IAP 2001 Activity

Taxation and the Mutual Fund Industry Daniel Bergstresser Thu Jan 11, 10:30am-12:00pm, E51-376 No enrollment limit, no advance sign up Single session event Prereq: None Personal taxes can consume a substantial portion of a mutual fund shareholder's return. In the late 1990s, taxes have cost a typical fund investor over two percent of his invested savings each year. At the aggregate level, these tax payments have contributed as much as $15 billion in revenue to the federal government. This IAP seminar presents recent economic analysis of the relationship between fund taxation and investor behavior. The focus is on recent research designed to ascertain the sensitivity of investors to the prospective tax burdens of individual mutual funds. Web: http://web.mit.edu/economics/www Contact: Daniel Bergstresser, E52-354, x8-0741, dberg@mit.edu Sponsor: Economics Latest update: 06-Nov-2000

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Listing generated: 31-Jan-2001