The Aspen Institute

A Congressional briefing discussing how the United States Treasury Department’s new and ongoing initiatives are leveraging the tax time moment to encourage, inform, and empower Americans to build their financial security.

 Panelist include:

Michael Barr

 Assistant Secretary for Financial Institutions

United States Treasury

 Mark Iwry

 Senior Advisor to the Secretary &

Deputy Assistant Secretary for Retirement and Health Policy

United States Treasury

 Peter Tufano

Sylvan C. Coleman Professor of Financial Management

Harvard Business School

 Robert Weinberger

 Former H&R Block Executive; Senior Fellow

The Aspen Institute Initiative on Financial Security

Panel experts will discuss and explore:

•  The Obama Administration’s proposed enhancement of the Saver’s Credit and establishment of Automatic IRAs, designed to help millions of American households build more robust retirement nest eggs;
• The Treasury’s recently announced pilot program opening low-cost, safe financial accounts for millions of Americans currently left out of the financial mainstream;
• The role that tax intermediaries can play at tax time in financial coaching, increasing savings, and the successful use of tax benefits;
• And recent tax incentives and product innovations designed to encourage savings, including the Administration’s program to facilitate bond sales at tax time.