PPI Reports on Tax and Budget
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The Earned Income Tax Credit and Older Workers
A proposal to eliminate the age limits that prevent workers over age 64 or under 25 from qualifying for the earned income tax credit is examined in this Public Policy Institute Insight on the Issues by Janet McCubbin. (5 pages)
January 12, 2009
By: Janet McCubbin, AARP Public Policy Institute | Source: AARP Public Policy Institute
The Saver's Credit: What Does it Do For Saving?
The Retirement Savings Contribution Credit, or “saver’s credit” has great potential to effectively target a retirement savings tax incentive to low- and middle-income taxpayers, including a substantial number of filers over age 50, according to this AARP Public Policy Institute paper by Lisa Southworth and John Gist. (8 pages)
February 22, 2008
By: Lisa Southworth, AARP Public Policy Institute; John Gist, AARP Public Policy Institute | Source: AARP Public Policy Institute
Spending Entitlements and Tax Entitlements
Comparing entitlement benefits, such as Social Security and Medicare, with tax benefits, such as the mortgage interest deduction, this AARP Public Policy Institute Issue Paper by John Gist finds that the latter are skewed toward those with higher incomes, and that a majority of combined spending and tax entitlements flow to those under age 65. (18 pages)
May 23, 2007
By: John Gist, AARP Public Policy Institute | Source: AARP Public Policy Institute
In Brief: State and Local Property Tax Burdens in 2005
A succinct summary of the similarly titled AARP Public Policy Institute Issue Paper in which David Baer uses data from the 2005 American Community Survey to provide estimates of how residential property tax burdens for all 50 states and the District of Columbia affect all homeowners, homeowners under age 65, and homeowners age 65 and older. (2 pages)
May 14, 2007
By: David Baer, AARP Public Policy Institute | Source: AARP Public Policy Institute
State and Local Property Tax Burdens in 2005
Using data from the 2005 American Community Survey, this AARP Public Policy Institute Issue Paper by David Baer provides estimates of how residential property tax burdens for all 50 states and the District of Columbia affect three groups: all homeowners, homeowners under age 65, and homeowners age 65 and older. (39 pages)
May 14, 2007
By: David Baer, AARP Public Policy Institute | Source: AARP Public Policy Institute
Population Aging, Entitlement Growth, and the Economy
The “graying” of America has alarmed many experts who foresee the future cost of federal health and retirement programs creating huge federal deficits and jeopardizing long-term economic growth. In this AARP Public Policy Institute Issue Paper, John Gist examines what can be done to sustain the economic security of our aging population while maintaining a healthy economy. (64 pages)
January 19, 2007
By: John Gist, AARP Public Policy Institute | Source: AARP Public Policy Institute
In Brief: Population Aging, Entitlement Growth, and the Economy
A succinct summary of the similarly titled AARP Public Policy Institute Issue Paper in which John Gist examines the fiscal effects of America’s demographic transformation, whether the U.S. can afford its aging society, and what can be done to sustain the economic security of an aging population while maintaining a healthy economy. (2 pages)
January 23, 2007
By: John Gist, AARP Public Policy Institute | Source: AARP Public Policy Institute
Extending Preferences for Dividends and Capital Gains: Who Gains the Most?
Congress is considering extending for two more years existing legislation which provides that dividends and capital gains be taxed at preferential rates. In this AARP Public Policy Institute Data Digest, John Gist examines the extent to which the age 50+ population would benefit from this provision, how the benefits would be distributed, and the provision’s effect on the budget deficit. (6 pages)
March 14, 2006
By: John Gist, AARP Public Policy Institute | Source: AARP Public Policy Institute
Budget Surpluses (Deficits) and the Federal Debt: How Are They Linked?
The relationship between federal debt and budget deficits or surpluses is explained from an accounting perspective in this AARP Public Policy Institute Data Digest by Jules Lichtenstein and Satyendra Verma. Special attention is given to the role of the Social Security trust funds in government accounting procedures as well as budget and debt policy. (4 pages)
February 1, 2005
By: Satyendra Verma, AARP Public Policy Institute; Jules Lichtenstein, AARP Public Policy Institute;
In Brief: State Programs and Practices for Reducing Residential Property Taxes
A short summary of the AARP Public Policy Institute Issue Paper in which David Baer explains how state laws, practices, and programs reduce property taxes for residential homeowners (owner-occupied households) and renters. (2 pages)
May 1, 2003
By: David Baer, AARP Public Policy Institute | Source: AARP Public Policy Institute
Solutions Forums
Saving Jobs in A Recession: How Work Sharing Can Help
Seventeen states have programs that use unemployment funds to keep workers on the job with reduced hours. Learn how federal and state policy can better promote these work-sharing programs--and how several European nations have implemented work-sharing.
The Auto IRA: Strategies for Successful Implementation
Experts from the US and abroad discussed how an Auto-IRA can improve retirement security; lessons from similar programs in New Zealand and the UK; and how the Auto-IRA can work well for workers, small business and the financial industry.
Protecting Your Home, Car and Investment Savings: How to Stop Financial Fraud
How fraud impacts financial security, especially for older Americans—and discussion of policy options for combating mortgage, auto sales and investment scams. Luncheon speaker SEC Chairman Mary Schapiro discussed the Commission’s priorities on financial fraud.
Getting it Right: Smart Housing and Transportation Planning for Livable Communities
This forum featured release of new research on preserving subsidized housing near transit and discussion of how to coordinate housing, transportation and land use policy to develop livable communities.
What Happened to My Social Security COLA?
Why no COLA is expected for 2010 and how this affects individuals and the states. Panelists include experts from the Social Security Administration, AARP, the National Governors Association and the Kaiser Family Foundation.
A New Look at Making Financial Decisions for Retirement
PPI released a series of new reports offering a fresh look at financial decisions related to retirement. Experts examined why many people make poor choices and explore how to improve the options available to retirees.
Fixing Chronic Care in America
National experts discussed problems facing millions of Americans with multiple chronic conditions, and explored potential solutions highlighted in a new PPI publication, Chronic Care: a Call to Action for Health Reform and in a new video Faces of Chronic Care.
AARP Public Policies
Learn about the policy development process at AARP. For a complete guide to AARP's positions on public issues, see The Policy Book, AARP Public Policies 2009-2010.
Center to Champion Nursing in America
The Center to Champion Nursing in America seeks to ensure Americans have the highly skilled nurses we need to provide affordable, quality health care. The Center serves as a consumer-driven, national force to increase the nation’s capacity to educate and retain nurses.
