Tax Policy Center

retirement

Federal Budget and Economy: TaxVox

Who’s Left to Tax? Grappling With a Dwindling Shareholder Tax Base

Foreign investors, retirement accounts, and other tax-exempt entities now dominate US stock ownership. This shift has important implications for understanding who wins and who loses...
April 8, 2024Steven M. RosenthalLivia Mucciolo
Individual Taxes: TaxVox

The Elephant in The Room: The Gap Between Federal Retiree Benefits and Taxes Paid

President Trump was afraid to tackle the dominant set of spending and tax issues facing the federal government. Ditto, so far, for President Biden. Under...
May 5, 2022C. Eugene Steuerle
Individual Taxes: TaxVox

Retirement Tax Benefits Exacerbate Racial Inequities

In a recent report co-authored with University of Chicago Professor Daniel Hemel, I described how our retirement tax system favors the rich disproportionately. But it’s...
August 24, 2021Steven M. Rosenthal
Individual Taxes: TaxVox

Delaying Required IRA Distributions Again Would Largely Help Only The Wealthy

The House Ways & Means Committee is once again tinkering with the law that requires retirees to take minimum distributions from their individual retirement accounts...
May 5, 2021Howard Gleckman
: TaxVox

The SECURE Act Falls Far Short Of Enhancing Retirement Security

Congress seems about ready to pass a package of about 28 retirement and pension plan changes the House calls the SECURE (Setting Every Community Up...
June 17, 2019C. Eugene Steuerle
: TaxVox

Tax Increases Encourage Lower Earners and Wives To Retire Early

Imagine a husband or wife near retirement age. Their tax rates go up. What do they do? I’ve published a new study, along with Kevin...
February 21, 2019Robert McClelland
Individual Taxes: TaxVox

How economists eliminate taxes on your retirement income

Let’s face it. Economists just see the world differently than everybody else. Take, for example, the question of whether Individual Retirement Accounts are tax-free or...
June 15, 2016Lydia Austin
Individual Taxes: TaxVox

Retirement Security a Priority in the 2015 State of the Union

In the 2015 State of the Union Address, President Obama made retirement security a priority for his Administration by promoting the Automatic IRA , a retirement savings plan that originated at the Retirement Security Project . The proposals would increase the ability of part-time workers to join
January 21, 2015William G. GaleDavid C. John
: TaxVox

Tax Policy in September: Racing to a Grinding Halt?

Have it your way… unless you’re Burger King. Five Senate Democrats—Illinois’ Dick Durbin, Michigan’s Carl Levin, Rhode Island’s Jack Reed, Vermont’s Bernie Sanders and Ohio’s Sherrod Brown—asked Burger King to not move its legal headquarters to lower-tax Canada. They accused it of trying to avoid
September 12, 2014Renu Zaretsky
: TaxVox

Online Taxes: Searches, Storage, and Sales

Congress is in recess. The Daily Deduction will return to its regular schedule on Monday, September 8. Until then: We’ll see you every Monday morning. Abroad and online: One country brings a knife to a gunfight. Spain has passed a new law : Websites that link to Spanish newspaper association
August 4, 2014Renu Zaretsky