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
State Handbook of Economic, Demographic, and Fiscal Indicators 2008
Up-to-date state-level data on population, poverty rates, per capita state personal income, state tax rates, property tax relief programs, and state and local government revenues and spending programs are provided in this seventh edition of AARP Public Policy Institute’s easy-to-use, biennial reference book by David Baer. (462 pages)
April 28, 2008
By: David Baer, 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
State Taxation of Social Security and Pensions in 2006
State taxation of retirement income can add a significant amount to the total tax burden of older Americans. In this AARP Public Policy Institute Issue Brief, David Baer summarizes state personal income tax treatment of Social Security benefits and pension income for tax year 2006. (16 pages)
November 30, 2007
By: David Baer, 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
Low-Income Housing Tax Credits: Helping Meet the Demand for Affordable Rental Housing
The Low-Income Housing Tax Credit is the federal government’s primary vehicle for producing affordable rental housing. This AARP Public Policy Institute Fact Sheet by Kim Bright explains how the program works, highlights project characteristics, and discusses older renters in the program. (2 pages)
March 22, 2006
By: Kim Bright, AARP Public Policy Institute | Source: AARP Public Policy Institute
Solutions Forums
Saving Jobs in A Recession: How Work Sharing Can Help
JOIN US!! December 11, 2009
Seventeen states have programs that use unemployment funds to keep workers on the job with reduced hours. Join us for a discussion of how federal and state policy can better promote these work-sharing programs--and learn what European nations are doing as well.
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.
