Aspen is a place for leaders to lift their sights above the possessions which possess them. To confront their own nature as human beings, to regain control over their own humanity by becoming more self-aware, more self-correcting, and hence more self-fulfilling.

Walter P. Paepcke, Aspen Institute Co-Founder
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Tax Incentives

Modernizing Tax Incentives for Employer-Provided Educational Assistance: Can Section 127 Help Prepare Workers for the Future of Work?

The tax exclusion for employer-provided educational assistance, located in Section 127 of the tax code, is one tool that allows employers to support their employees’ pursuit of education.

Scratch That: Why Arguments of Broken Retirement System Are Misguided

What if you were given the task of designing a retirement system from scratch?

The State of American Retirement and Tax Incentives

The Financial Security Program spoke with economist Monique Morrissey of the Economic Policy Institute about the state of American retirement and the role of tax incentives.

Increasing Retirement Saving: Reforming Tax Incentives and an All-of-the-Above Approach

Numerous studies find that millions of Americans are under-saving for retirement, and psychology and behavioral economics have taught us that there are well-understood problems in decision-making that can cause people to not put enough away for retirement and other needs. The question is how to correct these failures and avoid the considerable hardship that can come with not having enough savings.

The Saver’s Credit: A Case Study About a Little-Known Tax Credit That Pays to Save for Retirement

It’s hard to imagine that there’s a tax credit that can lower a taxpayer’s bill if he or she saves for retirement in a tax-favored retirement account. This may sound to be too good to be true. But it is true. The IRS has a tax credit that pays people to save for retirement.