Financial Management White Papers
A Model to Project Flows Into and Out of Tax-Deferred Retirement Savings Accounts
Overview This paper provides the complete specification of a model to project contributions to, investment earnings of, and distributions from tax-deferred retirement savings accounts. The model is used to project taxable pension distributions and IRA withdrawals for the Congressional Budget Office's (CBO's) 10-year baseline. A 75-year version of the model was also used to produce the estimates for the CBO Paper "Tax-Deferred Retirement Savings in Long-Term Revenue Projections." The model is presented in two parts: one covering individual retirement accounts and defined-contribution plans, and the other covering defined-benefit plans.
| Publisher | Congressional Budget Office | File Format | |
|---|---|---|---|
| Date Published | October 2004 | ||
| Format | White Papers | ||
| Topics | |||



