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The Impact of the 1986 Tax Reform Act on Personal Saving

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Jonathan Skinner
Daniel Feenberg

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Abstract

Many critics believed that the Tax Reform Act of 1986 (TRA86) would discourage saving. Yet personal saving rates have rebounded since 1987. This rebound might have been caused by a general decline in marginal tax rates on household saving. And we estimate, at least for the 1980s, a positive elasticity of saving with respect to the after-tax rate of return. But the tax changes alone cannot account for the recent upswing in saving rates. Furthermore, the positive saving elasticity during the 1980s is fleeting and fragile; during the entire postwar period the correlation between the after-tax rate of return and personal saving is at most zero. We also consider three alternative ways by which the Tax Reform Act could have affected personal saving. First, the cutbacks in IRA eligibility were viewed by some as discouraging saving. But conventionally measured personal saving increased after IRA enrollment plummeted in 1987. We show that this anomalous finding may be an artifact of how personal saving is measured, since a different measure - - the real change in household wealth - . grew strongly during the mid-l98Os, before leveling off after 1987. Second, the phasing out of personal credit interest deductions in TRA86 could have discouraged borrowing and thereby stimulated national saving. We find that wealthier taxpayers simply shuffled their personal credit loans into tax-deductible housing mortgages with little net effect on aggregate saving. Finally, saving could have been reduced in 1986 if taxpayers, rushing to realize capital gains before TRA86, spent their proceeds on bit-ticket consumption goods. We also find little evidence in favor of this view, although we do find much of the capital gains ended up in interest-bearing accounts. In sum, TRAB6 had more impact on the composition than on the overall level of saving.

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Paper provided by National Bureau of Economic Research, Inc in its series NBER Working Papers with number 3257.

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Date of creation: Feb 1990
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Publication status: published as Joel Slemrod, editor. Do Taxes Matter?: The Effect of the 1986 Tax Reform Act on the U.S. Economy. Cambridge: The MIT Press, 1991.
Handle: RePEc:nbr:nberwo:3257

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  1. Gale, W.G. & scholz, J.K., 1992. "IRAS and Household Saving," Papers 9244, Tilburg - Center for Economic Research.
  2. Hall, Robert E, 1988. "Intertemporal Substitution in Consumption," Journal of Political Economy, University of Chicago Press, vol. 96(2), pages 339-57, April. [Downloadable!] (restricted)
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  3. Daniel Feenberg & Jonathan Skinner, 1989. "Sources of IRA Saving," NBER Working Papers 2845, National Bureau of Economic Research, Inc. [Downloadable!] (restricted)
  4. Makin, John H & Couch, Kenneth A, 1989. "Saving, Pension Contributions, and the Real Interest Rate," The Review of Economics and Statistics, MIT Press, vol. 71(3), pages 401-07, August. [Downloadable!] (restricted)
  5. Michael J. Boskin, 1988. "Issues in the Measurement and Interpretation of Saving and Wealth," NBER Working Papers 2633, National Bureau of Economic Research, Inc. [Downloadable!] (restricted)
  6. B. Douglas Bernheim & John B. Shoven, 1985. "Pension Funding and Saving," NBER Working Papers 1622, National Bureau of Economic Research, Inc. [Downloadable!] (restricted)
  7. Hall, Robert E, 1978. "Stochastic Implications of the Life Cycle-Permanent Income Hypothesis: Theory and Evidence," Journal of Political Economy, University of Chicago Press, vol. 86(6), pages 971-87, December. [Downloadable!] (restricted)
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  8. Friend, Irwin & Hasbrouck, Joel, 1983. "Saving and After-Tax Rates of Return," The Review of Economics and Statistics, MIT Press, vol. 65(4), pages 537-43, November. [Downloadable!] (restricted)
  9. Venti, Steven F & Wise, David A, 1986. "Tax-Deferred Accounts, Constrained Choice and Estimation of Individual Saving," Review of Economic Studies, Blackwell Publishing, vol. 53(4), pages 579-601, August. [Downloadable!] (restricted)
  10. Summers, Lawrence H, 1981. "Capital Taxation and Accumulation in a Life Cycle Growth Model," American Economic Review, American Economic Association, vol. 71(4), pages 533-44, September. [Downloadable!] (restricted)
  11. Joyce M. Manchester & James M. Poterba, 1989. "Second Mortgages and Household Saving," NBER Working Papers 2853, National Bureau of Economic Research, Inc. [Downloadable!] (restricted)
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  12. Chris Carroll & Lawrence H. Summers, 1990. "Why Have Private Saving Rates in the United States and Canada Diverged?," NBER Working Papers 2319, National Bureau of Economic Research, Inc. [Downloadable!] (restricted)
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  13. Steven F. Venti & David A. Wise, 1987. "Have IRAs Increased U.S. Saving?: Evidence from Consumer Expenditure Surveys," NBER Working Papers 2217, National Bureau of Economic Research, Inc. [Downloadable!] (restricted)
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  14. Hayashi, Fumio & Sims, Christopher A, 1983. "Nearly Efficient Estimation of Time Series Models with Predetermined, but Not Exogenous, Instruments," Econometrica, Econometric Society, vol. 51(3), pages 783-98, May. [Downloadable!] (restricted)
  15. Alan J. Auerbach & Kevin Hassett, 1991. "Corporate Savings and Shareholder Consumption," NBER Working Papers 2994, National Bureau of Economic Research, Inc. [Downloadable!] (restricted)
  16. Hamilton, James D, 1985. "Uncovering Financial Market Expectations of Inflation," Journal of Political Economy, University of Chicago Press, vol. 93(6), pages 1224-41, December. [Downloadable!] (restricted)
  17. James M. Poterba, 1989. "Venture Capital and Capital Gains Taxation," NBER Working Papers 2832, National Bureau of Economic Research, Inc. [Downloadable!] (restricted)
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  18. Lawrence H. Summers, 1982. "Tax Policy, the Rate of Return, and Savings," NBER Working Papers 0995, National Bureau of Economic Research, Inc. [Downloadable!] (restricted)
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