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Retirement

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Individual Taxes

T22-0266 - Tax Benefit of Retirement Savings Incentives (Present Value Approach), Baseline: Current Law, Distribution of Federal Tax Change by ECI Percentile, 2026

December 29, 2022
Individual Taxes

T22-0265 - Tax Benefit of Retirement Savings Incentives (Present Value Approach), Baseline: Current Law, Distribution of Federal Tax Change by ECI Level, 2026

December 29, 2022
Individual Taxes

T22-0264 - Tax Benefit of Retirement Savings Incentives (Present Value Approach), Baseline: Current Law, Distribution of Federal Tax Change by ECI Percentile, 2022

December 29, 2022
Individual Taxes

T22-0263 - Tax Benefit of Retirement Savings Incentives (Present Value Approach), Baseline: Current Law, Distribution of Federal Tax Change by ECI Level, 2022

December 29, 2022
Individual Taxes

T22-0200 - Tax Benefit of the Partial Exclusion of Social Security Benefits, Baseline: Current Law, Distribution of Federal Tax Change by Expanded Cash Income Percentile, 2026

December 20, 2022
Individual Taxes

T22-0199 - Tax Benefit of the Partial Exclusion of Social Security Benefits, Baseline: Current Law, Distribution of Federal Tax Change by Expanded Cash Income Level, 2026

December 20, 2022
Individual Taxes

T22-0198 - Tax Benefit of the Partial Exclusion of Social Security Benefits, Baseline: Current Law, Distribution of Federal Tax Change by Expanded Cash Income Percentile, 2022

December 20, 2022
Individual Taxes

T22-0197 - Tax Benefit of the Partial Exclusion of Social Security Benefits, Baseline: Current Law, Distribution of Federal Tax Change by Expanded Cash Income Level, 2022

December 20, 2022
Individual Taxes

T20-0150 - Allow Roth Contributions and Repeal Deduction for Elective Contributions (No Change in Future Taxes), Baseline: Current Law with TCJA Permanently Extended, Distribution of Federal Tax Change by Expanded Cash Income Percentile, 2020

May 7, 2020
Individual Taxes

T20-0149 - Allow Roth Contributions and Repeal Deduction for Elective Contributions, Baseline: Current Law with TCJA Permanently Extended, Distribution of Federal Tax Change by Expanded Cash Income Percentile, 2020

May 7, 2020

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From The Briefing Book

From the Briefing Book

What types of nonemployer-sponsored retirement savings accounts are available?

December 21, 2015 by tpc-admin

Q.

What types of nonemployer-sponsored retirement savings accounts are available?

A.

The two big types are traditional individual retirement accounts (IRAs) and Roth IRAs. The main difference: When the feds take their cut.

  • Read more about What types of nonemployer-sponsored retirement savings accounts are available?

What’s the difference between front-loaded and back-loaded retirement accounts?

December 21, 2015 by tpc-admin

Q.

What’s the difference between front-loaded and back-loaded retirement accounts?

A.

Your choice: pay the IRS now or pay them later.

  • Read more about What’s the difference between front-loaded and back-loaded retirement accounts?

What are Roth individual retirement accounts?

December 21, 2015 by tpc-admin

Q.

What are Roth individual retirement accounts?

A.

Roth individual retirement accounts offer no up-front tax breaks. However, withdrawals of earnings and principal (with some restrictions) are not taxed.

  • Read more about What are Roth individual retirement accounts?

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