Internet Appendix to 'Should the Government Be Paying Investment Fees on $3 Trillion of Tax-Deferred Retirement Assets?'
34 Pages Posted: 14 Mar 2018 Last revised: 21 Mar 2018
Date Written: March 16, 2018
Section 1 of this Internet Appendix decomposes the difference between Traditional and Roth, showing that it is due both to the fact that fees are paid with pretax money, and to the fact that simply there are more assets. Section 2 details our asset-weighted cost estimates. Section 3 provides additional background information on fees. Section 4 contains the full solution to our general equilibrium model.
Keywords: mutual fund fees, taxes, retirement savings
JEL Classification: D14, G11, G23, G28, H21, J26, J32
Suggested Citation: Suggested Citation