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How Do Contribution Limits Affect Contributions to Tax-Preferred Savings Accounts?

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Author Info
Kevin Milligan

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Abstract

Contributions to tax-preferred savings accounts are typically constrained by a contribution limit. These limits influence contributions not just in periods in which they bind, but in other periods as well. I develop a simple life-cycle model in which consumers exhibit "use-it-or-lose-it" contribution behaviour. This connects current contributions to future contribution limits, which leads to the result that an increase in contribution limits can decrease contributions. Empirical evidence provides support for the model--larger future contribution room is associated with smaller contributions.

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File URL: http://socserv2.socsci.mcmaster.ca/~sedap/p/sedap27.PDF
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Paper provided by McMaster University in its series Social and Economic Dimensions of an Aging Population Research Papers with number 27.

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Length: 40 pages
Date of creation: Aug 2000
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Handle: RePEc:mcm:sedapp:27

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Related research
Keywords: income tax; saving;

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Find related papers by JEL classification:
H24 - Public Economics - - Taxation, Subsidies, and Revenue - - - Personal Income and Other Nonbusiness Taxes and Subsidies

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References listed on IDEAS
Please report citation or reference errors to , or , if you are the registered author of the cited work, log in to your RePEc Author Service profile, click on "citations" and make appropriate adjustments.:
  1. Androkovich, Robert A. & Daly, Michael J. & Naqib, Fadle M., 1992. "The impact of a hybrid personal tax system on capital accumulation and economic welfare," European Economic Review, Elsevier, vol. 36(4), pages 801-813, May. [Downloadable!] (restricted)
  2. John B. Shoven & Clemens Sialm, 1999. "Asset Location in Tax-Deferred and Conventional Savings Accounts," NBER Working Papers 7192, National Bureau of Economic Research, Inc. [Downloadable!] (restricted)
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  3. B. Douglas Bernheim, 1999. "Taxation and Saving," Working Papers 99007, Stanford University, Department of Economics. [Downloadable!]
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  4. Michael R. Veall, 1999. "Did Tax Flattening Affect RRSP Contributions?," Quantitative Studies in Economics and Population Research Reports 342, McMaster University. [Downloadable!]
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  5. Michael J. Daly, 1981. "The Role of Registered Retirement Savings Plans in a Life-Cycle Model," Canadian Journal of Economics, Canadian Economics Association, vol. 14(3), pages 409-21, August. [Downloadable!] (restricted)
  6. Gravelle, Jane G, 1991. "Do Individual Retirement Accounts Increase Savings?," Journal of Economic Perspectives, American Economic Association, vol. 5(2), pages 133-48, Spring. [Downloadable!] (restricted)
  7. Christopher Ragan, 1994. "Progressive Income Taxes and the Substitution Effect of RRSPs," Canadian Journal of Economics, Canadian Economics Association, vol. 27(1), pages 43-57, February. [Downloadable!] (restricted)
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Cited by:
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  1. Richard Disney & Carl Emmerson & Matthew Wakefield, 2008. "Pension Provision and Retirement Saving: Lessons from the United Kingdom," Canadian Public Policy, University of Toronto Press, vol. 34(s1), pages 155-176, November. [Downloadable!] (restricted)
    Other versions:
  2. Gary V. Engelhardt & Brigitte C. Madrian, 2004. "Employee Stock Purchase Plans," NBER Working Papers 10421, National Bureau of Economic Research, Inc. [Downloadable!] (restricted)
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