Diane
“After the cliff: Roths, munis, diversification,” a post on the
Wall Street Journal’s MarketWatch
blog, offers insight from NAIFA Vice President of Federal Government
Relations Diane Boyle on how tax reform in 2013 may impact retirees and those
now saving for retirement.
Diane Boyle
Boyle told the Journal that “retirees and those saving for retirement need to prepare for entitlement reform that could include, potentially, greater Medicare means-testing, an increase in the Medicare eligibility age (phased in over a long time, perhaps 20 years), and a change in the way cost-of-living adjustments are calculated for Social Security benefits (for inflation-adjusted tax rules, too)—the use of the so-called chained CPI.”
- Read the entire MarketWatch post here
- More information from NAIFA on tax reform
- NAIFA video on the history of taxes and life insurance
NAIFA members will meet in Washington in April for NAIFA's Congressional Conference, a grassroots lobbying event that will focus on tax reform and educating lawmakers on the importance of life insurance products.
Registration for the Congressional Conference is open.