Skip to main content

Experts
Events
Briefing Book
Resources
About
Contact
Support
Fiscal Facts

Sort by

Items per page

Topics
TaxVox Blog
Research & Commentary
Laws & Proposals
Model Estimates
Statistics
Features

You are here

Home
Topics
Individual Taxes
Retirement

Retirement

Primary tasks

View
From TaxVox
Research
Model Estimates
Statistics(active tab)

Individual Taxes

IRA Deductions

Number of returns with IRA deductions and dollar amount of total and average deductions from 1980 to 2017.

Individual Taxes

Total Income Tax Subsidies for Pension Benefits, 1975-2028

Federal Budget and Economy

Projected Individual and Corporate Income Tax Expenditure Budget 2011-2017

corporate and individual components of income tax expenditures for fiscal years 2011 to 2017.

Federal Budget and Economy

Projected Income Tax Expenditures by Revenue Effect, 2013-2017

income tax expenditures for fiscal years 2013 to 2017, ranked by projected revenue effect.

From The Briefing Book

From the Briefing Book

How might low- and middle-income households be encouraged to save?

December 21, 2015 by kdavis@urban.org

How might low- and middle-income households be encouraged to save?

Expanding access to savings vehicles and scaling back deductions to provide low- and middle-income households with better incentives could make a difference.

Read more about How might low- and middle-income households be encouraged to save?

What are Roth individual retirement accounts?

December 21, 2015 by kdavis@urban.org

What are Roth individual retirement accounts?

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?

How does the availability of tax-favored retirement saving affect national saving?

December 21, 2015 by kdavis@urban.org

How does the availability of tax-favored retirement saving affect national saving?

Incentives for retirement savings only increase private saving if the tax breaks encourage households to set aside additional cash rather than simply transfer it from other nest eggs. And it only increases national saving if the increase in private saving exceeds the revenue loss from the tax subsidy.

Read more about How does the availability of tax-favored retirement saving affect national saving?

Donate Today

Topics
TaxVox Blog
Research & Commentary
Laws & Proposals
Model Estimates
Statistics
Privacy Policy
Newsletters

© Urban Institute, Brookings Institution, and individual authors, 2020.