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List of works by James M. Poterba

401(k) Plans and Tax-Deferred Saving

A Tax-Based Test for Nominal Rigidities

Adjusting the Gross Changes Data: Implications for Labor Market Dynamics

scientific article published in August 1984

Adverse Selection in Insurance Markets: Policyholder Evidence from the U.K. Annuity Market

article

Adverse Selection in Insurance Markets: Policyholder Evidence from the U.K. Annuity Market

scientific article published in December 2000

Amy Finkelstein: 2012 John Bates Clark Medalist

Asset Allocation and Asset Location: Household Evidence from the Survey of Consumer Finances

scientific article published in October 2002

Asset Location for Retirement Savers

Budget Institutions and Fiscal Policy in the U.S. States

scientific article published in February 1996

Capital Budgets, Borrowing Rules, and State Capital Spending

scientific article published in December 1992

Capital Gains Tax Rules, Tax Loss Trading and Turn-of-the-Year Returns

scientific article published in June 1998

Choosing Between an Estate Tax and a Basis Carryover Regime: Evidence from 2010

scientific article published in October 2016

Congressional Distributive Politics and State Economic Performance

Copycat Funds: Information Disclosure Regulation and the Returns to Active Management in the Mutual Fund Industry

scientific article published in December 2001

DEFINED CONTRIBUTION PLANS, DEFINED BENEFIT PLANS, AND THE ACCUMULATION OF RETIREMENT WEALTH.

scientific article

Deferred Tax Positions and Incentives for Corporate Behavior Around Corporate Tax Changes

scientific article published in February 2007

Defined Contribution Plans, Defined Benefit Plans, and the Accumulation of Retirement Wealth

scientific article published in October 2006

Demographic Structure and the Political Economy of Public Education

scientific article published in July 1996

Did 401(k) Plans Replace Other Employer Provided Pensions?

Distributional Effects of Adopting a National Retail Sales Tax

Dividend Taxes, Corporate Investment, and "Q"

scientific article published in December 1981

Dividends, Capital Gains, and the Corporate Veil: Evidence from Britain, Canada, and the United States

scientific article published in May 1989

Do 401(k) Contributions Crowd Out Other Persoanl Saving?

Do After-Tax Returns Affect Mutual Fund Inflows?

scientific article published in March 2000

Do Budget Rules Work?

scientific article published in April 1996

Do Required Minimum Distributions Matter? The Effect of the 2009 Holiday On Retirement Plan Distributions

scientific article published in September 2014

Economic Analysis and Infrastructure Investment

scientific article published in December 2020

Employee Decisions with Respect to 401(k) Plans: Evidence From Individual-Level Data

scientific article published in February 1994

Estate and Gift Taxes and Incentives for Inter Vivos Giving in the United States

scientific article published in December 1998

Exchange Traded Funds: A New Investment Option for Taxable Investors

Expected Future Tax Policy and Tax-Exempt Bond Yields

scientific article published in September 1984

Family Status Transitions, Latent Health, and the Post-Retirement Evolution of Assets

scientific article published in February 2010

Finite Lifetimes and the Crowding Out Effects of Budget Deficits

scientific article published in June 1986

Finite lifetimes and the effects of budget deficits on national saving

article

Fiscal Institutions and Public Sector Labor Markets

scientific article published in July 1998

Government Intervention in the Markets for Education and Health Care: How and Why?

scientific article published in November 1994

Health, Education, and the Post-Retirement Evolution of Household Assets

scientific article

Health, Education, and the Post-Retirement Evolution of Household Assets

scientific article published in January 2013

Household Behavior and the Tax Reform Act of 1986

scientific article published in January 1987

Household Ownership of Variable Annuities

scientific article published in January 2006

Household Portfolio Allocation Over the Life Cycle

scientific article published in September 1997

How Burdensome are Capital Gains Taxes?

scientific article published in March 1986

Implications of Rising Personal Retirement Saving

scientific article published in March 1999

Income Inequality and the Incomes of Very High Income Taxpayers: Evidence from Tax Returns

scientific article published in December 1992

Income Tax Provisions Affecting Owner-Occupied Housing: Revenue Costs and Incentive Effects

scientific article published in August 2008

Individual Financial Decisions in Retirement Saving Plans and The Provision of Resources for Retirement

scientific article published in September 1996

Inflation And Taxation With Optimizing Governments

scientific article published in April 1988

Inflation, Income Taxes, and Owner-Occupied Housing

scientific article published in September 1980

Inter-Asset Differences in Effective Estate Tax Burdens

scientific article published in January 2003

Interpreting Ex-Dividend Evidence: The Citizens Utilities Case Reconsidered

scientific article published in May 1983

Investor Diversification and International Equity Markets

Is the Gasoline Tax Regressive?

scientific article published in January 1991

Joint Life Annuities and Annuity Demand by Married Couples

scientific article published in June 1999

Lifecycle Asset Allocation Strategies and the Distribution of 401(k) Retirement Wealth

scientific article published in January 2006

Lifetime Incidence and the Distributional Burden of Excise Taxes

Longitudinal Determinants of End-of-Life Wealth Inequality

scientific article published on 04 May 2018

Longitudinal Determinants of End-of-Life Wealth Inequality

scientific article published in September 2017

Lump-Sum Distributions from Retirement Saving Plans: Receipt and Utilization

scientific article published in October 1995

Mean Reversion in Stock Prices: Evidence and Implications

Money in the Utility Function: An Empirical Implementation

scientific article published in January 1986

Money, Output and Prices: Evidence from A New Monetary Aggregate

scientific article published in August 1991

Mortality Risk, Inflation Risk, and Annuity Products

Multiple Shooting in Rational Expectations Models

scientific article published in June 1983

New Estimates of the Future Path of 401(k) Assets

scientific article published in May 2007

New Evidence on the Money's Worth of Individual Annuities

New Evidence that Taxes Affect the Valuation of Dividends

scientific article published in March 1984

Personal Retirement Saving Programs and Asset Accumulation: Reconciling the Evidence

Population age structure and asset returns: an empirical investigation.

scientific article published in October 1998

Portfolio Substitution and the Revenue Cost of Exempting State and Local Government Interest Payments from Federal Income Tax

scientific article published in October 2008

Pre-Retirement Cashouts and Foregone Retirement Saving: Implications for 401(k) Asset Accumulation

Recent Evidence on Budget Deficits and National Savings

scientific article published in February 1987

Redistribution by Insurance Market Regulation: Analyzing a Ban on Gender-Based Retirement Annuities

scientific article published in May 2006

Redistribution by insurance market regulation: Analyzing a ban on gender-based retirement annuities

scientific article published on January 2009

Retirement Security in an Aging Society

scientific article published in February 2014

Revenue and Incentive Effects of Basis Step-Up at Death: Lessons from the 2010 "Voluntary" Estate Tax Regime

scientific article published in March 2016

Rise of 401(k) Plans, Lifetime Earnings, and Wealth at Retirement

scientific article published in May 2007

Second Mortgages and Household Saving

scientific article published in February 1989

Selection Effects in the Market for Individual Annuities: New Evidence from the United Kingdom

scientific article published in June 1999

Speculative Dynamics

article

Speculative Dynamics

scientific article published in January 1990

Speculative Dynamics and the Role of Feedback Traders

scientific article published in January 1990

State Fiscal Institutions and the U.S. Municipal Bond Market

scientific article published in October 1997

State Responses to Fiscal Crisis: The Effects of Budgetary Institutionsand Politics

State and Local Taxes and the Rate of Return on Nonfinancial Corporate Capital (revised as W0740)

Stock Market Yields and the Pricing of Municipal Bonds

scientific article published in June 1996

Survey Response Variation in the Current Population Survey

scientific article published in April 1983

Tax Evasion and Capital Gains Taxation

Tax Incentives and the Decision to Purchase Health Insurance: Evidence from the Self-Employed

scientific article published in August 1993

Tax Loss Carryforwards and Corporate Tax Incentives

scientific article published in March 1986

Tax Policy to Combat Global Warming: On Designing a Carbon Tax

Tax Reform and the Market For Tax-Exempt Debt

Tax Subsidies to Employer-Provided Health Insurance

scientific article published in June 1995

Tax-Motivated Trading by Individual Investors

Taxation and Corporate Payout Policy

scientific article published in February 2004

Taxation and Household Portfolio Composition: U.S. Evidence from the 1980s and 1990s

scientific article published in October 1999

Taxation and Housing Markets: Preliminary Evidence on the Effects of Recent Tax Reforms

Taxation and Housing: Old Questions, New Answers

Taxation and Portfolio Structure: Issues and Implications

scientific article published in April 2001

Taxation, Risk-Taking, and Household Portfolio Behavior

scientific article published in June 2001

Taxes and Mutual Fund Inflows Around Distribution Dates

scientific article published in March 2008

Testing for Asymmetric Information Using 'Unused Observables' in Insurance Markets: Evidence from the U.K. Annuity Market

scientific article published in March 2006

The Alternative Minimum Tax and Effective Marginal Tax Rates

The Asset Cost of Poor health

scientific article published in September 2010

The Changing Landscape of Pensions in the United States

scientific article published in September 2007

The Composition and Draw-down of Wealth in Retirement

scientific article published in October 2011

The Composition and Drawdown of Wealth in Retirement

scientific article published on January 2011

The Costs of Annuitizing Retirement Payouts from Individual Accounts

scientific article published in January 1999

The Decline of Defined Benefit Retirement Plans and Asset Flows

scientific article published in January 2007

The Distribution of Payroll and Income Tax Burdens, 1979-1999

scientific article published in May 2000

The Distribution of Public Sector Wage Premia: New Evidence Using Quantile Regression Methods

The Distributional Burden of Taxing Estates and Unrealized Capital Gains at the Time of Death

scientific article published in July 2000

The Drawdown of Personal Retirement Assets

scientific article published in January 2011

The Economic Effects of Dividend Taxation

scientific article published in May 1984

The Effective Tax Rate and the Pretax Rate of Return

scientific article published in August 1981

The Effects of Special Saving Programs on Saving and Wealth

scientific article published in October 1995

The Estate Tax and After-Tax Investment Returns

scientific article published in December 1997

The History of Annuities in the United States

scientific article published in April 1997

The Impact of Population Aging on Financial Markets

scientific article published in October 2004

The Income and Tax Share of Very High Income Households, 1960-1995

scientific article published in February 2000

The Long Reach of Education: Health, Wealth, and DI Participation

scientific article published in April 2017

The Mirrlees Review: Conclusions and Recommendations for Reform*

article

The Nexus of Social Security Benefits, Health, and Wealth at Death

scientific article published in December 2012

The Persistence of Volatility and Stock Market Fluctuations

scientific article published in September 1984

The Rate of Return to Corporate Capital and Factor Shares: New EstimatesUsing Revised National Income Accounts and Capital Stock Data

scientific article published in April 1999

The Role of Real Annuities and Indexed Bonds in an Individual Accounts Retirement Program

scientific article published in March 1999

The Transition to Personal Accounts and Increasing Retirement Wealth: Macro and Micro Evidence

scientific article published in November 2001

The shift from defined benefit pensions to 401(k) plans and the pension assets of the baby boom cohort

scholarly article

Unemployment Benefits, Labor Market Transitions, and Spurious Flows: A Multinational Logit Model with Errors in Classification

scientific article published in August 1993

Unemployment Insurance and Reservation Wages

scientific article published in July 1982

Utility Evaluation of Risk in Retirement Saving Accounts

scientific article published in August 2003

Valuing Assets in Retirement Saving Accounts

scientific article published in March 2004

Venture Capital and Capital Gains Taxation

Were Japanese Stock Prices Too High?

Were They Prepared for Retirement? Financial Status at Advanced Ages in the HRS and AHEAD Cohorts

scientific article published in February 2012

What Determines End-of-Life Assets? A Retrospective View

scientific article published in November 2015

What Does Performance in Graduate School Predict? Graduate Economics Education and Student Outcomes

scholarly article

What Moves Stock Prices?

scientific article published in March 1988

Which Households Own Municipal Bonds? Evidence From Tax Returns

scientific article published in November 1991

Why Didn't the Tax Reform Act of 1986 Raise Corporate Taxes?

scientific article published in December 1991

Why Have Corporate Tax Revenues Declined?

scientific article published in January 1987

Why do Economists Disagree About Policy?