The impact of withdrawal penalties on retirement savings

A-Tier
Journal: Journal of Public Economics
Year: 2024
Volume: 232
Issue: C

Authors (2)

Stuart, Ellen (University of Sydney) Bryant, Victoria L. (not in RePEc)

Score contribution per author:

2.011 = (α=2.01 / 2 authors) × 2.0x A-tier

α: calibrated so average coauthorship-adjusted count equals average raw count

Abstract

Tax-benefited retirement accounts have features designed to encourage saving, including a penalty for withdrawing before age 5912. Account holders also face a penalty for failing to take required minimum withdrawals after age 72. Using a bunching analysis, we estimate that these penalties cause over 17% of traditional IRA holders to change their withdrawal timing each year, shifting almost $60 billion of distributions annually. We estimate a dynamic life-cycle model to analyze the effect of changing these penalties. For both penalties, we find alternative combinations of age threshold and penalty rate that lead to increased average welfare and lifetime tax remittances.

Technical Details

RePEc Handle
repec:eee:pubeco:v:232:y:2024:i:c:s0047272724000197
Journal Field
Public
Author Count
2
Added to Database
2026-01-29