Life cycle asset allocation in the presence of housing and tax-deferred investing

Real estate rental market: a 10-year bibliometric-based review

“…Winters (2013) (the most citing article) and Sommer et al (2013) (the 3rd most citing article) used the relationship between house price and rental price to analyse the impact from the perspective of economic fundamentals. The other three articles in the list of top five citing articles (Halket and Pignatti Morano di Custoz, 2015;Marekwica et al, 2013;Sinai & Souleles, 2013) analysed the topic of household asset allocation. Although some authors' papers were not listed among the top five citing articles, these authors also used the relationship between house price and rental price to analyse economic problems, such as housing price bubbles (Feng & Wu, 2015;Goswami et al, 2014;Nneji et al, 2013;Teng et al, 2013).…”

“…In cluster #0, 32% articles were published in 2013 and 29% in 2015. In 2013, a majority of scholars focused on choice problems, such as choice of house ownership (Marekwica et al, 2013;Sinai & Souleles, 2013) and the choice of house location (Plantinga et al, 2013).…”

Seeking tax alpha in retirement income

“…They find that choosing a tax-deferred over a tax-exempt account creates a reduction in wealth, most noticeable for those with higher incomes and pensions, which increases social security taxation. Marekwica et al (2013) also examine a life-cycle model, including renting versus owning a home. They find that a tax arbitrage exists from mortgage interest payments and investing in tax-deferred accounts.…”

Housing Preferences in Various Stages of the Human Life Cycle

“…There have also been detailed studies on factors disturbing the housing ladder theory (Morrow-Jones & Menning, 2005;Halket &, Santhanagopalan, 2014). Another interesting matter in the research of human preferences is the concept of a life cycle -or the relationship between a person's age and changing attitudes and needs in regards to housing (Morrow-Jones & Menning, 2005;Barrios, Colom & Moles, 2013;Marekwica, Schaefer & Sebastian, 2013). A cognitive gap can be seen in this area regarding the housing market in Poland.…”