Papers and Presentations

Public Economics, Financial Economics

Trends in Retirement and Retirement Income Choices by TIAA Participants: 2000–2018

Jeffrey R. Brown, James Poterba, David P. Richardson
April 2022
Public Economics, Financial Economics

Choice Overload? Participation and Asset Allocation in French Employer-Sponsored Saving Plans

Marie Briere, James Poterba, Ariane Szafarz
December 2021
Public Economics, Financial Economics

Discount Rates, Mortality Projections, and Money’s Worth Calculations for US Individual Annuities

James Poterba, Adam Solomon
March 2021

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Financial Economics, Public Economics

Precautionary Liquidity and Retirement Saving

AEA Papers and Proceedings 112 (2022): 147-150
Marie Briere, James Poterba, Ariane Szafarz
May 2022
Public Economics, Financial Economics

Economic Analysis and Infrastructure Investment

Economic Analysis and Infrastructure Investment. University of Chicago Press, 2021. 1-39
Edward L. Glaeser, James Poterba
December 2020
Public Economics, Financial Economics

Economic Perspectives on Infrastructure Investment

Rebuilding the Post-Pandemic Economy. Aspen Institute Press
Edward L. Glaeser, James Poterba
December 2021
Public Economics, Financial Economics

Longitudinal Determinants of End-of-Life Wealth Inequality

Journal of Public Economics 162 (2018): 78-88
James Poterba, Steven Venti, David A. Wise
May 2018
Public Economics, Financial Economics

Do Required Minimum Distribution Rules Matter? The Effect of the 2009 Holiday on Retirement Plan Distributions

Journal of Public Economics 151 (2017): 96-109
Jeffrey R. Brown, James Poterba, David P. Richardson
August 2016
Public Economics, Financial Economics

The Asset Cost of Poor Health

Journal of the Economics of Aging 9 (2017): 172-184
James Poterba, Steven Venti, David A. Wise
February 2017
Public Economics, Financial Economics

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

National Tax Journal 69.4 (2016): 981-1002
Robert N. Gordon, David Joulfaian, James M. Poterba
December 2016
Public Economics, Financial Economics

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

American Economic Association Papers and Proceedings 106.5 (2016): 662-667
Robert N. Gordon, David Joulfaian, James M. Poterba
October 2016
Public Economics, Financial Economics

The Effect of Taxes on Shareholder Inflows around Mutual Fund Distribution Dates

Research in Economics 70 (2016): 7-9
Woodrow Johnson, James Poterba
November 2015
Public Economics, Financial Economics

Saver Heterogeneity and the Challenge of Assessing Retirement Savings Adequacy

National Tax Journal, (68) June 2015, 377-388
James Poterba
June 2015
Public Economics, Financial Economics

Retirement Security in an Aging Population

American Economic Association Papers and Proceedings, (104) 2014, 1-30
James Poterna
January 2014
Public Economics, Financial Economics

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

Journal of Risk and Insurance 81.4 (2014): 709-734
Amy Finkelstein, James Poterba
December 2014
Public Economics, Financial Economics

Health, Education, and the Postretirement Evolution of Household Assets

Journal of Human Capital 67.4 (2013): 297-339
James Poterba, Steven Venti, David A. Wise
January 2013
Public Economics, Financial Economics

The Composition and Drawdown of Wealth in Retirement

Journal of Economic Perspectives 25.4 (2011): 95-118. (Journal of Economic Perspectives 27.4 (2013): 219-221.)
James Poterba, Steven Venti, David A. Wise
September 2013
Public Economics, Financial Economics

Portfolio Substitution and the Revenue Cost of the Federal Income Tax Exemption for State and Local Government Bonds

National Tax Journal 64.2 (2011): 591-614
James Poterba, Arturo Ramirez Verdugo
June 2011
Public Economics, Financial Economics

Revenue Cost and Incentive Effects of Income Tax Provisions for Owner-Occupied Housing

National Tax Journal 64.2 (2011): 531-564
James Poterba, Todd Sinai
June 2011
Public Economics, Financial Economics

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

National Tax Journal 64.1 (2011): 27-58
James Poterba, Nirupama S. Rao, Jeri K. Seidman
March 2011
Public Economics, Financial Economics

Dimensions of Tax Design: The Mirrlees Review

Oxford University Press, 2010
James Mirrlees, Stuart Adam, Timothy Besley, Richard Blundell, Stephen Bond, Robert Chote, Malcolm Gammie, Paul Johnson, Gareth Myles, James Poterba
January 2010
Public Economics, Financial Economics

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

Journal of Financial Economics 91.1 (2009): 38-58
Amy Finkelstein, James Poterba, Casey Rothschild
October 2008
Public Economics, Financial Economics

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

Journal of Public Economics 91.10 (2007): 2062-2086
James Poterba, Joshua Rauh, Steven Venti, David Wise
August 2007
Public Economics, Financial Economics

Tax-Motivated Trading by Individual Investors

American Economic Review 95.5 (2005): 1605-1630
Zoran Ivkovic, James Poterba, Scott Weisbenner
January 2005
Public Economics, Financial Economics

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

Journal of Law and Economics 47.2 (2004): 515-541
Mary Margaret Frank, James Poterba, Douglas Shackelford, John Shoven
January 2004
Public Economics, Financial Economics

Valuing Assets in Retirement Saving Accounts

National Tax Journal 57.2 (2004): 489-512
James Poterba
June 2004
Public Economics, Financial Economics

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

Journal of Public Economics 88.10 (2004): 1893-1916
Daniel Bergstresser, James Poterba
July 2003
Public Economics, Financial Economics

Taxation and Corporate Payout Policy

American Economic Review 94.2 (2004): 171-175
James Poterba
January 2004
Public Economics, Financial Economics

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

Journal of Political Economy 112.1 (2004): 183-208
Amy Finkelstein, James Poterba
January 2004
Public Economics, Financial Economics

Inter-Asset Differences in Effective Estate-Tax Burdens

American Economic Review 93.2 (2003): 360-365
James Poterba, Scott Weisbenner
May 2003
Public Economics, Financial Economics

Taxation and Household Portfolio Composition: Evidence from Tax Reforms in the 1980s and 1990s

Journal of Public Economics 87.1 (2003): 5-39
James Porterba, Andrew Samwick
May 2001
Public Economics, Financial Economics

Exchange-Traded Funds: A New Investment Option for Taxable Investors

American Economic Review 92.2 (2002): 422-427
James Porterba, John Shoven
January 2002
Public Economics, Financial Economics

Do after-tax returns affect mutual fund inflows?

Journal of Financial Economics 63.3 (2002): 381-414
Daniel Bergstresser, James Poterba
May 2001
Public Economics, Financial Economics

Selection Effects in the United Kingdom Individual Annuities Market

The Economic Journal 112.476 (2002): 28-50
Amy Finkelstein, James Poterba
January 2002
Public Economics, Financial Economics

Fiscal News, State Budget Rules, and Tax-Exempt Bond Yields

Journal of Urban Economics 50.3 (2001): 537-562
James Poterba, Kim Reuben
July 2001
Public Economics, Financial Economics

Demographic Structure and Asset Returns

Review of Economics and Statistics 83.4 (2001): 565-584
James Poterba
November 2001
Public Economics, Financial Economics

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

Journal of Finance 56.1 (2001): 353-368
James Poterba, Scott Weisbenner
February 2001
Public Economics, Financial Economics

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

Journal of Public Economics 79.1 (2001): 237-264
James Poterba
December 1998
Public Economics, Financial Economics

A Brief History of Annuity Markets

The Role of Annuity Markets in Financing Retirement, 2001, 23-56
James Poterba
January 2001
Public Economics, Financial Economics

Household Portfolio Allocation over the Life Cycles

Aging Issues in the United States and Japan. University of Chicago Press, 2001. 65-10
James Poterba, Andrew Samwick
January 2001
Public Economics, Financial Economics

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

National Tax Journal 53.3 (2000): 765-79
Andrew Mitrusi and James Poterba
January 2000
Public Economics, Financial Economics

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

American Economic Review 90.2 (2000): 264-270
Daniel Feenberg and James Poterba
January 2000
Public Economics, Financial Economics

Stock Market Wealth and Consumption

Journal of Economic Perspectives 14.2 (2000): 99-118
James Poterba
March 2000
Public Economics, Financial Economics

Joint Life Annuities and Annuity Demand by Married Couples

Journal of Risk and Insurance 67.4 (2000): 527-527
Jeffrey Brown and James Poterba
December 2000
Public Economics, Financial Economics

New Evidence on the Money's Worth of Individual Annuities

American Economic Review 89.5 (1999): 1299-1318
Olivia Mitchell, Jeffrey Brown, James Poterba, and Mark Warshawsky
January 1999
Public Economics, Financial Economics

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

Fiscal institutions and fiscal performance. University of Chicago Press, 1999. 181-208
James Poterba and Kim Rueben
January 1999