4/29/2004: Valuing Assets in Retirement Saving Accounts (PDF)

Center for Retirement Research at Boston College

40 pages. Working paper by James M. Poterba. Excerpt: This paper illustrates the potential differences in the value of a dollar of invested in a bond, or in corporate stock, inside and outside tax-deferred accounts. It draws on a range of data sources to calibrate the value of the tax burden, and the benefit of compound growth, for assets held in retirement accounts ...' Executive summary at http://www.bc.edu/centers/crr/papers/summary/wp_2004-11.pdf