What is IRI's position on preserving tax-deferred savings?

IRI believes in maintaining and augmenting the current tax treatment of retirement savings.

  • Maintain tax-deferred treatment for retirement savings
  • Protect the current structure and diversity of workplace retirement plans
  • Provide favorable tax treatment for guaranteed lifetime income
  • Enhance the start-up tax credit to encourage small businesses to establish workplace plans
  • Allow penalty-free withdrawals from retirement accounts as relief from natural disasters
  • Create opportunities for the use of innovative financing mechanisms to support rebuilding our nation’s infrastructure
  • Simplify the IRC §199a deduction application to financial professionals
  • Examine opportunities to make long-term care insurance more tax-advantaged, affordable, and accessible

IRI's Federal Retirement Security Blueprint

The Federal Retirement Security Blueprint includes common-sense, bipartisan policies to help our nation's workers and retirees achieve economic equity by strengthening their financial security and protecting their income to sustain them throughout their retirement years.

For More Government Affairs Information

For more information about IRI's position on the above areas, or for more specific Bills that we support, please contact Government Affairs.