Retirement

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  • Fiscal Facts
  • Model Estimate
    T24-0069 — Options to Change the Taxation of Tips, Summary of Revenue and Distributional Effects, 2025
  • Model Estimate
    T24-0048 – Exclude Social Security Benefits from Gross Income, by ECI Percentile, 2025
  • Model Estimate
    T24-0047 – Exclude Social Security Benefits from Gross Income, by ECI Level, 2025
  • Model Estimate
    T24-0046 – Exclude Social Security Benefits from Gross Income, Impact on Tax Revenue 2025-34 Fiscal Years
  • Model Estimate
    T22-0264 - Tax Benefit of Retirement Savings Incentives (Present Value Approach), Baseline: Current Law, Distribution of Federal Tax Change by ECI Percentile, 2022
  • Model Estimate
    T20-0140 - Eliminate Tax Expenditures for Retirement Saving Plans (Treasury/JCT Method), Baseline: Current Law with TCJA Permanently Extended, Distribution of Federal Tax Change by Expanded Cash Income Percentile, 2020
  • Model Estimate
    T17-0129 - Tax Benefit of Certain Retirement Savings Incentives (Cash-flow Approach), Baseline: Current Law, Distribution of Federal Tax Change by Expanded Cash Income Percentile, 2017
  • Model Estimate
    T15-0162 - Limit the Tax Value of Individual Retirement Arrangements and Defined Contribution Retirement Plans' Individual Deductions or Employer Exclusions for Income Tax Purpose to 15 Percent and Introduce a Refundable Tax Credit, by ECI percentile, 2016
Related to Individual Taxes
Individual TaxesAlternative minimum tax (AMT)Capital gains and dividendsCharitable givingChild tax credit (CTC)/Child and dependent care tax credit (CDCTC)Consumption taxes (individual)Earned income tax credit (EITC)EducationEstate, gift, and inheritance taxesHealth careHigh-income householdsHomeownershipIncome tax (individual)Low-income householdsMarriage penalties and bonusesMedicarePayroll taxesSocial SecurityTax administration (individual)Tax compliance (individual)Tax credits (individual)Tax expenditures (individual)Tax ratesUnemployment taxes and compensation

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