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How would 401(k) "Rothification" alter saving, retirement security, and inequality?

Horneff, Vanya; Maurer, Raimond; Mitchell, Olivia S. - 2022

Many nations incentivize retirement saving by letting workers defer taxes on pension contributions, imposing them when … taxing pension contributions instead of withdrawals leads to delayed retirement, somewhat lower lifetime tax payments, and …

Persistent link: https://www.econbiz.de/10013464027

How would 401(k) "Rothification" alter saving, retirement security, and inequality?

Horneff, Vanya; Maurer, Raimond; Mitchell, Olivia S. - In: Journal of pension economics and finance : JPEF 22 (2023) 3, pp. 265-283

Persistent link: https://www.econbiz.de/10014306189

Optimal Retirement Portfolios with Fixed and Variable Longevity Annuities in Defined Contribution Plans taking Social Security into Account

Horneff, Vanya; Maurer, Raimond; Mitchell, Olivia S. - 2023

how these interact is of key importance in order to generate efficient retirement portfolios. Additionally, there is … their assets inside and outside tax-qualified retirement plans, their mortality assumptions, and their accrued Social …

Persistent link: https://www.econbiz.de/10014348756

Fixed and variable longevity income annuities in defined contribution plans : optimal retirement portfolios taking social security into account

Horneff, Vanya; Maurer, Raimond; Mitchell, Olivia S. - In: The journal of risk & insurance 90 (2023) 4, pp. 831-860

Persistent link: https://www.econbiz.de/10014443608

Fixed and Variable Longevity Annuities in Defined Contribution Plans : Optimal Retirement Portfolios Taking Social Security into Account

Horneff, Vanya; Maurer, Raimond; Mitchell, Olivia S. - 2023

This paper investigates retirees’ optimal purchases of fixed and variable longevity income annuities using their defined contribution (DC) plan assets and given their expected Social Security benefits. As an alternative, we also evaluate using plan assets to boost Social Security benefits...

Persistent link: https://www.econbiz.de/10014255003

Fixed and variable longevity annuities in defined contribution plans : optimal retirement portfolios taking social security into account

Horneff, Vanya; Maurer, Raimond; Mitchell, Olivia S. - 2023

This paper investigates retirees' optimal purchases of fixed and variable longevity income annuities using their defined contribution (DC) plan assets and given their expected Social Security benefits. As an alternative, we also evaluate using plan assets to boost Social Security benefits...

Persistent link: https://www.econbiz.de/10013554899