox
Federal Reserve Board - Fiscal Analysis Section, National Bureau of Economic Research (NBER)Massachusetts Institute of Technology (MIT) - Department of Economics and Board of Governors of the Federal Reserve System
Downloads 70 (688,524)
Citation 1

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102.

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: 28 Apr 2023
James M. Poterba and James M. Poterba
National Bureau of Economic Research (NBER)Massachusetts Institute of Technology (MIT) - Department of Economics
Downloads 69 (693,818)
Citation 2

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103.

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

Downloads 28 (699,104)
Citation 1

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 Last Revised: 02 Jun 2023
Jeffrey R. Brown, James M. Poterba, James M. Poterba and David P. Richardson
University of Illinois at Urbana-Champaign - Department of Finance, National Bureau of Economic Research (NBER)Massachusetts Institute of Technology (MIT) - Department of Economics and TIAA Institute
Downloads 28 (1,039,428)
Citation 1

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104.

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: 28 Apr 2023
James M. Poterba, James M. Poterba, Steven F. Venti and David A. Wise
National Bureau of Economic Research (NBER)Massachusetts Institute of Technology (MIT) - Department of Economics, Dartmouth College - Department of Economics and National Bureau of Economic Research (NBER)
Downloads 67 (704,538)
Citation 14

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105.

Interpreting Ex-Dividend Evidence: The Citizens Utilities Case Reconsidered

NBER Working Paper No. w1131
Number of pages: 48 Posted: 08 Jun 2004 Last Revised: 28 Apr 2023
James M. Poterba and James M. Poterba
National Bureau of Economic Research (NBER)Massachusetts Institute of Technology (MIT) - Department of Economics
Downloads 67 (704,538)
Citation 1

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106.

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: 28 Apr 2023
Daniel R. Feenberg, James M. Poterba and James M. Poterba
National Bureau of Economic Research (NBER) and National Bureau of Economic Research (NBER)Massachusetts Institute of Technology (MIT) - Department of Economics
Downloads 65 (715,555)
Citation 19

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107.

Multiple Shooting in Rational Expectations Models

NBER Working Paper No. t0003
Number of pages: 14 Posted: 27 Jun 2007 Last Revised: 07 Jul 2023
David Lipton, James M. Poterba, James M. Poterba, Jeffrey D. Sachs and Lawrence H. Summers
National Bureau of Economic Research (NBER), National Bureau of Economic Research (NBER)Massachusetts Institute of Technology (MIT) - Department of Economics, Columbia University - Columbia Earth Institute and Harvard University
Downloads 64 (721,227)

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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 Last Revised: 28 Apr 2023
Jerry A. Hausman, James M. Poterba and James M. Poterba
Massachusetts Institute of Technology (MIT) - Department of Economics and National Bureau of Economic Research (NBER)Massachusetts Institute of Technology (MIT) - Department of Economics
Downloads 64 (721,227)
Citation 3

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109.

Expected Future Tax Policy and Tax-Exempt Bond Yields

NBER Working Paper No. w1469
Number of pages: 67 Posted: 26 Dec 2001 Last Revised: 28 Apr 2023
James M. Poterba and James M. Poterba
National Bureau of Economic Research (NBER)Massachusetts Institute of Technology (MIT) - Department of Economics
Downloads 64 (721,227)

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110.

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

NBER Working Paper No. w4391
Number of pages: 58 Posted: 05 Jan 2007 Last Revised: 28 Apr 2023
James M. Poterba, James M. Poterba, Steven F. Venti and David A. Wise
National Bureau of Economic Research (NBER)Massachusetts Institute of Technology (MIT) - Department of Economics, Dartmouth College - Department of Economics and National Bureau of Economic Research (NBER)
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111.

Why Have Corporate Tax Revenues Declined?

NBER Working Paper No. w2118
Number of pages: 46 Posted: 05 Jul 2004 Last Revised: 28 Apr 2023
Alan J. Auerbach, James M. Poterba and James M. Poterba
University of California, Berkeley - Department of Economics and National Bureau of Economic Research (NBER)Massachusetts Institute of Technology (MIT) - Department of Economics
Downloads 62 (732,826)

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112.

Tax Subsidies to Employer-Provided Health Insurance

NBER Working Paper No. w5147
Number of pages: 58 Posted: 26 Dec 2002 Last Revised: 28 Apr 2023
Jonathan Gruber, James M. Poterba and James M. Poterba
Massachusetts Institute of Technology (MIT) - Department of Economics and National Bureau of Economic Research (NBER)Massachusetts Institute of Technology (MIT) - Department of Economics
Downloads 62 (732,826)
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113.

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: 28 Apr 2023
James M. Poterba, James M. Poterba and Lawrence H. Summers
National Bureau of Economic Research (NBER)Massachusetts Institute of Technology (MIT) - Department of Economics and Harvard University
Downloads 61 (738,537)
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114.

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 Oct 2022
David M. Cutler, James M. Poterba, James M. Poterba, Louise Sheiner and Lawrence H. Summers
Harvard University - Department of Economics, National Bureau of Economic Research (NBER)Massachusetts Institute of Technology (MIT) - Department of Economics, Board of Governors of the Federal Reserve System and Harvard University
Downloads 60 (744,591)

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115.

A Tax-Based Test for Nominal Rigidities

NBER Working Paper No. w1627
Number of pages: 52 Posted: 09 Mar 2004 Last Revised: 28 Apr 2023
James M. Poterba, James M. Poterba, Julio J. Rotemberg and Lawrence H. Summers
National Bureau of Economic Research (NBER)Massachusetts Institute of Technology (MIT) - Department of Economics, Harvard University, Business, Government and the International Economy Unit (deceased) and Harvard University
Downloads 60 (744,591)

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116.

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

NBER Working Paper No. w4501
Number of pages: 37 Posted: 07 Aug 2000 Last Revised: 28 Apr 2023
Leslie E. Papke, Mitchell A. Petersen, James M. Poterba and James M. Poterba
Michigan State University - Department of Economics, Northwestern University - Kellogg School of Management and National Bureau of Economic Research (NBER)Massachusetts Institute of Technology (MIT) - Department of Economics
Downloads 59 (750,750)

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117.

401(K) Plans and Tax-Deferred Saving

NBER Working Paper No. w4181
Number of pages: 76 Posted: 06 Dec 2010 Last Revised: 28 Apr 2023
James M. Poterba, James M. Poterba, Steven F. Venti and David A. Wise
National Bureau of Economic Research (NBER)Massachusetts Institute of Technology (MIT) - Department of Economics, Dartmouth College - Department of Economics and National Bureau of Economic Research (NBER)
Downloads 57 (763,514)
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118.

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 Apr 2023
James M. Poterba, James M. Poterba and Lawrence H. Summers
National Bureau of Economic Research (NBER)Massachusetts Institute of Technology (MIT) - Department of Economics and Harvard University
Downloads 56 (769,921)

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119.

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: 28 Apr 2023
James M. Poterba, James M. Poterba and Todd M. Sinai
National Bureau of Economic Research (NBER)Massachusetts Institute of Technology (MIT) - Department of Economics and University of Pennsylvania - The Wharton School
Downloads 55 (776,416)
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120.

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 Last Revised: 28 Apr 2023
James M. Poterba and James M. Poterba
National Bureau of Economic Research (NBER)Massachusetts Institute of Technology (MIT) - Department of Economics
Downloads 55 (776,416)

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121.

Inflation and Taxation with Optimizing Governments

NBER Working Paper No. w2567
Number of pages: 38 Posted: 12 Jul 2010 Last Revised: 28 Apr 2023
James M. Poterba, James M. Poterba and Julio J. Rotemberg
National Bureau of Economic Research (NBER)Massachusetts Institute of Technology (MIT) - Department of Economics and Harvard University, Business, Government and the International Economy Unit (deceased)
Downloads 54 (783,108)
Citation 1

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122.

Implications of Rising Personal Retirement Saving

NBER Working Paper No. w6295
Number of pages: 48 Posted: 07 Sep 2000 Last Revised: 28 Apr 2023
James M. Poterba, James M. Poterba, Steven F. Venti and David A. Wise
National Bureau of Economic Research (NBER)Massachusetts Institute of Technology (MIT) - Department of Economics, Dartmouth College - Department of Economics and National Bureau of Economic Research (NBER)
Downloads 54 (783,108)
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123.

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: 28 Apr 2023
Daniel R. Feenberg, James M. Poterba and James M. Poterba
National Bureau of Economic Research (NBER) and National Bureau of Economic Research (NBER)Massachusetts Institute of Technology (MIT) - Department of Economics
Downloads 52 (796,936)
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124.

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 Last Revised: 28 Apr 2023
Martin S. Feldstein, James M. Poterba and James M. Poterba
National Bureau of Economic Research (NBER) (deceased) and National Bureau of Economic Research (NBER)Massachusetts Institute of Technology (MIT) - Department of Economics
Downloads 51 (804,094)

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125.

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: 28 Apr 2023
James M. Poterba, James M. Poterba, Steven F. Venti and David A. Wise
National Bureau of Economic Research (NBER)Massachusetts Institute of Technology (MIT) - Department of Economics, Dartmouth College - Department of Economics and National Bureau of Economic Research (NBER)
Downloads 50 (811,201)
Citation 10

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126.

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: 28 Apr 2023
James M. Poterba, James M. Poterba, Steven F. Venti and David A. Wise
National Bureau of Economic Research (NBER)Massachusetts Institute of Technology (MIT) - Department of Economics, Dartmouth College - Department of Economics and National Bureau of Economic Research (NBER)
Downloads 49 (818,541)
Citation 3

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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: 28 Apr 2023
James M. Poterba, James M. Poterba and Lawrence H. Summers
National Bureau of Economic Research (NBER)Massachusetts Institute of Technology (MIT) - Department of Economics and Harvard University
Downloads 48 (826,074)

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128.

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: 28 Apr 2023
James M. Poterba, James M. Poterba, Steven F. Venti and David A. Wise
National Bureau of Economic Research (NBER)Massachusetts Institute of Technology (MIT) - Department of Economics, Dartmouth College - Department of Economics and National Bureau of Economic Research (NBER)
Downloads 48 (826,074)

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129.

Does Tax Deductibility Increase Retirement Saving? Lessons from a French Natural Experiment

Number of pages: 34 Posted: 09 Jan 2025
Marie Briere, James M. Poterba, James M. Poterba and Ariane Szafarz
Amundi Asset Management, National Bureau of Economic Research (NBER)Massachusetts Institute of Technology (MIT) - Department of Economics and Université Libre de Bruxelles (ULB), Solvay Brussels School of Economics and Management, Centre Emile Bernheim (CEB) & CERMi
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Retirement savings, Tax incentives, France, Long-term savings, Rothification, Voluntary contributions E21, pension

130.

Second Mortgages and Household Saving

NBER Working Paper No. w2853
Number of pages: 42 Posted: 21 Apr 2011 Last Revised: 28 Apr 2023
Joyce Manchester, James M. Poterba and James M. Poterba
Vermont Legislative Joint Fiscal Office and National Bureau of Economic Research (NBER)Massachusetts Institute of Technology (MIT) - Department of Economics
Downloads 47 (833,747)
Citation 1

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131.

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: 28 Apr 2023
Amy Finkelstein, James M. Poterba, James M. Poterba and Casey Rothschild
Massachusetts Institute of Technology (MIT) - Department of Economics, National Bureau of Economic Research (NBER)Massachusetts Institute of Technology (MIT) - Department of Economics and Wellesley College
Downloads 47 (833,747)
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132.

Congressional Distributive Politics and State Economic Performance

NBER Working Paper No. w4721
Number of pages: 50 Posted: 01 Aug 2000 Last Revised: 28 Apr 2023
Steven D. Levitt, James M. Poterba and James M. Poterba
University of Chicago and National Bureau of Economic Research (NBER)Massachusetts Institute of Technology (MIT) - Department of Economics
Downloads 47 (833,747)
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133.

Fiscal Institutions and Public Sector Labor Markets

NBER Working Paper No. w6659
Number of pages: 39 Posted: 04 Sep 1998 Last Revised: 28 Apr 2023
James M. Poterba, James M. Poterba and Kim S. Rueben
National Bureau of Economic Research (NBER)Massachusetts Institute of Technology (MIT) - Department of Economics and Tax Policy Center
Downloads 46 (841,655)

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134.

The Composition and Draw-Down of Wealth in Retirement

NBER Working Paper No. w17536
Number of pages: 44 Posted: 29 Oct 2011 Last Revised: 02 Jun 2023
James M. Poterba, James M. Poterba, Steven F. Venti and David A. Wise
National Bureau of Economic Research (NBER)Massachusetts Institute of Technology (MIT) - Department of Economics, Dartmouth College - Department of Economics and National Bureau of Economic Research (NBER)
Downloads 45 (849,498)
Citation 51

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135.

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 Apr 2023
James M. Poterba, James M. Poterba and Arturo Ramirez Verdugo
National Bureau of Economic Research (NBER)Massachusetts Institute of Technology (MIT) - Department of Economics and Protego - Public Finance
Downloads 39 (900,613)

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136.

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

NBER Working Paper No. w3824
Number of pages: 54 Posted: 16 Dec 2010 Last Revised: 28 Apr 2023
Julio J. Rotemberg, John C. Driscoll, James M. Poterba 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)Massachusetts Institute of Technology (MIT) - Department of Economics
Downloads 35 (937,910)

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137.

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 Last Revised: 28 Apr 2023
James M. Poterba and James M. Poterba
National Bureau of Economic Research (NBER)Massachusetts Institute of Technology (MIT) - Department of Economics
Downloads 35 (937,910)
Citation 1

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138.

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: 12 May 2023
Robert N. Gordon, David Joulfaian, James M. Poterba 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)Massachusetts Institute of Technology (MIT) - Department of Economics
Downloads 34 (947,725)

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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 Last Revised: 28 Apr 2023
Robert N. Gordon, David Joulfaian, James M. Poterba 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)Massachusetts Institute of Technology (MIT) - Department of Economics
Downloads 29 (999,464)

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140.

Policy Responses to Tax Competition: An Introduction

NBER Working Paper No. w32090
Number of pages: 33 Posted: 29 Jan 2024 Last Revised: 31 Jan 2024
David R. Agrawal, James M. Poterba, James M. Poterba and Owen Zidar
University of California, Irvine, National Bureau of Economic Research (NBER)Massachusetts Institute of Technology (MIT) - Department of Economics and Princeton University
Downloads 21 (1,093,166)
Citation 3
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141.

Annuity Markets and Retirement Security

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

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142.

Stock Ownership Patters, Stock Market Fluctuations, and Consumption

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

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