An Online Appendix to 'The Effects of Required Minimum Distribution Rules on Withdrawals from Traditional Individual Retirement Accounts'

29 Pages Posted: 27 Oct 2016 Last revised: 28 Feb 2019

See all articles by Jacob Mortenson

Jacob Mortenson

Joint Committee on Taxation, US Congress

Heidi Schramm

Joint Committee on Taxation, U.S. Congress

Andrew Whitten

U.S. Department of the Treasury - Office of Tax Analysis (OTA)

Date Written: February 2019

Abstract

This online appendix to "The Effects of Required Minimum Distribution Rules on Withdrawals from Traditional Individual Retirement Accounts" includes further discussion of theory and estimation details relating to the main paper. In addition, we present graphs and tables not included in the main paper.

The paper "The Effects of Required Minimum Distribution Rules on Withdrawals from Traditional Individual Retirement Accounts" may be found at http://ssrn.com/abstract=2764435.

Keywords: Asset decumulation, income taxation, Individual Retirement Accounts, investment, required minimum distributions, retirement

JEL Classification: D14, H24

Suggested Citation

Mortenson, Jacob and Schramm, Heidi and Whitten, Andrew, An Online Appendix to 'The Effects of Required Minimum Distribution Rules on Withdrawals from Traditional Individual Retirement Accounts' (February 2019). Available at SSRN: https://ssrn.com/abstract=2859088 or http://dx.doi.org/10.2139/ssrn.2859088

Jacob Mortenson

Joint Committee on Taxation, US Congress ( email )

502 Ford House Office Building
Washington, DC 20515
United States

HOME PAGE: http://www.jacobmortenson.com

Heidi Schramm (Contact Author)

Joint Committee on Taxation, U.S. Congress ( email )

H2-502 Ford House Office Building
Washington, DC 20515
United States

Andrew Whitten

U.S. Department of the Treasury - Office of Tax Analysis (OTA) ( email )

1500 Pennsylvania Ave., N.W.
Washington, DC 20220
United States

HOME PAGE: http://andrewwhitten.com

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