Retirement & income · Podcast

Episode 91: Who Really Benefits from 401(k) Tax Incentives?

For wealth professionals who work with retirement plans or retirement policy, the episode packages research and policy discussion around 401(k) tax incentives and retirement security. It may be useful context for conversations about plan design, tax benefits and the direction of U.S. retirement policy.

On the publisher’s site

Summary

By the retirement & income desk

Host Matt Patrick talks with American Retirement Association Chief Government Affairs Officer Will Hansen about new research on who benefits from 401(k) tax incentives. The episode discusses findings that challenge the view that retirement plan tax benefits mainly favor high-income earners, with the argument that working- and middle-class Americans receive the greatest relative advantage. It also covers the evolution of the U.S. retirement system, emerging policy developments and strategies to expand retirement security.

New research examines who benefits from 401(k) tax incentives.
The findings challenge the perception that retirement plan tax benefits primarily favor high-income earners.
Hansen argues working- and middle-class Americans receive the greatest relative advantage.
The episode also explores the evolution of the U.S. retirement system, emerging policy developments and strategies to expand retirement security.

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