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| Author: | Bergstresser, D. Poterba, J. |
| Title: | Asset allocation and asset location: household evidence from the survey of consumer finances |
| Journal: | Journal of Public Economics
2004 : AUG, VOL. 88:9-10, p. 1893-1915 |
| Index terms: | Asset management Household economics |
| Freeterms: | Survey of consumer finances |
| Language: | eng |
| Abstract: | This paper uses data from the Survey of Consumer Finances to assess how many households have enough assets in both taxable and tax-deferred accounts to face significant asset location choices. It also investigates the asset location decisions these households make. In 2001, 49% of households had at least some assets in a tax-deferred account, and more than 11 million households had at least US$25,00 in both a taxable and a tsx-deferred account. |
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