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Tag: taxation

June 20, 2021 Jane the Actuary Retirement

Forbes post, “Will The Folly Of Biden’s ‘No New Middle-Class Taxes’ Pledge Scuttle A Bipartisan Infrastructure Agreement?”

The $400,000 new-tax threshold was folly from the start, and it’s getting worse.

October 4, 2020 Jane the Actuary Retirement

Forbes post, “Never Mind Biden’s 401(k) Plan – Are Pension Plan Tax Breaks Fair?”

Betcha never gave much thought to the tax breaks for traditional pension plans, didja?

September 17, 2020 Jane the Actuary Retirement

Forbes post, “Journalists Are Still Getting Biden’s Tax Plan, And 401(k) Taxation In General, Wrong”

No, no, no.  401(k) tax benefits do not consist in being able to deduct the contributions from taxes, but in deferring the taxes.

September 6, 2020 Jane the Actuary Retirement

Forbes post, “Why Joe Biden’s ‘Tax The Rich’ Plan Is The Wrong Path For Spending Boosts, Despite The $400,000-Earner Pledge”

If Europe’s our role model for social insurance, then we should also consider how they fund it — broad-based higher taxes.

September 4, 2020 Jane the Actuary Retirement

Forbes post, “A Refresher Course On 401(k) and IRA Taxation – For Joe Biden’s Advisors, Too”

Because 401(k) and IRA taxation is not as straightforward as it appears.

October 19, 2019 Jane the Actuary Retirement

Forbes post, “How Has Pension Legislation Affected NHS Breast Cancer Treatment Wait Times? Some Odd News From The UK”

It’s a lesson in unintended consequences, which is relevant for health care, pensions, and, well, pretty much everything.

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