D.C. Pension Geeks
Welcome to DC Pension Geeks, a conversation with top retirement-related policymakers and regulators in and around Washington. Hosted by Brian Graff, an attorney, accountant, former Capitol Hill staffer, and now CEO of the American Retirement Association, it’s an inside view of the ups and downs, ins and outs and sometimes surprising turns Washington takes on the road to ensuring a secure retirement for millions of hard-working Americans.
D.C. Pension Geeks
Carol Weiser - What Does Treasury Have on Tap for SECURE 2.0?
What is on the tax policy agenda for the Treasury Department, and what are its priorities? What about the technical correction in SECURE 2.0 needed for Roth catchup provisions?
And, more basically, how is a regulation born—the process for developing a regulation and the relative roles of the Treasury versus the IRS, specifically, and its chief counsel? You would be surprised how few people understand this.
Thankfully, American Retirement Association CEO Brian Graff speaks with Carol Weiser, Benefits Tax Counsel for the Department of Treasury, to answer these questions and more.