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Are stocks desirable in tax-deferred accounts?
16 references·10 citing·40 second hop
Are stocks desirable in tax-deferred accounts? (2006)Are stocks desirable in tax-deferred acco…Optimal Asset Location and Allocation with Taxable and Tax‐Deferred Investing (2004)Optimal Asset Location and Al…Household Portfolio Choices in Taxable and Tax-Deferred Accounts: Another Puzzle? (2003)Household Portfolio Choices i…Asset allocation and asset location: household evidence from the survey of consumer finances (2003)Asset allocation and asset lo…Are individual investors tax savvy? Evidence from retail and discount brokerage accounts (2003)Are individual investors tax …Asset location in tax-deferred and conventional savings accounts (2002)Asset location in tax-deferre…Asset Location for Retirement Savers (2000)Asset Location for Retirement…Taxation and Household Portfolio Composition: U.S. Evidence from the 1980s and 1990s (1999)Taxation and Household Portfo…Personal Investing: Advice, Theory, and Evidence (1997)Personal Investing: Advice, T…Theory of Financial Decision Making. (1988)Theory of Financial Decision …Taxation, Portfolio Choice, and Debt-Equity Ratios: A General Equilibrium Model (1983)Taxation, Portfolio Choice, a…Capital Market Equilibrium with Personal Tax (1983)Capital Market Equilibrium wi…Taxation and Corporate Pension Policy (1981)Taxation and Corporate Pensio…Taxation and Corporate Pension Policy (1981)Taxation and Corporate Pensio…The Tax Consequences of Long-Run Pension Policy (1980)The Tax Consequences of Long-…PENSION PLAN LIABILITIES AND CORPORATE FINANCIAL STRATEGIES* (1974)PENSION PLAN LIABILITIES AND …Optimum consumption and portfolio rules in a continuous-time model (1971)Optimum consumption and portf…Tax uncertainty and retirement savings diversification (2017)Tax uncertainty and retiremen…Portfolio Selection with Capital Gains Tax, Recursive Utility, and Regime Switching (2017)Portfolio Selection with Capi…Life cycle asset allocation in the presence of housing and tax-deferred investing (2013)Life cycle asset allocation i…Pension fund taxation and risk-taking: should we switch from the EET to the TEE regime? (2012)Pension fund taxation and ris…Optimal tax-timing and asset allocation when tax rebates on capital losses are limited (2012)Optimal tax-timing and asset …Heuristic Portfolio Trading Rules with Capital Gain Taxes (2012)Heuristic Portfolio Trading R…Stockholding: Participation, location, and spillovers (2010)Stockholding: Participation, …The asset location puzzle: Taxes matter (2008)The asset location puzzle: Ta…The Tradeoff Between Mortgage Prepayments and Tax-Deferred Retirement Savings (2006)The Tradeoff Between Mortgage…Optimal Savings with Taxable and Tax-Deferred Accounts (2004)Optimal Savings with Taxable …EFFICIENT CAPITAL MARKETS: A REVIEW OF THEORY AND EMPIRICAL WORK* (1970)The Pricing of Options and Corporate Liabilities (1973)Jumps and Stochastic Volatility: Exchange Rate Processes Implicit in Deutsche Mark Options (1996)Post-'87 crash fears in the S&P 500 futures option market (2000)Have Individual Stocks Become More Volatile? An Empirical Exploration of Idiosyncratic Risk (2001)Theory of games and economic behavior (2019)Lifetime Portfolio Selection By Dynamic Stochastic Programming (1969)Lifetime Portfolio Selection under Uncertainty: The Continuous-Time Case (1969)An Intertemporal Capital Asset Pricing Model (1973)LIFETIME PORTFOLIO SELECTION BY DYNAMIC STOCHASTIC PROGRAMMING (1975)An equilibrium characterization of the term structure (1977)A Theory of the Term Structure of Interest Rates (1985)TAXES, MARKET VALUATION AND CORPORATE FINANCIAL POLICY (1970)DEBT AND TAXES* (1977)Towards an Explanation of Household Portfolio Choice Heterogeneity: Nonfinancial Income and Participation Cost Structures (2002)What explains household stock holdings? (2006)Taxation and Corporate Risk-Taking (2017)Labor supply flexibility and portfolio choice in a life cycle model (1992)An Asset Allocation Puzzle (1994)Positioning pensions for the twenty-first century (1997)Local Does as Local is: Information Content of the Geography of Individual Investors' Common Stock Investments (2003)Dividends and taxes (1978)Retrospective Capital Gains Taxation (1988)The Economic Effects of the Tax Reform Act of 1986 (1997)Tax Changes and Asset Pricing (2009)Corporate pension funding policy (1976)Another Puzzle: The Growth in Actively Managed Mutual Funds (1996)On Persistence in Mutual Fund Performance (1997)The Equity Premium (2002)Optimization Methods in Finance (2006)Portfolio Choice Problems (2010)How Do Household Portfolio Shares Vary with Age (2000)Tax-Motivated Trading by Individual Investors (2005)19 The World Distribution of Household Wealth (2008)Personal Wealth from a Global Perspective (2008)Optimal bond trading with personal taxes (1984)Optimal Consumption and Investment with Capital Gains Taxes (2001)Prospect Theory and the Disposition Effect (2010)Risk Shifting versus Risk Management: Investment Policy in Corporate Pension Plans (2008)Strategic asset allocation with liabilities: Beyond stocks and bonds (2008)
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References

  • 1971Optimum consumption and portfolio rules in a continuous-time model5,966 cited
  • 1988Theory of Financial Decision Making.1,867 cited
  • 1983Capital Market Equilibrium with Personal Tax472 cited
  • 1981Taxation and Corporate Pension Policy342 cited
  • 1980The Tax Consequences of Long-Run Pension Policy317 cited
  • 2004Optimal Asset Location and Allocation with Taxable and Tax‐Deferred Investing287 cited
  • 1999Taxation and Household Portfolio Composition: U.S. Evidence from the 1980s and 1990s234 cited
  • 1983Taxation, Portfolio Choice, and Debt-Equity Ratios: A General Equilibrium Model187 cited
  • 1997Personal Investing: Advice, Theory, and Evidence173 cited
  • 2003Asset allocation and asset location: household evidence from the survey of consumer finances169 cited
  • 2003Are individual investors tax savvy? Evidence from retail and discount brokerage accounts153 cited
  • 1981Taxation and Corporate Pension Policy129 cited
  • 2002Asset location in tax-deferred and conventional savings accounts110 cited
  • 2003Household Portfolio Choices in Taxable and Tax-Deferred Accounts: Another Puzzle?56 cited
  • 1974PENSION PLAN LIABILITIES AND CORPORATE FINANCIAL STRATEGIES*

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56 cited
  • 2000Asset Location for Retirement Savers52 cited
  • Cited by

    • 2017Portfolio Selection with Capital Gains Tax, Recursive Utility, and Regime Switching48 cited
    • 2017Tax uncertainty and retirement savings diversification38 cited
    • 2010Stockholding: Participation, location, and spillovers38 cited
    • 2012Pension fund taxation and risk-taking: should we switch from the EET to the TEE regime?31 cited
    • 2012Heuristic Portfolio Trading Rules with Capital Gain Taxes26 cited
    • 2012Optimal tax-timing and asset allocation when tax rebates on capital losses are limited26 cited
    • 2013Life cycle asset allocation in the presence of housing and tax-deferred investing24 cited
    • 2008The asset location puzzle: Taxes matter24 cited
    • 2006The Tradeoff Between Mortgage Prepayments and Tax-Deferred Retirement Savings19 cited
    • 2004Optimal Savings with Taxable and Tax-Deferred Accounts18 cited