New evidence on asset location from the survey of consumer finances

Jinjarak, Yothin; Zhou, Jie

Abstract

This article provides new evidence on household asset location decisions using the latest Survey of Consumer Finances (SCF). The authors find that the difference between the equity share in tax-deferred accounts (TDAs) and the equity share in taxable accounts (TAs), a measure of asset location in the article, declined significantly after 2001. They also discuss potential explanations of the change in asset location.

Citation

Jinjarak, Y., & Zhou, J. (2011). New evidence on asset location from the survey of consumer finances. Public Finance Review, 39(4), 594-615. https://doi.org/10.1177/1091142111403619

• Journal Article Type: Article
• Publication Date: Jan 1, 2011
• Deposit Date: Feb 28, 2011
• Publicly Available Date: Mar 11, 2025
• Journal: Public Finance Review
• Print ISSN: 1091-1421
• Electronic ISSN: 1552-7530
• Publisher: SAGE Publications
• Peer Reviewed: Peer Reviewed
• Volume: 39
• Issue: 4
• Pages: 594-615
• DOI: https://doi.org/10.1177/1091142111403619