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The Success of the U.S. Retirement System

Brady, Peter J. - 2012

Persistent link: https://www.econbiz.de/10013096814

What's in your 403(b)? : Academic retirement plans and the costs of underdiversification

Angus, John; Brown, William O.; Smith, Janet Kiholm; … - 2005

optimal rebalancing by a loss-averse individual as time to retirement approaches, our analysis demonstrates that the …

Persistent link: https://www.econbiz.de/10003231314

Import competition and household debt

Barrot, Jean-Noël; Loualiche, Erik; Plosser, Matthew; … - 2017

We analyze the effect of import competition on household balance sheets from 2000 to 2007 using individual data on consumer finances. We exploit variation in exposure to foreign competition using industry-level shipping costs and initial differences in regions' industry specialization. We show...

Persistent link: https://www.econbiz.de/10011708618

Do financial advisors provide tangible benefits for investors? : evidence from tax-motivated mutual fund flows

Cici, Gjergji; Kempf, Alexander; Sorhage, Christoph - 2015 - [This version]: July 2015

Rationality would suggest that advice-seeking investors receive benefits from costly financial advice. However, evidence documenting these benefits for U.S. investors has so far been lacking. This paper is the first to document that U.S. mutual fund investors indeed receive one of the many...

Persistent link: https://www.econbiz.de/10011308611

Are financial advisors useful? : evidence from tax-motivated mutual fund flows

Cici, Gjergji; Kempf, Alexander; Sorhage, Christoph - 2013 - First Draft: November 2012, This Draft: August 2013

We are the first to show that financial advisors generate tangible benefits for their clients in the form of useful tax advice. Investors who purchase mutual funds through financial advisors exhibit a stronger tendency of avoiding taxable distributions than those who do not. Our calculations...

Persistent link: https://www.econbiz.de/10009785986

Do financial advisors provide tangible benefits for investors? : evidence from tax-motivated mutual fund flows

Cici, Gjergji; Kempf, Alexander; Sorhage, Christoph - 2014 - This Draft: March 2014

Whether financial advisors provide useful services for clients that seek to invest in mutual funds remains an open question. We are the first to show that financial advisors generate tangible benefits for their clients in the form of useful tax advice. Specifically, financial advisors help...

Persistent link: https://www.econbiz.de/10010336401

Do financial advisors provide tangible benefits for investors? : evidence from tax-motivated mutual fund flows

Cici, Gjergji; Kempf, Alexander; Sorhage, Christoph - 2014 - This Draft: November 2014

Rationality suggests that advice-seeking investors receive benefits from financial advice that are comparable in value to the fees paid for such advice. However, empirical evidence documenting these benefits for U.S. investors has so far been lacking. We document that U.S. mutual fund investors...

Persistent link: https://www.econbiz.de/10010436486

Will they take the money and work? : an empirical analysis of people's willingness to delay claiming social security benefits for a lump sum

Maurer, Raimond; Mitchell, Olivia S.; Rogalla, Ralph; … - 2015

This paper investigates whether exchanging the Social Security delayed retirement credit, currently paid as an increase … voluntarily claim about half a year later if the lump sum were paid for claiming any time after the Early Retirement Age, and … about two-thirds of a year later if the lump sum were paid only for those claiming after their Full Retirement Age. Overall …

Persistent link: https://www.econbiz.de/10010482081

Will 2000-Era Retirees Experience the Worst Retirement Outcomes in U.S. History? A Progress Report after 10 Years

Pfau, Wade D. - 2010

We find evidence that retirees in 2000, in particular, are on course to potentially experience the worst retirement …

Persistent link: https://www.econbiz.de/10013135487

Putting the Retirement Pieces Together : Strategies of the Affluent 50plus Generation in the United States

Boersch, Alexander - 2011

One of the critical challenges facing the 50 generation is deciding how to plan for retirement financing, how to …. Considering how complicated retirement planning and finance can be, it's no easy task. Coming up with a reasonable plan requires … savings and retirement decisions, investors should have a clear picture of the living standards they are striving for. To …

Persistent link: https://www.econbiz.de/10013120806

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