The spending bill congressional leaders agreed to early this morning creates significant new incentives for retirement savings and broadly eases rules for withdrawing funds. Like...
In response to the recent burst of inflation, the IRS is raising contribution limits for the full range of retirement savings accounts. That’s great news...
A funny thing happened to the trillions of dollars of proposed tax increases on corporations and high-income households that were high on the agendas of...
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...
The House and Senate unveiled similar bipartisan retirement savings bills this week. Among the differences: The House bill would let you use IRA funds for having a baby.
Federal tax and spending policies are worsening the problem of economic inequality. But the tax breaks that overwhelmingly benefit the wealthy are only part of...
In a new initiative, the Tax Policy Center is improving its modeling of five key tax expenditures: the tax treatment of pass-through entities, charitable giving,...
President Trump last week asked the Treasury Department to review the rules surrounding Required Minimum Distributions (RMDs) for traditional Individual Retirement Accounts and 401(k) plans...
