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

See all articles by Mattia Landoni

Mattia Landoni

Southern Methodist University (SMU) - Finance Department

Stephen P. Zeldes

Columbia Business School - Finance and Economics; National Bureau of Economic Research (NBER)

Date Written: March 16, 2018

Abstract

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

Landoni, Mattia and Zeldes, Stephen P., Internet Appendix to 'Should the Government Be Paying Investment Fees on $3 Trillion of Tax-Deferred Retirement Assets?' (March 16, 2018). Available at SSRN: https://ssrn.com/abstract=3138303

Mattia Landoni (Contact Author)

Southern Methodist University (SMU) - Finance Department ( email )

United States

Stephen P. Zeldes

Columbia Business School - Finance and Economics ( email )

3022 Broadway
Uris 825, Dept. of Finance & Economics
New York, NY 10027
United States
212-854-2492 (Phone)
212-208-4699 (Fax)

HOME PAGE: http://www.columbia.edu/~spz1

National Bureau of Economic Research (NBER)

1050 Massachusetts Avenue
Cambridge, MA 02138
United States

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