Papers

Portfolio Substitution and the Revenue Cost of Exempting State and Local Government Interest Payments from Federal Income Tax
James Poterba and Arturo Ramirez Verdugo
October 2008

Income Tax Provisions Affecting Owner-Occupied Housing: Revenue Costs and Incentive Effects
James Poterba and Todd Sinai
August 2008

Slides from 2008 Plenary Lecture to Society of Economic Dynamics on "Retirement Saving, Annuity Markets, and Lifecycle Saving."
July 2008

Temporary Differences, Deferred Tax Positions, and Corporate Incentives
James Poterba, Nirupama Rao, and Jeri Seidman
January 2009

Taxes and Mutual Fund Inflows around Distribution Dates
Woodrow Johnson and James Poterba
March 2008

Testing for Asymmetric Information Using Unused Observables in Insurance Markets: Evidence from the U.K. Annuity Market
James Poterba and Amy Finkelstein
January 2008

New Estimates of the Future Path of 401(k) Assets
James Poterba, Steven Venti and David Wise
October 2007

Defined Contribution Plans, Defined Benefit Plans, and the Accumulation of Retirement Wealth
James Poterba, Joshua Rauh, Steven Venti and David Wise
August 2007

The Decline of Defined Benefit Retirement Plans and Asset Flows
James Poterba, Steven Venti and David Wise
December 2006

Data Appendix for "Taxation and Corporate Payout Policy"
James Poterba
May 2004, American Economic Review, May 2004.