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Means-Tested versus Universal Transfers: Alternative Models and Value Judgements

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Author Info
Creedy, John

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Abstract

This paper illustrates the use of different criteria used to evaluate alternative tax and transfer systems. Means-tested and universal transfer systems are compared, using numerical examples involving a small number of individuals, in order to highlight the precise effects on incomes. The implications of fixed incomes and of endogenous incomes, using CES utility functions, are examined. Comparisons between tax systems involve fundamental value judgements concerning inequality and poverty, and no tax structure can be regarded as unambiguously superior to another. Judgements depend on the degree of inequality aversion and attitudes poverty. However, in cases where means-testing is preferred, the desired tax or taper rate applying to benefits is substantially less than 100 percent. Copyright 1998 by Blackwell Publishers Ltd and The Victoria University of Manchester

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Publisher Info
Article provided by Blackwell Publishing in its journal The Manchester School of Economic & Social Studies.

Volume (Year): 66 (1998)
Issue (Month): 1 (January)
Pages: 100-117
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Handle: RePEc:bla:manch2:v:66:y:1998:i:1:p:100-117

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  1. John Creedy, 2007. "Choosing The Tax Rate in a Linear Income Tax Structure: An Introduction," Department of Economics - Working Papers Series 1006, The University of Melbourne. [Downloadable!]
  2. Rosanna Scutella, 2004. "Moves to a Basic Income-Flat Tax System in Australia: Implications for the Distribution of Income and Supply of Labour," Melbourne Institute Working Paper Series wp2004n05, Melbourne Institute of Applied Economic and Social Research, The University of Melbourne. [Downloadable!]
  3. Tom Kornstad and Thor O. Thoresen, 1999. "Means-testing the Child Benefit," Discussion Papers 262, Research Department of Statistics Norway. [Downloadable!]
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This page was last updated on 2009-12-9.


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