Asset Allocation and Asset Location: Household Evidence from the Survey of Consumer Finances
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- Bergstresser, Daniel & Poterba, James, 2004. "Asset allocation and asset location: household evidence from the survey of consumer finances," Journal of Public Economics, Elsevier, vol. 88(9-10), pages 1893-1915, August.
References listed on IDEAS
- James M. Poterba & John B. Shoven & Clemens Sialm, 2000. "Asset Location for Retirement Savers," NBER Working Papers 7991, National Bureau of Economic Research, Inc.
- Shoven, John B. & Sialm, Clemens, 2004.
"Asset location in tax-deferred and conventional savings accounts,"
Journal of Public Economics,
Elsevier, vol. 88(1-2), pages 23-38, January.
- 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.
- Crain, Terry L. & Austin, Jeffrey R., 1997. "An analysis of the tradeoff between tax deferred earnings in iras and preferential capital gains," Financial Services Review, Elsevier, vol. 6(4), pages 227-242.
- James M. Poterba & Steven F. Venti, 2004.
"The Transition to Personal Accounts and Increasing Retirement Wealth: Macro- and Microevidence,"
NBER Chapters, in: Perspectives on the Economics of Aging, pages 17-80,
National Bureau of Economic Research, Inc.
- James M. Poterba & Steven F. Venti & David A. Wise, 2001. "The Transition to Personal Accounts and Increasing Retirement Wealth: Macro and Micro Evidence," NBER Working Papers 8610, National Bureau of Economic Research, Inc.
- James Poterba, 2004. "Valuing Assets in Retirement Saving Accounts," NBER Working Papers 10395, National Bureau of Economic Research, Inc.
- Maki, Dean M., 1996. "Portfolio Shuffling and Tax Reform," National Tax Journal, National Tax Association, vol. 49(3), pages 317-29, September.
- Ana M. Aizcorbe & Arthur B. Kennickell & Kevin B. Moore, 2003. "Recent changes in U.S. family finances: evidence from the 1998 and 2001 Survey of Consumer Finances," Federal Reserve Bulletin, Board of Governors of the Federal Reserve System (U.S.), issue Jan, pages 1-32.
- Bergstresser, Daniel & Poterba, James, 2002. "Do after-tax returns affect mutual fund inflows?," Journal of Financial Economics, Elsevier, vol. 63(3), pages 381-414, March.
- John B. Shoven, 1999. "The Location and Allocation of Assets in Pension and Conventional Savings Accounts," NBER Working Papers 7007, National Bureau of Economic Research, Inc.
More about this item
- H2 - Public Economics - - Taxation, Subsidies, and Revenue
- G2 - Financial Economics - - Financial Institutions and Services
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