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Taxing S Corporations like C Corporations

May 28th – Event Invitation: Live Discussion with Andy Whitten Hosted by the Savings and Retirement Foundation Date: Wednesday, May 28, 2025Time: 12:00 PM ETLocation:[…]

Beyond Zombie Rule: Reclaiming Fiscal Sanity in a Broken Congress

April 30th – Event Invitation: Live Discussion with Eugene Steuerle Hosted by the Savings and Retirement Foundation Date: Wednesday, April 30, 2025Time: 12:00 PM ETLocation:[…]

2024 Winner: Steve Rose

Stephen Rose is a nonresident fellow at the Urban Institute and a nationally recognized labor economist with over 35 years of experience researching the intersections[…]

2023 Winner: Max Ghenis

Max Ghenis is a policy entrepreneur, technologist, and economist dedicated to advancing public policy through open-source research and software development. He is the co-founder and[…]

2022 Winner: Nadia Karamcheva

Paper: The Effect of Employer Matching and Defaults on Workers’ TSP Savings Behavior Nadia Karamcheva is an economist at the Congressional Budget Office in Washington[…]

The Impact of Pharmacy Benefit Managers on Prescription Drug Prices for Retirees

The Savings and Retirement Foundation Invites you to a Lunch Discussion: The Impact of Pharmacy Benefit Managers onPrescription Drug Prices for Retirees Thursday, July 14,[…]

David John: Preserving Retirement Savings

Joins us for a Zoom Presentation by David John Senior Strategic Policy AdvisorAARP  Who will speak about  Preserving Retirement Savings in Small Accounts Via Zoom: https://us02web.zoom.us/j/6280242389[…]

Are ETFs Driving Market Volatility?

In Barron’s, James Allen, head of Capital Markets Policy at CFA Institute, explores a pressing question that emerged during the COVID-era market crisis: Are exchange-traded[…]

Investors Getting More Transparency On Company Audits

In a compelling analysis published by Nasdaq.com, James Allen, head of Capital Markets Policy at CFA Institute, revisits one of the most urgent financial stability[…]

Trump’s order against fiduciary rule a step backward

In The Hill, James Allen of CFA Institute makes a powerful case for preserving the Department of Labor’s fiduciary rule — a reform aimed at[…]