James M. Poterba

2002 CFA level I study guide

401(k) plans and tax-deferred saving

Asset location for retirement savers

Borderline Case

Budget institutions and fiscal policy in the U.S. states

Capital budgets, borrowing rules, and state capital spending

Capital gains tax rules, tax loss trading, and turn-of-the-year returns

Defined contribution plans, defined benefit plans, and the accumulation of retirement wealth

Demographic structure and the political economy of public education

Dividends, capital gains & the corporate veil

Dividends, capital gains, and the corporate veil

Do 401(k) contributions crowd out other personal saving?

Do 401(K) contributions crowd out other personal savings?

Do budget rules work?

Economic Analysis and Infrastructure Investment

Empirical foundations of household taxation

Estate and gift taxes and incentives for inter vivos giving in the United States

Exchange traded funds

Fiscal institutions and fiscal performance

Fiscal institutions and public sector labor markets

Fiscal reform in Colombia

Fiscal Reform in Columbia - Problems and Prospects

Fiscal rules and state borrowing costs

Global Warming

Government intervention in the markets for education and health care

Household portfolio allocation over the life cycle

Housing markets in the United States and Japan

Implications of rising personal retirement saving

Individual financial decisions in retirement saving plans and the provision of resources for retirement

Inflation, income taxes, and owner-occupied housing

Inter-asset differences in effective estate tax burdens

International comparisons of household saving

Is the gasoline tax regressive?

Lifecycle asset allocation strategies and the distribution of 401(k) retirement wealth

Lifetime incidence and the distributional burden of excise taxes

Lump-sum distributions from retirement saving plans

Money in the utility function

New estimates of the future path of 401(k) assets

Personal retirement saving programs and asset accumulation

Policy Responses to Tax Competition

Population age structure and asset returns

Pre-retirement cashouts and foregone retirement saving

Public policies and household saving

Stock-market yields and the pricing of municipal bonds

Tax Policy and the Economy

Tax reform and residential investment incentives

Taxation and corporate payout policy

The asset cost of poor health

The changing landscape of pensions in the united states

The costs of annuitizing retirement payouts from individual accounts

The decline of defined benefit retirement plans and asset flows

The distribution of public sector wage premia

The distributional burden of taxing estates and unrealized capital gains at the time of death

The drawdown of personal retirement assets

The effects of special saving programs on saving and wealth

The estate tax and after-tax investment returns

The history of annuities in the United States

The impact of population aging on financial markets

The role of annuity markets in financing retirement

Utility evaluation of risk in retirement saving accounts