Details about James Poterba

E-mail:
Homepage:	http://econ-www.mit.edu/faculty/poterba/
Phone:	(617) 253-6673
Postal address:	Department of Economics MIT E52-444 77 Massachusetts Avenue Cambridge MA 02139
Workplace:	Economics Department, Massachusetts Institute of Technology (MIT), (more information at EDIRC) National Bureau of Economic Research (NBER), (more information at EDIRC)

Access statistics for papers by James Poterba.

Last updated 2020-10-22. Update your information in the RePEc Author Service.

Short-id: ppo19

---

Jump to Journal Articles Books Edited books Chapters Editor

Working Papers

2022

1. How Regressive are Mobility-Related User Fees and Gasoline Taxes?
   NBER Working Papers, National Bureau of Economic Research, Inc
   See also Chapter (2022)
2. Trends in Retirement and Retirement Income Choices by TIAA Participants: 2000–2018
   NBER Working Papers, National Bureau of Economic Research, Inc

2021

3. Choice Overload? Participation and Asset Allocation in French Employer-Sponsored Saving Plans
   NBER Working Papers, National Bureau of Economic Research, Inc View citations (1)
4. Discount Rates, Mortality Projections, and Money's Worth Calculations for US Individual Annuities
   NBER Working Papers, National Bureau of Economic Research, Inc View citations (3)

2020

5. Economic Analysis and Infrastructure Investment
   NBER Working Papers, National Bureau of Economic Research, Inc View citations (3)
   See also Book (2021)

2017

6. Longitudinal Determinants of End-of-Life Wealth Inequality
   NBER Working Papers, National Bureau of Economic Research, Inc View citations (1)
7. The Long Reach of Education: Health, Wealth, and DI Participation
   NBER Working Papers, National Bureau of Economic Research, Inc

2016

8. Choosing Between an Estate Tax and a Basis Carryover Regime: Evidence from 2010
   NBER Working Papers, National Bureau of Economic Research, Inc
9. Revenue and Incentive Effects of Basis Step-Up at Death: Lessons from the 2010 "Voluntary" Estate Tax Regime
   NBER Working Papers, National Bureau of Economic Research, Inc

2015

10. What Determines End-of-Life Assets? A Retrospective View
    NBER Working Papers, National Bureau of Economic Research, Inc View citations (10)
    See also Chapter (2015)

2014

11. Do Required Minimum Distributions Matter? The Effect of the 2009 Holiday On Retirement Plan Distributions
    NBER Working Papers, National Bureau of Economic Research, Inc
12. Retirement Security in an Aging Society
    NBER Working Papers, National Bureau of Economic Research, Inc View citations (22)

2013

13. Health, Education, and the Post-Retirement Evolution of Household Assets
    NBER Working Papers, National Bureau of Economic Research, Inc View citations (21)

2012

14. The Nexus of Social Security Benefits, Health, and Wealth at Death
    NBER Working Papers, National Bureau of Economic Research, Inc
    See also Chapter (2014)
15. Were They Prepared for Retirement? Financial Status at Advanced Ages in the HRS and AHEAD Cohorts
    NBER Working Papers, National Bureau of Economic Research, Inc View citations (13)
    See also Chapter (2011)

2011

16. The Asset Cost of Poor Health
    Scholarly Articles, Harvard Kennedy School of Government View citations (1)
    Also in Working Paper Series, Harvard University, John F. Kennedy School of Government (2011)
    NBER Working Papers, National Bureau of Economic Research, Inc (2010) View citations (35)
17. The Composition and Draw-down of Wealth in Retirement
    NBER Working Papers, National Bureau of Economic Research, Inc View citations (9)
    See also Journal Article in Journal of Economic Perspectives (2011)
18. The Drawdown of Personal Retirement Assets
    NBER Working Papers, National Bureau of Economic Research, Inc View citations (10)
    Also in Working Paper Series, Harvard University, John F. Kennedy School of Government (2011) View citations (9)
    Scholarly Articles, Harvard Kennedy School of Government (2011) View citations (9)

2010

19. Family Status Transitions, Latent Health, and the Post-Retirement Evolution of Assets
    NBER Working Papers, National Bureau of Economic Research, Inc View citations (26)
    See also Chapter (2011)

2008

20. Income Tax Provisions Affecting Owner-Occupied Housing: Revenue Costs and Incentive Effects
    NBER Working Papers, National Bureau of Economic Research, Inc View citations (10)
21. Portfolio Substitution and the Revenue Cost of Exempting State and Local Government Interest Payments from Federal Income Tax
    NBER Working Papers, National Bureau of Economic Research, Inc View citations (5)
22. Taxes and Mutual Fund Inflows Around Distribution Dates
    NBER Working Papers, National Bureau of Economic Research, Inc View citations (6)

2007

23. Deferred Tax Positions and Incentives for Corporate Behavior Around Corporate Tax Changes
    NBER Working Papers, National Bureau of Economic Research, Inc View citations (2)
24. New Estimates of the Future Path of 401(k) Assets
    NBER Working Papers, National Bureau of Economic Research, Inc View citations (11)
    See also Chapter (2008)
25. Rise of 401(k) Plans, Lifetime Earnings, and Wealth at Retirement
    NBER Working Papers, National Bureau of Economic Research, Inc View citations (9)
    See also Chapter (2010)
26. The Changing Landscape of Pensions in the United States
    NBER Working Papers, National Bureau of Economic Research, Inc View citations (18)
27. The Decline of Defined Benefit Retirement Plans and Asset Flows
    NBER Working Papers, National Bureau of Economic Research, Inc View citations (10)
    See also Chapter (2009)

2006

28. Defined Contribution Plans, Defined Benefit Plans, and the Accumulation of Retirement Wealth
    NBER Working Papers, National Bureau of Economic Research, Inc View citations (13)
    See also Chapter (2007)
    Journal Article in Journal of Public Economics (2007)
29. Household Ownership of Variable Annuities
    NBER Working Papers, National Bureau of Economic Research, Inc View citations (16)
    See also Chapter (2006)
30. Lifecycle Asset Allocation Strategies and the Distribution of 401(k) Retirement Wealth
    NBER Working Papers, National Bureau of Economic Research, Inc View citations (14)
    See also Chapter (2009)
31. Redistribution by Insurance Market Regulation: Analyzing a Ban on Gender-Based Retirement Annuities
    NBER Working Papers, National Bureau of Economic Research, Inc View citations (4)
    See also Journal Article in Journal of Financial Economics (2009)
32. Testing for Asymmetric Information Using 'Unused Observables' in Insurance Markets: Evidence from the U.K. Annuity Market
    NBER Working Papers, National Bureau of Economic Research, Inc View citations (34)

2004

33. Tax-Motivated Trading by Individual Investors
    NBER Working Papers, National Bureau of Economic Research, Inc View citations (3)
    See also Journal Article in American Economic Review (2005)
34. Taxation and Corporate Payout Policy
    NBER Working Papers, National Bureau of Economic Research, Inc View citations (93)
    See also Journal Article in American Economic Review (2004)
35. The Impact of Population Aging on Financial Markets
    NBER Working Papers, National Bureau of Economic Research, Inc View citations (91)
    See also Journal Article in Proceedings - Economic Policy Symposium - Jackson Hole (2004)
36. Valuing Assets in Retirement Saving Accounts
    NBER Working Papers, National Bureau of Economic Research, Inc View citations (14)

2003

37. Inter-Asset Differences in Effective Estate Tax Burdens
    NBER Working Papers, National Bureau of Economic Research, Inc View citations (3)
    See also Journal Article in American Economic Review (2003)
38. The Alternative Minimum Tax and Effective Marginal Tax Rates
    NBER Working Papers, National Bureau of Economic Research, Inc View citations (20)
39. Utility Evaluation of Risk in Retirement Saving Accounts
    NBER Working Papers, National Bureau of Economic Research, Inc View citations (14)
    See also Chapter (2005)

2002

40. Asset Allocation and Asset Location: Household Evidence from the Survey of Consumer Finances
    NBER Working Papers, National Bureau of Economic Research, Inc View citations (12)
    See also Journal Article in Journal of Public Economics (2004)
41. Exchange Traded Funds: A New Investment Option for Taxable Investors
    NBER Working Papers, National Bureau of Economic Research, Inc View citations (68)
    See also Journal Article in American Economic Review (2002)

2001

42. Copycat Funds: Information Disclosure Regulation and the Returns to Active Management in the Mutual Fund Industry
    NBER Working Papers, National Bureau of Economic Research, Inc View citations (7)
    See also Journal Article in Journal of Law and Economics (2004)
43. Taxation and Portfolio Structure: Issues and Implications
    NBER Working Papers, National Bureau of Economic Research, Inc View citations (47)
44. Taxation, Risk-Taking, and Household Portfolio Behavior
    NBER Working Papers, National Bureau of Economic Research, Inc View citations (8)
    See also Chapter (2002)
45. The Transition to Personal Accounts and Increasing Retirement Wealth: Macro and Micro Evidence
    NBER Working Papers, National Bureau of Economic Research, Inc View citations (38)
    See also Chapter (2004)

2000

46. Adverse Selection in Insurance Markets: Policyholder Evidence from the U.K. Annuity Market
    NBER Working Papers, National Bureau of Economic Research, Inc View citations (21)
    See also Journal Article in Journal of Political Economy (2004)
47. Asset Location for Retirement Savers
    NBER Working Papers, National Bureau of Economic Research, Inc View citations (17)
48. Do After-Tax Returns Affect Mutual Fund Inflows?
    NBER Working Papers, National Bureau of Economic Research, Inc View citations (11)
    See also Journal Article in Journal of Financial Economics (2002)
49. Mortality Risk, Inflation Risk, and Annuity Products
    NBER Working Papers, National Bureau of Economic Research, Inc View citations (20)
50. The Distribution of Payroll and Income Tax Burdens, 1979-1999
    NBER Working Papers, National Bureau of Economic Research, Inc View citations (9)
51. The Distributional Burden of Taxing Estates and Unrealized Capital Gains at the Time of Death
    NBER Working Papers, National Bureau of Economic Research, Inc View citations (6)
52. The Income and Tax Share of Very High Income Households, 1960-1995
    NBER Working Papers, National Bureau of Economic Research, Inc View citations (28)
    See also Journal Article in American Economic Review (2000)

1999

53. Implications of Rising Personal Retirement Saving
    NBER Working Papers, National Bureau of Economic Research, Inc View citations (9)
    See also Chapter (1998)
54. Joint Life Annuities and Annuity Demand by Married Couples
    NBER Working Papers, National Bureau of Economic Research, Inc View citations (55)
55. Pre-Retirement Cashouts and Foregone Retirement Saving: Implications for 401(k) Asset Accumulation
    NBER Working Papers, National Bureau of Economic Research, Inc View citations (8)
    See also Chapter (2001)
56. Selection Effects in the Market for Individual Annuities: New Evidence from the United Kingdom
    NBER Working Papers, National Bureau of Economic Research, Inc View citations (21)
57. Taxation and Household Portfolio Composition: U.S. Evidence from the 1980s and 1990s
    NBER Working Papers, National Bureau of Economic Research, Inc View citations (5)
    See also Journal Article in Journal of Public Economics (2003)
58. Taxing Retirement Income: Nonqualified Annuities and Distributions from Qualified Accounts
    NBER Working Papers, National Bureau of Economic Research, Inc View citations (13)
    Also in Pension Research Council Working Papers, Wharton School Pension Research Council, University of Pennsylvania View citations (13)
59. The Costs of Annuitizing Retirement Payouts from Individual Accounts
    NBER Working Papers, National Bureau of Economic Research, Inc View citations (20)
    See also Chapter (2000)
60. The Rate of Return to Corporate Capital and Factor Shares: New EstimatesUsing Revised National Income Accounts and Capital Stock Data
    NBER Working Papers, National Bureau of Economic Research, Inc View citations (26)
    See also Journal Article in Carnegie-Rochester Conference Series on Public Policy (1998)
61. The Role of Real Annuities and Indexed Bonds in an Individual Accounts Retirement Program
    NBER Working Papers, National Bureau of Economic Research, Inc View citations (18)
    Also in Pension Research Council Working Papers, Wharton School Pension Research Council, University of Pennsylvania View citations (17)
    Center for Financial Institutions Working Papers, Wharton School Center for Financial Institutions, University of Pennsylvania (1999) View citations (30)
    See also Chapter (2001)

1998

62. Capital Gains Tax Rules, Tax Loss Trading and Turn-of-the-Year Returns
    NBER Working Papers, National Bureau of Economic Research, Inc View citations (3)
63. Estate and Gift Taxes and Incentives for Inter Vivos Giving in the United States
    NBER Working Papers, National Bureau of Economic Research, Inc View citations (16)
64. Fiscal Institutions and Public Sector Labor Markets
    NBER Working Papers, National Bureau of Economic Research, Inc View citations (14)
65. Population Age Structure and Asset Returns: An Empirical Investigation
    NBER Working Papers, National Bureau of Economic Research, Inc View citations (25)

1997

66. Distributional Effects of Adopting a National Retail Sales Tax
    NBER Working Papers, National Bureau of Economic Research, Inc View citations (36)
    See also Chapter (1997)
67. Household Portfolio Allocation Over the Life Cycle
    NBER Working Papers, National Bureau of Economic Research, Inc View citations (76)
    See also Chapter (2001)
68. New Evidence on the Money's Worth of Individual Annuities
    NBER Working Papers, National Bureau of Economic Research, Inc View citations (29)
    Also in Pension Research Council Working Papers, Wharton School Pension Research Council, University of Pennsylvania View citations (50)
69. State Fiscal Institutions and the U.S. Municipal Bond Market
    NBER Working Papers, National Bureau of Economic Research, Inc View citations (41)
    See also Chapter (1999)
70. The Estate Tax and After-Tax Investment Returns
    NBER Working Papers, National Bureau of Economic Research, Inc View citations (26)
71. The History of Annuities in the United States
    NBER Working Papers, National Bureau of Economic Research, Inc View citations (29)
72. Why do Economists Disagree About Policy?
    NBER Working Papers, National Bureau of Economic Research, Inc View citations (9)

1996

73. Budget Institutions and Fiscal Policy in the U.S. States
    NBER Working Papers, National Bureau of Economic Research, Inc View citations (138)
    See also Journal Article in American Economic Review (1996)
74. Demographic Structure and the Political Economy of Public Education
    NBER Working Papers, National Bureau of Economic Research, Inc View citations (66)
    See also Journal Article in Journal of Policy Analysis and Management (1997)
75. Do Budget Rules Work?
    NBER Working Papers, National Bureau of Economic Research, Inc View citations (82)
76. Individual Financial Decisions in Retirement Saving Plans and The Provision of Resources for Retirement
    NBER Working Papers, National Bureau of Economic Research, Inc View citations (12)
    See also Chapter (1998)
77. Personal Retirement Saving Programs and Asset Accumulation: Reconciling the Evidence
    NBER Working Papers, National Bureau of Economic Research, Inc View citations (24)
    See also Chapter (1998)
78. Stock Market Yields and the Pricing of Municipal Bonds
    NBER Working Papers, National Bureau of Economic Research, Inc View citations (12)
    Also in Harvard Institute of Economic Research Working Papers, Harvard - Institute of Economic Research (1996) View citations (5)
79. Stock Ownership Patterns, Stock Market Fluctuations, and Consumption
    Working papers, Massachusetts Institute of Technology (MIT), Department of Economics View citations (43)
    See also Journal Article in Brookings Papers on Economic Activity (1995)

1995

80. Lump-Sum Distributions from Retirement Saving Plans: Receipt and Utilization
    NBER Working Papers, National Bureau of Economic Research, Inc View citations (18)
    See also Chapter (1998)
81. Tax Subsidies to Employer-Provided Health Insurance
    NBER Working Papers, National Bureau of Economic Research, Inc View citations (11)
    See also Chapter (1996)
82. The Effects of Special Saving Programs on Saving and Wealth
    NBER Working Papers, National Bureau of Economic Research, Inc View citations (4)
    See also Chapter (1996)

1994

83. Congressional Distributive Politics and State Economic Performance
    NBER Working Papers, National Bureau of Economic Research, Inc View citations (5)
    See also Journal Article in Public Choice (1999)
84. Employee Decisions with Respect to 401(k) Plans: Evidence From Individual-Level Data
    NBER Working Papers, National Bureau of Economic Research, Inc View citations (21)
85. Government Intervention in the Markets for Education and Health Care: How and Why?
    NBER Working Papers, National Bureau of Economic Research, Inc View citations (29)
    See also Chapter (1996)
86. Tax Incentives and the Decision to Purchase Health Insurance: Evidence from the Self-Employed
    Working papers, Massachusetts Institute of Technology (MIT), Department of Economics View citations (164)
    Also in NBER Working Papers, National Bureau of Economic Research, Inc (1993) View citations (5)
87. The Distribution of Public Sector Wage Premia: New Evidence Using Quantile Regression Methods
    NBER Working Papers, National Bureau of Economic Research, Inc View citations (107)

1993

88. Did 401(k) Plans Replace Other Employer Provided Pensions?
    NBER Working Papers, National Bureau of Economic Research, Inc View citations (13)
    See also Chapter (1996)
89. Do 401(k) Contributions Crowd Out Other Persoanl Saving?
    NBER Working Papers, National Bureau of Economic Research, Inc View citations (22)
    See also Journal Article in Journal of Public Economics (1995)
90. State Responses to Fiscal Crisis: The Effects of Budgetary Institutionsand Politics
    NBER Working Papers, National Bureau of Economic Research, Inc View citations (7)
    See also Journal Article in Journal of Political Economy (1994)
91. Unemployment Benefits, Labor Market Transitions, and Spurious Flows: A Multinational Logit Model with Errors in Classification
    NBER Working Papers, National Bureau of Economic Research, Inc View citations (4)

1992

92. 401(k) Plans and Tax-Deferred Saving
    NBER Working Papers, National Bureau of Economic Research, Inc View citations (27)
    Also in Working papers, Massachusetts Institute of Technology (MIT), Department of Economics (1992) View citations (6)
    See also Chapter (1994)
93. Capital Budgets, Borrowing Rules, and State Capital Spending
    NBER Working Papers, National Bureau of Economic Research, Inc
    See also Journal Article in Journal of Public Economics (1995)
94. Income Inequality and the Incomes of Very High Income Taxpayers: Evidence from Tax Returns
    NBER Working Papers, National Bureau of Economic Research, Inc View citations (62)
    Also in Working papers, Massachusetts Institute of Technology (MIT), Department of Economics (1992) View citations (11)
    See also Chapter (1993)
95. Taxation and Housing: Old Questions, New Answers
    NBER Working Papers, National Bureau of Economic Research, Inc View citations (190)
    See also Journal Article in American Economic Review (1992)

1991

96. Investor Diversification and International Equity Markets
    NBER Working Papers, National Bureau of Economic Research, Inc View citations (1073)
    See also Journal Article in American Economic Review (1991)
97. Is the Gasoline Tax Regressive?
    NBER Working Papers, National Bureau of Economic Research, Inc View citations (201)
    Also in Working papers, Massachusetts Institute of Technology (MIT), Department of Economics (1990) View citations (15)
    See also Chapter (1991)
98. Money, Output and Prices: Evidence from A New Monetary Aggregate
    NBER Working Papers, National Bureau of Economic Research, Inc View citations (13)
    Also in Working papers, Massachusetts Institute of Technology (MIT), Department of Economics (1991) View citations (6)
    See also Journal Article in Journal of Business & Economic Statistics (1995)
99. Tax Policy to Combat Global Warming: On Designing a Carbon Tax
    NBER Working Papers, National Bureau of Economic Research, Inc View citations (105)
100. Which Households Own Municipal Bonds? Evidence From Tax Returns
     NBER Working Papers, National Bureau of Economic Research, Inc View citations (23)
     Also in Working papers, Massachusetts Institute of Technology (MIT), Department of Economics (1991) View citations (22)
101. Why Didn't the Tax Reform Act of 1986 Raise Corporate Taxes?
     NBER Working Papers, National Bureau of Economic Research, Inc
     See also Chapter (1992)

1990

102. AN AGING SOCIETY: OPPORTUNITY OR CHALLENGE
     Working papers, Massachusetts Institute of Technology (MIT), Department of Economics View citations (277)
     See also Journal Article in Brookings Papers on Economic Activity (1990)
103. ARE JAPANESE STOCK PRICES TOO HIGH?
     Working papers, Massachusetts Institute of Technology (MIT), Department of Economics View citations (10)
     Also in NBER Working Papers, National Bureau of Economic Research, Inc (1990) View citations (1)
     See also Journal Article in Journal of Financial Economics (1991)
104. SPECULATIVE DYNAMICS
     Working papers, Massachusetts Institute of Technology (MIT), Department of Economics View citations (12)
     Also in NBER Working Papers, National Bureau of Economic Research, Inc (1990) View citations (15)
105. SPECULATIVE DYNAMICS AND THE ROLE OF FEEDBACK TRADERS
     Working papers, Massachusetts Institute of Technology (MIT), Department of Economics View citations (181)
     Also in NBER Working Papers, National Bureau of Economic Research, Inc (1990) View citations (177)
     See also Journal Article in American Economic Review (1990)
106. Taxation and Housing Markets: Preliminary Evidence on the Effects of Recent Tax Reforms
     NBER Working Papers, National Bureau of Economic Research, Inc View citations (11)

1989

107. DIVIDENDS, CAPITAL GAINS AND THE CORPORATE VEIL: EVIDENCE FROM BRITAIN, CANADA AND THE UNITED STATES
     Working Papers, John Deutsch Institute for the Study of Economic Policy View citations (2)
     Also in NBER Working Papers, National Bureau of Economic Research, Inc (1989) View citations (2)
     See also Chapter (1991)
108. DIVIDENDS, CAPITAL GAINS, & THE CORPORATE VEIL: EVIDENCE FROM BRITAIN, CANADA, AND THE UNITED STATES
     Working papers, Massachusetts Institute of Technology (MIT), Department of Economics View citations (2)
109. INFLATION AND TAXATION WITH OPTIMIZING GOVERNMENTS
     Working papers, Massachusetts Institute of Technology (MIT), Department of Economics
     Also in NBER Working Papers, National Bureau of Economic Research, Inc (1988) View citations (27)
     See also Journal Article in Journal of Money, Credit and Banking (1990)
110. LIFETIME INCIDENCE AND THE DISTRIBUTIONAL BURDEN OF EXCISE TAXES
     Working papers, Massachusetts Institute of Technology (MIT), Department of Economics View citations (194)
     Also in NBER Working Papers, National Bureau of Economic Research, Inc (1989) View citations (194)
     See also Journal Article in American Economic Review (1989)
111. Second Mortgages and Household Saving
     NBER Working Papers, National Bureau of Economic Research, Inc View citations (33)
     See also Journal Article in Regional Science and Urban Economics (1989)
112. TAX REFORM AND THE MARKET FOR TAX-EXEMPT DEBT
     Working papers, Massachusetts Institute of Technology (MIT), Department of Economics View citations (39)
     Also in NBER Working Papers, National Bureau of Economic Research, Inc (1989) View citations (38)
     See also Journal Article in Regional Science and Urban Economics (1989)
113. Venture Capital and Capital Gains Taxation
     NBER Working Papers, National Bureau of Economic Research, Inc View citations (90)
     Also in Working papers, Massachusetts Institute of Technology (MIT), Department of Economics (1988) View citations (4)
     See also Chapter (1989)

1988

114. What Moves Stock Prices?
     NBER Working Papers, National Bureau of Economic Research, Inc View citations (185)
     Also in Working papers, Massachusetts Institute of Technology (MIT), Department of Economics (1988) View citations (26)

1987

115. Household Behavior and the Tax Reform Act of 1986
     NBER Working Papers, National Bureau of Economic Research, Inc View citations (56)
     Also in Working papers, Massachusetts Institute of Technology (MIT), Department of Economics (1986) View citations (55)
     See also Journal Article in Journal of Economic Perspectives (1987)
116. Mean Reversion in Stock Prices: Evidence and Implications
     NBER Working Papers, National Bureau of Economic Research, Inc View citations (30)
     See also Journal Article in Journal of Financial Economics (1988)
117. Recent Evidence on Budget Deficits and National Savings
     NBER Working Papers, National Bureau of Economic Research, Inc View citations (1)
118. Tax Evasion and Capital Gains Taxation
     Working papers, Massachusetts Institute of Technology (MIT), Department of Economics View citations (58)
     Also in NBER Working Papers, National Bureau of Economic Research, Inc (1987) View citations (58)
     See also Journal Article in American Economic Review (1987)
119. Tax Policy and Corporate Saving
     Working papers, Massachusetts Institute of Technology (MIT), Department of Economics View citations (84)
     See also Journal Article in Brookings Papers on Economic Activity (1987)
120. Why Have Corporate Tax Revenues Declined?
     NBER Working Papers, National Bureau of Economic Research, Inc View citations (43)
     Also in Working papers, Massachusetts Institute of Technology (MIT), Department of Economics (1986)
     See also Chapter (1987)

1986

121. Finite Lifetimes and the Crowding Out Effects of Budget Deficits
     NBER Working Papers, National Bureau of Economic Research, Inc View citations (2)
122. Finite Lifetimes and the Effects of Budget Deficits on National Savings
     Working papers, Massachusetts Institute of Technology (MIT), Department of Economics View citations (3)
     See also Journal Article in Journal of Monetary Economics (1987)
123. How Burdensome Are Capital Gains Taxes?
     Working papers, Massachusetts Institute of Technology (MIT), Department of Economics View citations (14)
     Also in NBER Working Papers, National Bureau of Economic Research, Inc (1986) View citations (3)
124. Money in the Utility Function: An Empirical Implementation
     Working papers, Massachusetts Institute of Technology (MIT), Department of Economics View citations (22)
     Also in NBER Working Papers, National Bureau of Economic Research, Inc (1986) View citations (27)
125. Tax Loss Carryforwards and Corporate Tax Incentives
     NBER Working Papers, National Bureau of Economic Research, Inc View citations (15)
     Also in Working papers, Massachusetts Institute of Technology (MIT), Department of Economics (1986) View citations (10)
     See also Chapter (1987)

1985

126. A Tax-Based Test for Nominal Rigidities
     NBER Working Papers, National Bureau of Economic Research, Inc
     Also in Working papers, Massachusetts Institute of Technology (MIT), Department of Economics (1985)
     See also Journal Article in American Economic Review (1986)
127. Public Policy Implications of Declining Old-Age Mortality
     Working papers, Massachusetts Institute of Technology (MIT), Department of Economics View citations (3)

1984

128. Adjusting the Gross Changes Data: Implications for Labor Market Dynamics
     Working papers, Massachusetts Institute of Technology (MIT), Department of Economics View citations (3)
     Also in NBER Working Papers, National Bureau of Economic Research, Inc (1984) View citations (1)
129. Expected Future Tax Policy and Tax Exempt Bond Yields
     Working papers, Massachusetts Institute of Technology (MIT), Department of Economics View citations (1)
     Also in NBER Working Papers, National Bureau of Economic Research, Inc (1984) View citations (1)
130. New Evidence that Taxes Affect the Valuation of Dividends
     NBER Working Papers, National Bureau of Economic Research, Inc View citations (96)
     Also in Working papers, Massachusetts Institute of Technology (MIT), Department of Economics (1984) View citations (97)
     See also Journal Article in Journal of Finance (1984)
131. The Citizens Utilities Case: A Further Dividend Puzzle
     Working papers, Massachusetts Institute of Technology (MIT), Department of Economics View citations (2)
132. The Economic Effects of Dividend Taxation
     NBER Working Papers, National Bureau of Economic Research, Inc View citations (108)
     Also in Working papers, Massachusetts Institute of Technology (MIT), Department of Economics (1984) View citations (16)
133. The Persistence of Volatility and Stock Market Fluctuations
     NBER Working Papers, National Bureau of Economic Research, Inc View citations (14)
     Also in Working papers, Massachusetts Institute of Technology (MIT), Department of Economics (1984) View citations (21)
     See also Journal Article in American Economic Review (1986)

1983

134. Interpreting Ex-Dividend Evidence: The Citizens Utilities Case Reconsidered
     NBER Working Papers, National Bureau of Economic Research, Inc View citations (1)
135. Multiple Shooting in Rational Expectations Models
     NBER Technical Working Papers, National Bureau of Economic Research, Inc View citations (11)
136. Survey Response Variation in the Current Population Survey
     NBER Working Papers, National Bureau of Economic Research, Inc View citations (4)
137. Tax Subsidies to Owner-occupied Housing: An Asset Market Approach
     Working papers, Massachusetts Institute of Technology (MIT), Department of Economics View citations (28)

1982

138. Unemployment Insurance and Reservation Wages
     NBER Working Papers, National Bureau of Economic Research, Inc View citations (65)
     See also Journal Article in Journal of Public Economics (1984)

1981

139. Dividend Taxes, Corporate Investment, and "Q"
     NBER Working Papers, National Bureau of Economic Research, Inc View citations (2)
     See also Journal Article in Journal of Public Economics (1983)
140. The Effective Tax Rate and the Pretax Rate of Return
     NBER Working Papers, National Bureau of Economic Research, Inc View citations (53)
     See also Journal Article in Journal of Public Economics (1983)

1980

141. Inflation, Income Taxes, and Owner-Occupied Housing
     NBER Working Papers, National Bureau of Economic Research, Inc View citations (11)
142. State and Local Taxes and the Rate of Return on Nonfinancial Corporate Capital (revised as W0740)
     NBER Working Papers, National Bureau of Economic Research, Inc View citations (5)

Journal Articles

2012

1. Amy Finkelstein: 2012 John Bates Clark Medalist
   Journal of Economic Perspectives, 2012, 26, (4), 171-84

2011

2. 100 Years of the American Economic Review: The Top 20 Articles
   American Economic Review, 2011, 101, (1), 1-8 View citations (27)
3. 100 años de la American Economic Review: los 20 artículos más destacados
   Revista de Economía Institucional, 2011, 13, (25), 349-358 View citations (4)
4. The Composition and Drawdown of Wealth in Retirement
   Journal of Economic Perspectives, 2011, 25, (4), 95-118 View citations (95)
   See also Working Paper (2011)
5. The Mirrlees Review: Conclusions and Recommendations for Reform
   Fiscal Studies, 2011, 32, (3), 331-359 View citations (9)

2009

6. Redistribution by insurance market regulation: Analyzing a ban on gender-based retirement annuities
   Journal of Financial Economics, 2009, 91, (1), 38-58 View citations (41)
   See also Working Paper (2006)

2008

7. Tax Expenditures for Owner-Occupied Housing: Deductions for Property Taxes and Mortgage Interest and the Exclusion of Imputed Rental Income
   American Economic Review, 2008, 98, (2), 84-89 View citations (98)

2007

8. Defined contribution plans, defined benefit plans, and the accumulation of retirement wealth
   Journal of Public Economics, 2007, 91, (10), 2062-2086 View citations (54)
   See also Working Paper (2006)
   Chapter (2007)
9. Income inequality and income taxation
   Journal of Policy Modeling, 2007, 29, (4), 623-633 View citations (30)
10. What Does Performance in Graduate School Predict? Graduate Economics Education and Student Outcomes
    American Economic Review, 2007, 97, (2), 512-520 View citations (22)

2005

11. Editorial Announcement
    Journal of Public Economics, 2005, 89, (1), v-v
12. Reforming Taxes to Promote Economic Growth
    The Economists' Voice, 2005, 3, (1), 1-7 View citations (3)
13. Steven D. Levitt: 2003 John Bates Clark Medalist
    Journal of Economic Perspectives, 2005, 19, (3), 181-198 View citations (2)
14. Tax-Motivated Trading by Individual Investors
    American Economic Review, 2005, 95, (5), 1605-1630 View citations (81)
    See also Working Paper (2004)

2004

15. Adverse Selection in Insurance Markets: Policyholder Evidence from the U.K. Annuity Market
    Journal of Political Economy, 2004, 112, (1), 183-208 View citations (331)
    See also Working Paper (2000)
16. Asset allocation and asset location: household evidence from the survey of consumer finances
    Journal of Public Economics, 2004, 88, (9-10), 1893-1915 View citations (50)
    See also Working Paper (2002)
17. Copycat Funds: Information Disclosure Regulation and the Returns to Active Management in the Mutual Fund Industry
    Journal of Law and Economics, 2004, 47, (2), 515-41 View citations (43)
    See also Working Paper (2001)
18. Impact of population aging on financial markets in developed countries
    Economic Review, 2004, 89, (Q IV), 43-53 View citations (47)
19. Portfolio risk and self-directed retirement saving programmes
    Economic Journal, 2004, 114, (494), C26-C51 View citations (6)
20. Taxation and Corporate Payout Policy
    American Economic Review, 2004, 94, (2), 171-175 View citations (93)
    See also Working Paper (2004)
21. The impact of population aging on financial markets
    Proceedings - Economic Policy Symposium - Jackson Hole, 2004, (Aug), 163-216 View citations (64)
    See also Working Paper (2004)

2003

22. Employer Stock and 401(k) Plans
    American Economic Review, 2003, 93, (2), 398-404 View citations (35)
23. Inter-asset Differences in Effective Estate-Tax Burdens
    American Economic Review, 2003, 93, (2), 360-365 View citations (3)
    See also Working Paper (2003)
24. Some observations on health status and economic status
    Journal of Econometrics, 2003, 112, (1), 65-67 View citations (3)
25. Taxation and household portfolio composition: US evidence from the 1980s and 1990s
    Journal of Public Economics, 2003, 87, (1), 5-38 View citations (68)
    See also Working Paper (1999)

2002

26. Do after-tax returns affect mutual fund inflows?
    Journal of Financial Economics, 2002, 63, (3), 381-414 View citations (95)
    See also Working Paper (2000)
27. Exchange-Traded Funds: A New Investment Option for Taxable Investors
    American Economic Review, 2002, 92, (2), 422-427 View citations (67)
    See also Working Paper (2002)
28. Selection Effects in the United Kingdom Individual Annuities Market
    Economic Journal, 2002, 112, (476), 28-50 View citations (139)

2001

29. Annuity markets and retirement security
    Fiscal Studies, 2001, 22, (3), 249-270. View citations (10)
30. Demographic Structure And Asset Returns
    The Review of Economics and Statistics, 2001, 83, (4), 565-584 View citations (193)
31. Estate and gift taxes and incentives for inter vivos giving in the US
    Journal of Public Economics, 2001, 79, (1), 237-264 View citations (68)
32. Fiscal News, State Budget Rules, and Tax-Exempt Bond Yields
    Journal of Urban Economics, 2001, 50, (3), 537-562 View citations (76)

2000

33. Saver Behavior and 401(k) Retirement Wealth
    American Economic Review, 2000, 90, (2), 297-302 View citations (7)
34. Stock Market Wealth and Consumption
    Journal of Economic Perspectives, 2000, 14, (2), 99-118 View citations (366)
35. The Income and Tax Share of Very High-Income Households, 1960-1995
    American Economic Review, 2000, 90, (2), 264-270 View citations (29)
    See also Working Paper (2000)

1999

36. Congressional Distributive Politics and State Economic Performance
    Public Choice, 1999, 99, (1-2), 185-216 View citations (66)
    See also Working Paper (1994)

1998

37. 401(k) Plans and Future Patterns of Retirement Saving
    American Economic Review, 1998, 88, (2), 179-84 View citations (18)
38. Demographic Change, Intergenerational Linkages, and Public Education
    American Economic Review, 1998, 88, (2), 315-20 View citations (97)
39. Economists' Views about Parameters, Values, and Policies: Survey Results in Labor and Public Economics
    Journal of Economic Literature, 1998, 36, (3), 1387-1425 View citations (211)
40. The rate of return to corporate capital and factor shares: new estimates using revised national income accounts and capital stock data
    Carnegie-Rochester Conference Series on Public Policy, 1998, 48, (1), 211-246 View citations (79)
    See also Working Paper (1999)

1997

41. Demographic structure and the political economy of public education
    Journal of Policy Analysis and Management, 1997, 16, (1), 48-66 View citations (285)
    See also Working Paper (1996)

1996

42. Budget Institutions and Fiscal Policy in the U.S. States
    American Economic Review, 1996, 86, (2), 395-400 View citations (131)
    See also Working Paper (1996)
43. How Retirement Saving Programs Increase Saving
    Journal of Economic Perspectives, 1996, 10, (4), 91-112 View citations (178)

1995

44. Capital budgets, borrowing rules, and state capital spending
    Journal of Public Economics, 1995, 56, (2), 165-187 View citations (79)
    See also Working Paper (1992)
45. Do 401(k) contributions crowd out other personal saving?
    Journal of Public Economics, 1995, 58, (1), 1-32 View citations (117)
    See also Working Paper (1993)
46. Environmental taxes on intermediate and final goods when both can be imported
    International Tax and Public Finance, 1995, 2, (2), 221-228 View citations (30)
47. In Honor of Lawrence H. Summers, Winner of the John Bates Clark Medal
    Journal of Economic Perspectives, 1995, 9, (1), 165-182
48. Money, Output, and Prices: Evidence from a New Monetary Aggregate
    Journal of Business & Economic Statistics, 1995, 13, (1), 67-83 View citations (51)
    See also Working Paper (1991)
49. Stock Ownership Patterns, Stock Market Fluctuations, and Consumption
    Brookings Papers on Economic Activity, 1995, 26, (2), 295-372 View citations (162)
    See also Working Paper (1996)
50. Survey evidence on employer match rates and employee saving behavior in 401(k) plans
    Economics Letters, 1995, 49, (3), 313-317 View citations (35)
51. The Effect of Property-Tax Limits on Wages and Employment in the Local Public Sector
    American Economic Review, 1995, 85, (2), 384-89 View citations (35)
52. Unemployment Benefits and Labor Market Transitions: A Multinomial Logit Model with Errors in Classification
    The Review of Economics and Statistics, 1995, 77, (2), 207-16 View citations (73)

1994

53. A Skeptic's View of Global Budget Caps
    Journal of Economic Perspectives, 1994, 8, (3), 67-73 View citations (3)
54. State Responses to Fiscal Crises: The Effects of Budgetary Institutions and Politics
    Journal of Political Economy, 1994, 102, (4), 799-821 View citations (476)
    See also Working Paper (1993)
55. Targeted Retirement Saving and the Net Worth of Elderly Americans
    American Economic Review, 1994, 84, (2), 180-85 View citations (35)

1993

56. Global Warming Policy: A Public Finance Perspective
    Journal of Economic Perspectives, 1993, 7, (4), 47-63 View citations (61)

1992

57. Tax reform and the housing market in the late 1980s: who knew what, and when did they know it?
    Conference Series ; [Proceedings], 1992, 36, 230-261 View citations (4)
58. Taxation and Housing: Old Questions, New Answers
    American Economic Review, 1992, 82, (2), 237-42 View citations (193)
    See also Working Paper (1992)

1991

59. House Price Dynamics: The Role of Tax Policy
    Brookings Papers on Economic Activity, 1991, 22, (2), 143-204 View citations (278)
60. House prices and demographic change: Canadian evidence
    Regional Science and Urban Economics, 1991, 21, (4), 539-546 View citations (58)
61. Investor Diversification and International Equity Markets
    American Economic Review, 1991, 81, (2), 222-26 View citations (1072)
    See also Working Paper (1991)
62. Were Japanese stock prices too high?
    Journal of Financial Economics, 1991, 29, (2), 337-363 View citations (95)
    See also Working Paper (1990)

1990

63. An Aging Society: Opportunity or Challenge?
    Brookings Papers on Economic Activity, 1990, 21, (1), 1-74 View citations (278)
    See also Working Paper (1990)
64. Comparing the cost of capital in the United States and Japan: a survey of methods
    Quarterly Review, 1990, 15, (Win), 20-32
65. Inflation and Taxation with Optimizing Governments
    Journal of Money, Credit and Banking, 1990, 22, (1), 1-18 View citations (52)
    See also Working Paper (1989)
66. Japanese and U.S. cross-border common stock investments
    Journal of the Japanese and International Economies, 1990, 4, (4), 476-493 View citations (21)
67. Speculative Dynamics and the Role of Feedback Traders
    American Economic Review, 1990, 80, (2), 63-68 View citations (191)
    See also Working Paper (1990)
68. Transmission of Volatility between Stock Markets: Discussion
    Review of Financial Studies, 1990, 3, (1), 34-35 View citations (1)

1989

69. Lifetime Incidence and the Distributional Burden of Excise Taxes
    American Economic Review, 1989, 79, (2), 325-30 View citations (194)
    See also Working Paper (1989)
70. Residential real estate and capital formation: Introduction
    Regional Science and Urban Economics, 1989, 19, (2), 159-162
71. Second mortgages and household saving
    Regional Science and Urban Economics, 1989, 19, (2), 325-346 View citations (32)
    See also Working Paper (1989)
72. Tax reform and the market for tax-exempt debt
    Regional Science and Urban Economics, 1989, 19, (3), 537-562 View citations (41)
    See also Working Paper (1989)

1988

73. Are Consumers Forward Looking? Evidence from Fiscal Experiments
    American Economic Review, 1988, 78, (2), 413-18 View citations (125)
74. Mean reversion in stock prices: Evidence and Implications
    Journal of Financial Economics, 1988, 22, (1), 27-59 View citations (838)
    See also Working Paper (1987)

1987

75. Finite lifetimes and the effects of budget deficits on national saving
    Journal of Monetary Economics, 1987, 20, (2), 369-391 View citations (49)
    See also Working Paper (1986)
76. Household Behavior and the Tax Reform Act of 1986
    Journal of Economic Perspectives, 1987, 1, (1), 101-19 View citations (57)
    See also Working Paper (1987)
77. How burdensome are capital gains taxes?: Evidence from the United States
    Journal of Public Economics, 1987, 33, (2), 157-172 View citations (54)
78. Tax Evasion and Capital Gains Taxation
    American Economic Review, 1987, 77, (2), 234-39 View citations (58)
    See also Working Paper (1987)
79. Tax Policy and Corporate Saving
    Brookings Papers on Economic Activity, 1987, 18, (2), 455-516 View citations (79)
    See also Working Paper (1987)

1986

80. A Tax-Based Test for Nominal Rigidities
    American Economic Review, 1986, 76, (4), 659-75 View citations (30)
    See also Working Paper (1985)
81. Reporting Errors and Labor Market Dynamics
    Econometrica, 1986, 54, (6), 1319-38 View citations (148)
82. The Persistence of Volatility and Stock Market Fluctuations
    American Economic Review, 1986, 76, (5), 1142-51 View citations (225)
    See also Working Paper (1984)
83. The market valuation of cash dividends: The citizens utilities case reconsidered
    Journal of Financial Economics, 1986, 15, (3), 395-405 View citations (8)

1984

84. New Evidence that Taxes Affect the Valuation of Dividends
    Journal of Finance, 1984, 39, (5), 1397-1415 View citations (102)
    See also Working Paper (1984)
85. Unemployment insurance and reservation wages
    Journal of Public Economics, 1984, 23, (1-2), 141-167 View citations (146)
    See also Working Paper (1982)

1983

86. Dividend taxes, corporate investment, and `Q'
    Journal of Public Economics, 1983, 22, (2), 135-167 View citations (68)
    See also Working Paper (1981)
87. The effective tax rate and the pretax rate of return
    Journal of Public Economics, 1983, 21, (2), 129-158 View citations (108)
    See also Working Paper (1981)

Books

2021

1. Economic Analysis and Infrastructure Investment
   NBER Books, National Bureau of Economic Research, Inc View citations (4)
   See also Working Paper (2020)

2019

2. Social Insurance Programs (Trans-Atlantic Public Economics Seminar, TAPES)
   NBER Books, National Bureau of Economic Research, Inc

2015

3. Causes and Consequences of Corporate Culture
   NBER Books, National Bureau of Economic Research, Inc View citations (4)

2011

4. Economic Analysis of Tax Expenditures
   NBER Books, National Bureau of Economic Research, Inc View citations (17)

2009

5. Tax Policy and the Economy, Volume 23
   NBER Books, National Bureau of Economic Research, Inc View citations (3)

2008

6. Tax Policy and the Economy, Volume 22
   NBER Books, National Bureau of Economic Research, Inc View citations (1)

2007

7. Tax Policy and the Economy, Volume 21
   NBER Books, National Bureau of Economic Research, Inc View citations (1)

2006

8. Tax Policy and the Economy, Volume 20
   NBER Books, National Bureau of Economic Research, Inc View citations (6)

2005

9. Tax Policy and the Economy, Volume 19
   NBER Books, National Bureau of Economic Research, Inc

2004

10. Tax Incentives and Saving
    NBER Books, National Bureau of Economic Research, Inc
11. Tax Policy and the Economy, Volume 18
    NBER Books, National Bureau of Economic Research, Inc

2003

12. Tax Policy and the Economy, Volume 17
    NBER Books, National Bureau of Economic Research, Inc

2002

13. Tax Policy and the Economy, Volume 16
    NBER Books, National Bureau of Economic Research, Inc View citations (10)

2001

14. Tax Policy and the Economy, Volume 15
    NBER Books, National Bureau of Economic Research, Inc View citations (1)

2000

15. Tax Policy and the Economy, Volume 14
    NBER Books, National Bureau of Economic Research, Inc
16. The Economic Effects of Taxation
    NBER Books, National Bureau of Economic Research, Inc View citations (1)

1999

17. Fiscal Institutions and Fiscal Performance
    NBER Books, National Bureau of Economic Research, Inc View citations (683)
18. Tax Policy and the Economy, Volume 13
    NBER Books, National Bureau of Economic Research, Inc View citations (18)

1998

19. Tax Policy and the Economy, Volume 12
    NBER Books, National Bureau of Economic Research, Inc

1997

20. Tax Policy and the Economy, Volume 11
    NBER Books, National Bureau of Economic Research, Inc View citations (5)

1996

21. Empirical Foundations of Household Taxation
    NBER Books, National Bureau of Economic Research, Inc View citations (178)
22. Tax Policy and the Economy, Volume 10
    NBER Books, National Bureau of Economic Research, Inc View citations (5)

1995

23. Tax Policy and the Economy, Volume 9
    NBER Books, National Bureau of Economic Research, Inc View citations (3)

1994

24. Housing Markets in the United States and Japan
    NBER Books, National Bureau of Economic Research, Inc View citations (58)
25. International Comparisons of Household Saving
    NBER Books, National Bureau of Economic Research, Inc View citations (147)
26. Public Policies and Household Saving
    NBER Books, National Bureau of Economic Research, Inc View citations (20)
27. Tax Policy and the Economy, Volume 8
    NBER Books, National Bureau of Economic Research, Inc View citations (2)

1993

28. State-Federal Tax Interactions
    NBER Books, National Bureau of Economic Research, Inc
29. Tax Policy and the Economy, Volume 7
    NBER Books, National Bureau of Economic Research, Inc View citations (38)

1992

30. Tax Policy and the Economy, Volume 6
    NBER Books, National Bureau of Economic Research, Inc View citations (4)

1991

31. Proceedings of a Conference on the Tax Exempt Bond Market
    NBER Books, National Bureau of Economic Research, Inc View citations (1)

1989

32. Residential Real Estate and Capital Formation
    NBER Books, National Bureau of Economic Research, Inc View citations (1)

Edited books

2007

1. Tax Policy and the Economy, Vol. 21, vol 1
   MIT Press Books, The MIT Press

2006

2. Tax Policy and the Economy, Volume 20, vol 1
   MIT Press Books, The MIT Press View citations (9)

2005

3. Fiscal Reform in Colombia: Problems and Prospects, vol 1
   MIT Press Books, The MIT Press View citations (24)
4. Tax Policy and the Economy, Volume 19, vol 19
   MIT Press Books, The MIT Press View citations (1)

2003

5. Tax Policy and the Economy, Volume 17, vol 1
   MIT Press Books, The MIT Press

2002

6. Tax Policy and the Economy, Volume 16, vol 1
   MIT Press Books, The MIT Press View citations (10)

2001

7. Tax Policy and the Economy, Volume 15, vol 1
   MIT Press Books, The MIT Press View citations (1)

2000

8. Tax Policy and the Economy, Volume 14, vol 1
   MIT Press Books, The MIT Press

1999

9. Tax Policy and the Economy, Volume 13, vol 1
   MIT Press Books, The MIT Press View citations (1)

1998

10. Tax Policy and the Economy, Volume 12, vol 1
    MIT Press Books, The MIT Press View citations (7)

1997

11. Tax Policy and the Economy, Volume 11, vol 1
    MIT Press Books, The MIT Press View citations (5)

1996

12. Tax Policy and the Economy, Volume 10, vol 1
    MIT Press Books, The MIT Press View citations (4)

1995

13. Tax Policy and the Economy, Volume 9, vol 1
    MIT Press Books, The MIT Press View citations (3)

1994

14. Public Policies and Household Saving
    National Bureau of Economic Research Books, University of Chicago Press View citations (43)
15. Tax Policy and the Economy, Volume 8, vol 1
    MIT Press Books, The MIT Press View citations (2)

1993

16. Tax Policy and the Economy, Volume 7, vol 1
    MIT Press Books, The MIT Press View citations (41)

1992

17. Tax Policy and the Economy, Volume 6, vol 1
    MIT Press Books, The MIT Press View citations (3)

1991

18. Global Warming: Economic Policy Responses, vol 1
    MIT Press Books, The MIT Press View citations (80)

Chapters

2022

1. How Regressive Are Mobility-Related User Fees and Gasoline Taxes?
   A chapter in Tax Policy and the Economy, Volume 37, 2022, pp 1-56
   See also Working Paper (2022)

2021

2. Series Introduction
   A chapter in Entrepreneurship and Innovation Policy and the Economy, volume 1, 2021, pp 1-2
   Also in A chapter in Environmental and Energy Policy and the Economy, volume 1, 2019, pp 1-2 (2019) View citations (1)

2020

3. Introduction to "Economic Analysis and Infrastructure Investment"
   A chapter in Economic Analysis and Infrastructure Investment, 2020, pp 1-38 View citations (2)

2017

4. Do Required Minimum Distribution Rules Matter? The Effect of the 2009 Holiday on Retirement Plan Distributions
   A chapter in Personal Income Taxation and Household Behavior (TAPES), 2017 View citations (5)

2015

5. Comment on "Trends in Pension Cash-Out at Job Change and the Effects on Long-Term Outcomes"
   A chapter in Insights in the Economics of Aging, 2015, pp 39-43
6. What Determines End-of-Life Assets? A Retrospective View
   A chapter in Insights in the Economics of Aging, 2015, pp 127-157 View citations (10)
   See also Working Paper (2015)

2014

7. Comment on "Who Uses the Roth 401(k), and How Do They Use It?"
   A chapter in Discoveries in the Economics of Aging, 2014, pp 440-444
8. The Nexus of Social Security Benefits, Health, and Wealth at Death
   A chapter in Discoveries in the Economics of Aging, 2014, pp 159-182
   See also Working Paper (2012)

2012

9. Comment on "'Fiscal Devaluation' and Fiscal Consolidation: The VAT in Troubled Times"
   A chapter in Fiscal Policy after the Financial Crisis, 2012, pp 486-493 View citations (49)

2011

10. Family Status Transitions, Latent Health, and the Post-Retirement Evolution of Assets
    A chapter in Explorations in the Economics of Aging, 2011, pp 23-69 View citations (10)
    See also Working Paper (2010)
11. Were They Prepared for Retirement? Financial Status at Advanced Ages in the HRS and AHEAD Cohorts
    A chapter in Investigations in the Economics of Aging, 2011, pp 21-69 View citations (8)
    See also Working Paper (2012)

2010

12. Demographic Trends, Housing Equity, and the Financial Security of Future Retirees
    A chapter in Demography and the Economy, 2010, pp 227-287 View citations (2)
13. The Rise of 401(k) Plans, Lifetime Earnings, and Wealth at Retirement
    A chapter in Research Findings in the Economics of Aging, 2010, pp 271-304 View citations (2)
    See also Working Paper (2007)

2009

14. Comment on "Demographic Change, Relative Factor Prices, International Capital Flows, and Their Differential Effects on the Welfare of Generations"
    A chapter in Social Security Policy in a Changing Environment, 2009, pp 414-419 View citations (1)
15. Introduction to "Tax Policy and the Economy, Volume 23"
    A chapter in Tax Policy and the Economy, Volume 23, 2009 View citations (1)
16. Lifecycle Asset Allocation Strategies and the Distribution of 401(k) Retirement Wealth
    A chapter in Developments in the Economics of Aging, 2009, pp 15-50 View citations (1)
    See also Working Paper (2006)
17. Reducing Social Security PRA Risk at the Individual Level: Life-Cycle Funds and No-Loss Strategies
    A chapter in Social Security Policy in a Changing Environment, 2009, pp 255-292 View citations (1)
18. The Decline of Defined Benefit Retirement Plans and Asset Flows
    A chapter in Social Security Policy in a Changing Environment, 2009, pp 333-379 View citations (3)
    See also Working Paper (2007)

2008

19. Introduction to "Tax Policy and the Economy, Volume 22"
    A chapter in Tax Policy and the Economy, Volume 22, 2008, pp 1-3
20. Introduction: Economic Analysis of Tax Expenditures
    A chapter in Economic Analysis of Tax Expenditures, 2008
21. New Estimates of the Future Path of 401(k) Assets
    A chapter in Tax Policy and the Economy, Volume 22, 2008, pp 43-80 View citations (1)
    See also Working Paper (2007)
22. Portfolio Substitution and the Revenue Cost of the Federal Income Tax Exemption for State and Local Government Bonds
    A chapter in Economic Analysis of Tax Expenditures, 2008 View citations (2)
23. Revenue Costs and Incentive Effects of the Mortgage Interest Deduction for Owner-Occupied Housing
    A chapter in Economic Analysis of Tax Expenditures, 2008 View citations (2)

2007

24. Defined Contribution Plans, Defined Benefit Plans, and the Accumulation of Retirement Wealth
    A chapter in Public Policy and Retirement, Trans-Atlantic Public Economics Seminar (TAPES), 2007, pp 2062-2086 View citations (52)
    See also Journal Article in Journal of Public Economics (2007)
    Working Paper (2006)
25. Introduction to "Tax Policy and the Economy, Volume 21"
    A chapter in Tax Policy and the Economy, Volume 21, 2007, pp -3

2006

26. Household Ownership of Variable Annuities
    A chapter in Tax Policy and the Economy, Volume 20, 2006, pp 163-191 View citations (16)
    See also Working Paper (2006)
27. Introduction to "Tax Policy and the Economy, Volume 20"
    A chapter in Tax Policy and the Economy, Volume 20, 2006, pp -5 View citations (17)

2005

28. Introduction to "Tax Policy and the Economy, Volume 19"
    A chapter in Tax Policy and the Economy, Volume 19, 2005, pp -5
29. Utility Evaluation of Risk in Retirement Saving Accounts
    A chapter in Analyses in the Economics of Aging, 2005, pp 13-58 View citations (8)
    See also Working Paper (2003)

2004

30. The Transition to Personal Accounts and Increasing Retirement Wealth: Macro- and Microevidence
    A chapter in Perspectives on the Economics of Aging, 2004, pp 17-80 View citations (9)
    See also Working Paper (2001)

2002

31. Introduction, acknowledgment
    A chapter in Tax Policy and the Economy, Volume 16, 2002, pp -5
32. Taxation, risk-taking, and household portfolio behavior
    Chapter 17 in Handbook of Public Economics, 2002, vol. 3, pp 1109-1171 View citations (46)
    See also Working Paper (2001)

2001

33. Household Portfolio Allocation over the Life Cycle
    A chapter in Aging Issues in the United States and Japan, 2001, pp 65-104 View citations (29)
    See also Working Paper (1997)
34. Preretirement Cashouts and Foregone Retirement Saving: Implications for 401(k) Asset Accumulation
    A chapter in Themes in the Economics of Aging, 2001, pp 23-58 View citations (7)
    See also Working Paper (1999)
35. The Changing Importance of Income and Payroll Taxes on US Families
    A chapter in Tax Policy and the Economy, Volume 15, 2001, pp 95-120
36. The Role of Real Annuities and Indexed Bonds in an Individual Accounts Retirement Program
    A chapter in Risk Aspects of Investment-Based Social Security Reform, 2001, pp 321-370 View citations (54)
    See also Working Paper (1999)

2000

37. The Costs of Annuitizing Retirement Payouts from Individual Accounts
    A chapter in Administrative Aspects of Investment-Based Social Security Reform, 2000, pp 173-206 View citations (4)
    See also Working Paper (1999)

1999

38. Introduction to "Fiscal Institutions and Fiscal Performance"
    A chapter in Fiscal Institutions and Fiscal Performance, 1999, pp 1-12 View citations (107)
39. State Fiscal Institutions and the U.S. Municipal Bond Market
    A chapter in Fiscal Institutions and Fiscal Performance, 1999, pp 181-208 View citations (58)
    See also Working Paper (1997)

1998

40. Implications of Rising Personal Retirement Saving
    A chapter in Frontiers in the Economics of Aging, 1998, pp 125-172 View citations (16)
    See also Working Paper (1999)
41. Individual Financial Decisions in Retirement Saving Plans and the Provision of Resources for Retirement
    A chapter in Privatizing Social Security, 1998, pp 363-401 View citations (17)
    See also Working Paper (1996)
42. Lump-Sum Distributions from Retirement Saving Plans: Receipt and Utilization
    A chapter in Inquiries in the Economics of Aging, 1998, pp 85-108 View citations (14)
    See also Working Paper (1995)
43. Personal Retirement Saving Programs and Asset Accumulation: Reconciling the Evidence
    A chapter in Frontiers in the Economics of Aging, 1998, pp 23-124 View citations (11)
    See also Working Paper (1996)

1997

44. Distributional Effects of Adopting a National Retail Sales Tax
    A chapter in Tax Policy and the Economy, Volume 11, 1997, pp 49-90 View citations (34)
    See also Working Paper (1997)

1996

45. Do 401(k) Plans Replace Other Employer-Provided Pensions?
    A chapter in Advances in the Economics of Aging, 1996, pp 219-240 View citations (6)
    See also Working Paper (1993)
46. Government Intervention in the Markets for Education and Health Care: How and Why?
    A chapter in Individual and Social Responsibility: Child Care, Education, Medical Care, and Long-Term Care in America, 1996, pp 277-308 View citations (49)
    See also Working Paper (1994)
47. Introduction to "Empirical Foundations of Household Taxation"
    A chapter in Empirical Foundations of Household Taxation, 1996, pp 1-4 View citations (4)
48. Tax Subsidies to Employer-Provided Health Insurance
    A chapter in Empirical Foundations of Household Taxation, 1996, pp 135-168 View citations (14)
    See also Working Paper (1995)
49. The Effects of Special Saving Programs on Saving and Wealth
    A chapter in The Economic Effects of Aging in the United States and Japan, 1996, pp 217-240 View citations (1)
    See also Working Paper (1995)

1994

50. 401(k) Plans and Tax-Deferred Saving
    A chapter in Studies in the Economics of Aging, 1994, pp 105-142 View citations (12)
    See also Working Paper (1992)
51. Budget Policy
    A chapter in American Economic Policy in the 1980s, 1994, pp 235-292
52. Govemment Saving Incentives in the United States
    A chapter in Public Policies and Household Saving, 1994, pp 1-18
53. Introduction to "Housing Markets in the United States and Japan"
    A chapter in Housing Markets in the United States and Japan, 1994, pp 1-10 View citations (5)
54. Introduction to "International Comparisons of Household Saving"
    A chapter in International Comparisons of Household Saving, 1994, pp 1-10 View citations (40)
55. Public Policy and Housing in the United States
    A chapter in Housing Markets in the United States and Japan, 1994, pp 239-256 View citations (10)

1993

56. Income Inequality and the Incomes of Very High-Income Taxpayers: Evidence from Tax Returns
    A chapter in Tax Policy and the Economy, Volume 7, 1993, pp 145-177 View citations (175)
    See also Working Paper (1992)

1992

57. Taxation and Housing Markets
    A chapter in Canada-U.S. Tax Comparisons, 1992, pp 275-294 View citations (10)
58. Why Didn't the Tax Reform Act of 1986 Raise Corporate Taxes?
    A chapter in Tax Policy and the Economy, Volume 6, 1992, pp 43-58 View citations (5)
    See also Working Paper (1991)

1991

59. Dividends, Capital Gains, and the Corporate Veil: Evidence from Britain, Canada, and the United States
    A chapter in National Saving and Economic Performance, 1991, pp 49-74 View citations (16)
    See also Working Paper (1989)
60. Is the Gasoline Tax Regressive?
    A chapter in Tax Policy and the Economy, Volume 5, 1991, pp 145-164 View citations (203)
    See also Working Paper (1991)

1989

61. Venture Capital and Capital Gains Taxation
    A chapter in Tax Policy and the Economy, Volume 3, 1989, pp 47-68 View citations (87)
    See also Working Paper (1989)

1987

62. Tax Loss Carryforwards and Corporate Tax Incentives
    A chapter in The Effects of Taxation on Capital Accumulation, 1987, pp 305-342 View citations (55)
    Also in A chapter in Taxes and Capital Formation, 1987, pp 89-92 (1987) View citations (51)
    See also Working Paper (1986)
63. Why Have Corporate Tax Revenues Declined?
    A chapter in Tax Policy and the Economy, Volume 1, 1987, pp 1-28 View citations (38)
    See also Working Paper (1987)

1986

64. Explaining the Yield Spread between Taxable and Tax-exempt Bonds: The Role of Expected Tax Policy
    A chapter in Studies in State and Local Public Finance, 1986, pp 5-52 View citations (23)

Editor

1. Journal of Public Economics
   Elsevier