Aspen Institute Publications

Aspen Institute publications are listed below. Many are available for purchase through Google Checkout, a secure system for handling credit card transaction online. For assistance with ordering publications, please contact our Publications office by email or by phone at (410) 820.5326. Please note: Orders are shipped two times a week from our warehouse in Queenstown, MD, on the Eastern Shore.

Comment Letter: Process for Transferring myRA Account Balances to Private Sector Roth IRAs

October 23, 2015

On October 23, 2015, Aspen FSP submitted public comments to the U.S. Treasury Department regarding the myRA program, a no-fee retirement account invested in savings bonds and available to all Americans. Specifically, Aspen FSP provided feedback on how best to transfer myRA account balances to private sector Roth IRAs in the event that the myRA saver reaches the Transfer Threshold of $15,000 or 30 years...

2014 Financial Security Summit: Rapporteur's Report

Colby Farber
November 5, 2014

The 2014 Financial Security Summit examined how policymakers, the financial services industry, advocates, and academics can advance new policies and products to make it easier for households to build financial security and to reinvigorate the American Dream. 

Another Penny Saved: The Economic Benefit of Higher US Household Saving

June 24, 2014

On June 24, 2014, IFS Executive Director Lisa Mensah joined thought leaders from AARP, Putnam Investments, Oxford Economics, and LPL Financial to announce the release of a major research initiative undertaken by Oxford Economics, a leading economic consultancy, and co-sponsored by the Aspen Institute Initiative on Financial Security. Entitled Another Penny Saved: The Economic Benefit of Higher US...

Child Trust Funds: Renewing the Debate for Long-Term Savings Policies

William Zichawo, Colby Farber, Lisa Mensah
March 4, 2014

As policymakers examine the tax code and reevaluate our nation's priorities to promote economic security for households, children's savings accounts are one answer to the question of how families can invest in their futures and reinvigorate the American Dream. The power of child savings is that for a modest cost - starting each child with an account seeded with $500 - the lifelong positive impacts are...

2013 Financial Security Summit Report

Colby Farber
July 20, 2013

Smart savings policies belong in a pro-growth agenda and can be pursued through modest investments or targeted reforms that policymakers should champion and implement.  Industry leaders, consumer advocates, and households around the country acknowledge that the urgency to enact policies now that improve financial security does not just apply to lower-income Americans;...

Aspen IFS Testimony to Pensions/Retirement Working Group

April 10, 2013

As the House Ways and Means Committe embarks on a comprehensive examination of the tax code, Aspen IFS puts forward that a tax reform moment offers the opportunity to enhance retirement security for all American households. 

An Assets Agenda for an American Future: Building Our Financial Security on a Solid Rock

Lisa Mensah
September 19, 2012

Lisa Mensah, Executive Director of the Aspen Institute Initiative on Financial Security (Aspen IFS), delivered a keynote address at the CFED Asset Learning Conference on September 19, 2012.  Mensah's remarks addressed strengthening our country's financial security foundation and the importance of the assets field.  

2012 Financial Security Summit Report

Colby Farber
August 1, 2012

The 2012 Aspen Institute Financial Security Summit was an exclusive gathering of top business leaders, experts, advocates, and media. The Summit advanced the dialogue on the public and private solutions that build more savings and wealth in American households, strengthen middle-class opportunity, and improve the economic future of the country.  


The Freedom Savings Credit: A Practical Step to Build Americans' Household Balance Sheets

Lisa Mensah, Raymond O'Mara III, Colby Farber, Robert Weinberger
February 17, 2012

Building Americans' household balance sheets should start with making savings and asset-building incentives more efficient and equitable. Although millions of working Americans currently receive little or no tax incentive to save, modest reforms to our tax code have the potential to dramatically improve their financial futures. The Aspen Institute on Financial Security (Aspen IFS) proposes the ...

Social Security: The House that Roosevelt Built

Pamela Perun, Patricia Dilley
July 28, 2011

Critics of the Social Security program are fond of labeling the Social Security trust fund as a fiction, claiming that the program is bankrupt, or disparaging the program’s legal basis as ephemeral and subject to the whims of Congress.  This brief sets the record straight on Social Security.  This paper demonstrates that Social Security is not an income transfer program from the young to the old,...