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

14 Pages Posted: 27 Oct 2016

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: October 25, 2016

Abstract

This online appendix to "The Effects of Required Minimum Distribution Rules on Withdrawals from Traditional Individual Retirement Accounts" includes derivations, estimation details and additional graphical analysis.

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' (October 25, 2016). 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 22203
United States

HOME PAGE: http://rawhitten.com

Register to save articles to
your library

Register

Paper statistics

Downloads
16
Abstract Views
190
PlumX Metrics