The Social Security Act of 1935 (SSA) was enacted by the 74th United States Congress and signed into law by President Franklin D. Roosevelt. Part…
The Social Security Act of 1935 (SSA) was enacted by the 74th United States Congress and signed into law by President Franklin D. Roosevelt. Part…
The Unsustainability of the Current U.S. Fiscal Path
Making the Case for Pragmatic Reforms
In Brief The U.S. federal government's own financial reporting paints a picture of an “unsustainable fiscal path.” The projections from the Treasury Department and Government…
Defining Wealth (Inconsistently) in the Tax Code
Framing the Tax Reform Debate
The current debate on tax reform features familiar framing from policymakers on all sides, the familiar sound bites of “the rich should pay their fair…
When individuals think about Social Security, they most likely focus on present or future retirement benefits. Millions of people, however, receive benefits from two other…
In Brief With the Baby Boom generation facing retirement, America may soon witness the largest wealth transfer from one generation to another in its history.…
Changes to Social Security Have Tax Implications for Married Couples
Recent Legislation Eliminates Loopholes
As a bargaining tool used to expedite the passage of the Bipartisan Budget Act of 2015, Congress tightened Social Security loopholes for married couples, which…
Despite the best of intentions when couples say, “I do,” more than a few will find themselves eventually saying, “I don't.” Aside from the emotional…
Instead of looking at Social Security as a government entitlement that one should start receiving as soon as eligible, one should consider it an investment…