A reexamination of tax-deductible IRAs, Roth IRAs, and 401(k) investments
Author
Abstract
Suggested Citation
Download full text from publisher
As the access to this document is restricted, you may want to search for a different version of it.
References listed on IDEAS
- Burman, Leonard E. & Gale, William G. & Weiner, David, 2001. "The Taxation of Retirement Saving: Choosing Between Front-Loaded and Back-Loaded Options," National Tax Journal, National Tax Association, vol. 54(n. 3), pages 689-702, September.
- Burman, Leonard E. & Gale, William G. & Weiner, David, 2001. "The Taxation of Retirement Saving: Choosing Between Front-Loaded and Back-Loaded Options," National Tax Journal, National Tax Association;National Tax Journal, vol. 54(3), pages 689-702, September.
- B. Douglas Bernheim & Jonathan Skinner & Steven Weinberg, 2001.
"What Accounts for the Variation in Retirement Wealth among U.S. Households?,"
American Economic Review, American Economic Association, vol. 91(4), pages 832-857, September.
- B. Douglas Bernheim & Jonathan Skinner & Steven Weinberg, 1997. "What Accounts for the Variation in Retirement Wealth Among U.S. Households?," Working Papers 97035, Stanford University, Department of Economics.
- B. Douglas Bernheim & Jonathan Skinner & Steven Weinberg, 1997. "What Accounts for the Variation in Retirement Wealth Among U.S. Households?," NBER Working Papers 6227, National Bureau of Economic Research, Inc.
- Krishnan, V. Sivarama & Lawrence, Shari, 2001. "Analysis of investment choices for retirement: a new approach and perspective," Financial Services Review, Elsevier, vol. 10(1-4), pages 75-86.
- Horan, Stephen M. & Peterson, Jeffrey H. & McLeod, Robert, 1997. "An analysis of nondeductible IRA contributions and Roth IRA conversions," Financial Services Review, Elsevier, vol. 6(4), pages 243-256.
Most related items
These are the items that most often cite the same works as this one and are cited by the same works as this one.- Saul W. Adelman & Mark L. Cross, 2010. "Comparing a Traditional IRA and a Roth IRA: Theory Versus Practice," Risk Management and Insurance Review, American Risk and Insurance Association, vol. 13(2), pages 265-277, September.
- Rydqvist, Kristian & Schwartz, Steven T. & Spizman, Joshua D., 2014. "The tax benefit of income smoothing," Journal of Banking & Finance, Elsevier, vol. 38(C), pages 78-88.
- M. Martin Boyer & Philippe d’Astous & Pierre-Carl Michaud, 2019.
"Tax-Sheltered Retirement Accounts: Can Financial Education Improve Decisions?,"
Cahiers de recherche
1902, Chaire de recherche Industrielle Alliance sur les enjeux économiques des changements démographiques.
- M. Martin Boyer & Philippe d’Astous & Pierre-Carl Michaud, 2019. "Tax-Sheltered Retirement Accounts: Can Financial Education Improve Decisions?," CIRANO Working Papers 2019s-10, CIRANO.
- M. Martin Boyer & Philippe d'Astous & Pierre-Carl Michaud, 2019. "Tax-Sheltered Retirement Accounts: Can Financial Education Improve Decisions?," NBER Working Papers 26128, National Bureau of Economic Research, Inc.
- Gaobo Pang, "undated".
"Tax-Deferred Savings and Early Retirement,"
Research Reports
3, Watson Wyatt Worldwide.
- Gaobo Pang & University of Maryland, 2006. "Tax-Deferred Savings and Early Retirement," Computing in Economics and Finance 2006 31, Society for Computational Economics.
- Mattia Landoni & Stephen P. Zeldes, 2020. "Should the Government be Paying Investment Fees on $3 Trillion of Tax-Deferred Retirement Assets?," NBER Working Papers 26700, National Bureau of Economic Research, Inc.
- Schwartz, Steven T. & Spires, Eric E. & Young, Richard A., 2015. "A teaching note on the tax benefits of retirement savings," Journal of Accounting Education, Elsevier, vol. 33(2), pages 164-181.
- James Poterba, 2004. "Valuing Assets in Retirement Saving Accounts," NBER Working Papers 10395, National Bureau of Economic Research, Inc.
- Frank Caliendo & W. Cris Lewis, 2004. "The Effect of the Current Ira Program on Federal Debt," Public Finance Review, , vol. 32(3), pages 331-351, May.
- Joshua Woodruff & William B. Haskell & Alejandro Toriello, 2016. "Optimized Financial Systems Helps Customers Meet Their Personal Finance Goals with Optimization," Interfaces, INFORMS, vol. 46(4), pages 345-359, August.
- Mariana Carrera & Heather Royer & Mark Stehr & Justin Sydnor, 2020.
"The Structure of Health Incentives: Evidence from a Field Experiment,"
Management Science, INFORMS, vol. 66(5), pages 1890-1908, May.
- Mariana Carrera & Heather Royer & Mark F. Stehr & Justin R. Sydnor, 2017. "The Structure of Health Incentives: Evidence from a Field Experiment," NBER Working Papers 23188, National Bureau of Economic Research, Inc.
- Richard L. Johnson, 2003. "Portfolio choice in tax-deferred and Roth-type savings accounts," Research Working Paper RWP 03-08, Federal Reserve Bank of Kansas City.
- Brown, David C. & Cederburg, Scott & O’Doherty, Michael S., 2017. "Tax uncertainty and retirement savings diversification," Journal of Financial Economics, Elsevier, vol. 126(3), pages 689-712.
- Allais, Olivier & Leroy, Pascal & Mink, Julia, 2020. "Changes in food purchases at retirement in France," Food Policy, Elsevier, vol. 90(C).
- Dong, Yingying, 2010.
"Jumpy or Kinky? Regression Discontinuity without the Discontinuity,"
MPRA Paper
25461, University Library of Munich, Germany.
- Yingying Dong, 2011. "Jumpy or Kinky? Regression Discontinuity without the Discontinuity," Working Papers 111207, University of California-Irvine, Department of Economics.
- Schultz, T. Paul, 2009.
"The Gender and Generational Consequences of the Demographic Transition and Population Policy: An Assessment of the Micro and Macro Linkages,"
Working Papers
71, Yale University, Department of Economics.
- T. Paul Schultz, 2009. "The Gender and Generational Consquences of the Demographic Transition and Population Policy: An Assessment of the Micro and Macro Linkages," Working Papers 979, Economic Growth Center, Yale University.
- Schultz, T. Paul, 2009. "The Gender and Generational Consequences of the Demographic Transition and Population Policy: An Assessment of the Micro and Macro Linkages," Center Discussion Papers 54534, Yale University, Economic Growth Center.
- Elder, Harold W. & Rudolph, Patricia M., 2000. "Beliefs and actions: expectations and savings decisions by older Americans," Financial Services Review, Elsevier, vol. 9(1), pages 33-45, 00.
- Klos, Alexander & Rottke, Simon, 2013.
"Saving and Consumption When Children Move Out,"
VfS Annual Conference 2013 (Duesseldorf): Competition Policy and Regulation in a Global Economic Order
79786, Verein für Socialpolitik / German Economic Association.
- Simon Rottke & Alexander Klos, 2013. "Savings and Consumption When Children Move Out," SOEPpapers on Multidisciplinary Panel Data Research 621, DIW Berlin, The German Socio-Economic Panel (SOEP).
- Andreas Fagereng & Luigi Guiso & Davide Malacrino & Luigi Pistaferri, 2020.
"Heterogeneity and Persistence in Returns to Wealth,"
Econometrica, Econometric Society, vol. 88(1), pages 115-170, January.
- Guiso, Luigi & Pistaferri, Luigi & Fagereng, Andreas & Malacrino, Davide, 2016. "Heterogeneity and Persistence in Returns to Wealth," CEPR Discussion Papers 11635, C.E.P.R. Discussion Papers.
- Andreas Fagereng & Luigi Guiso & Luigi Pistaferri & Davide Malacrino, 2019. "Heterogeneity and persistence in returns to wealth," Discussion Papers 912, Statistics Norway, Research Department.
- Andreas Fagereng & Luigi Guiso & Davide Malacrino & Luigi Pistaferri, 2016. "Heterogeneity and Persistence in Returns to Wealth," NBER Working Papers 22822, National Bureau of Economic Research, Inc.
- Andreas Fagereng & Luigi Guiso & Davide Malacrino & Luigi Pistaferri, 2016. "Heterogeneity and Persistence in Returns to Wealth," EIEF Working Papers Series 1615, Einaudi Institute for Economics and Finance (EIEF), revised Nov 2016.
- Andreas Fagereng & Luigi Guiso & Mr. Davide Malacrino & Luigi Pistaferri, 2018. "Heterogeneity and Persistence in Returns to Wealth," IMF Working Papers 2018/171, International Monetary Fund.
- Andreas Fagereng & Luigi Guiso & Davide Malacrino & Luigi Pistaferri, 2018. "Heterogeneity and Persistence in Returns to Wealth," CESifo Working Paper Series 7107, CESifo.
- Marini, Andrea, 2024. "Updating the retirement-consumption puzzle in Italy: who are the most affected?," Working Paper Series 2936, European Central Bank.
- Louis Kaplow, 2009. "Utility from Accumulation," NBER Working Papers 15595, National Bureau of Economic Research, Inc.
Corrections
All material on this site has been provided by the respective publishers and authors. You can help correct errors and omissions. When requesting a correction, please mention this item's handle: RePEc:eee:finser:v:10:y:2001:i:1-4:p:87-100. See general information about how to correct material in RePEc.
If you have authored this item and are not yet registered with RePEc, we encourage you to do it here. This allows to link your profile to this item. It also allows you to accept potential citations to this item that we are uncertain about.
If CitEc recognized a bibliographic reference but did not link an item in RePEc to it, you can help with this form .
If you know of missing items citing this one, you can help us creating those links by adding the relevant references in the same way as above, for each refering item. If you are a registered author of this item, you may also want to check the "citations" tab in your RePEc Author Service profile, as there may be some citations waiting for confirmation.
For technical questions regarding this item, or to correct its authors, title, abstract, bibliographic or download information, contact: Catherine Liu (email available below). General contact details of provider: http://www.rmi.gsu.edu/FSR/FSRhome.htm .
Please note that corrections may take a couple of weeks to filter through the various RePEc services.