Tax Policy Center

retirement savings

Individual Taxes: TaxVox
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
: TaxVox
Would you be surprised to learn that in addition to the $1.3 trillion the federal government will spend on Medicare, Medicaid , and related health...
January 28, 2020Frank Sammartino
Individual Taxes: TaxVox
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.
April 4, 2019Howard Gleckman
Individual Taxes: TaxVox
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...
February 5, 2019C. Eugene Steuerle
: TaxVox
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,...
December 18, 2018Mark J. Mazur
Individual Taxes: TaxVox
While the House-passed plan to make permanent the individual tax cuts of the Tax Cuts and Jobs Act (TCJA) is getting the most attention, the...
October 1, 2018Howard Gleckman
Individual Taxes: TaxVox
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...
September 7, 2018Howard Gleckman
Individual Taxes: TaxVox
Why would sensible people buy lottery tickets, where their chances of coming away with big bucks are vanishingly small, but be so reluctant to contribute to retirement savings?
September 6, 2017Renu Zaretsky
Individual Taxes: TaxVox
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
Twenty years ago, I turned 25 and earned my first raise. My older sister gave me some great advice: “When you get a raise always...
November 4, 2015Renu Zaretsky