Papers

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

James Poterba
July 10, 2008

Temporary Differences, Deferred Tax Positions, and Corporate Incentives

James Poterba, Nirupama Rao, and Jeri Seidman
May 2008

 

Tax Expenditures for Owner-Occupied Housing: Deductions for Property Taxes and Mortgage Interest and the Exclusion of Imputed Rental Income
James Poterba and Todd Sinai
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

Taxes and Mutual Fund Inflows around Distribution Dates
Woodrow Johnson (Univ of Oregon) and James Poterba (MIT and NBER)
March 2008

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

Redistribution by Insurance Market Regulation: Analyzing a Ban on Gender-Based Retirement Annuities
James Poterba, Amy Finkelstein and Casey Rothschild
October 2007

Defined Contribution Plans, Defined Benefit Plans, and the Accumulation of Retirement Wealth
James Poterba, Joshua Rauh, Steven Venti and David Wise
August 15, 2007

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

Lifecycle Asset Allocation Strategies and the Distribution of 401(k) Retirement Wealth
December 2005

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