My da|ra Login

Detailed view

metadata language: English

Replication data for: Just Keep My Money! Supporting Tax-Time Savings with US Savings Bonds

Version
1
Resource Type
Dataset
Creator
  • Tufano, Peter
Publication Date
2011-11-01
Description
  • Abstract

    This paper reports the results of a 2007 experiment testing whether specific process simplification can foster increased take-up rates for savings products, particularly by low-to-moderate income (LMI) households. Tax refund recipients at certain H&R Block tax preparation offices were given the option to purchase US Savings Bonds with their tax refunds, augmenting the tax-site savings options offered by H&R Block. Those who received the savings bond offer were substantially more likely to purchase a savings product on-site than those who didn't, even after controlling for client demographics. Much of this take-up was directed at intra-family gifting, or asset building on behalf of children. (JEL D14, H24)
Availability
Download
Relations
  • Is supplement to
    DOI: 10.1257/pol.3.4.172 (Text)
Publications
  • Tufano, Peter. “Just Keep My Money! Supporting Tax-Time Savings with US Savings Bonds.” American Economic Journal: Economic Policy 3, no. 4 (November 2011): 172–200. https://doi.org/10.1257/pol.3.4.172.
    • ID: 10.1257/pol.3.4.172 (DOI)

Update Metadata: 2020-05-18 | Issue Number: 2 | Registration Date: 2019-12-08

Tufano, Peter (2011): Replication data for: Just Keep My Money! Supporting Tax-Time Savings with US Savings Bonds. Version: 1. ICPSR - Interuniversity Consortium for Political and Social Research. Dataset. https://doi.org/10.3886/E116536V1