Optimal taxation and the Domar‐Musgrave effect.

This article concerns the optimal choice of flat taxes on labor and capital income, and on consumption, in a tractable economic model in which agents are subject to idiosyncratic investment risk. We identify the tax rates which maximize welfare in stationary equilibrium while preserving tax revenue,...

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Publicado en:Economic Inquiry Vol. 63; no. 4; pp. 1170 - 1201
Autores principales: Beare, Brendan K., Toda, Alexis Akira
Formato: Artículo
Publicado: Wiley-Blackwell Oct2025
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Acceso en línea:Ver este registro en EBSCOhost
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      tig:
        atl: Optimal taxation and the Domar‐Musgrave effect.
      aug:
        au:
          Beare, Brendan K.
          Toda, Alexis Akira
        affil:
          School of Economics, University of Sydney, Sydney New South Wales,, Australia
          Department of Economics, Emory University, Atlanta Georgia,, USA
      su:
        Income
        Resource allocation
        Optimal taxation
        Consumption tax
        Investment risk
        Tax rates
        Capital gains
      sug:
        subj:
          Income
          Resource allocation
          Optimal taxation
          Consumption tax
          Investment risk
          Tax rates
          Capital gains
      keyword:
        consumption tax
        Domar‐Musgrave effect
        idiosyncratic investment risk
        optimal taxation
        wealth inequality
        consumption tax
        Domar‐Musgrave effect
        idiosyncratic investment risk
        optimal taxation
        wealth inequality
      ab: This article concerns the optimal choice of flat taxes on labor and capital income, and on consumption, in a tractable economic model in which agents are subject to idiosyncratic investment risk. We identify the tax rates which maximize welfare in stationary equilibrium while preserving tax revenue, finding that an increase in welfare equivalent to a permanent increase in consumption of nearly 7% can be achieved by only taxing capital income and consumption. The Domar‐Musgrave effect explains cases where it is optimal to tax capital income. We characterize the dynamic response to the substitution of consumption taxation for labor income taxation.
      pubtype: Academic Journal
      doctype: Article
      src: R
    language: English
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