Retirement Fairness Act

12/31/2024, 1:53 AM
Read twice and referred to the Committee on Finance.
Bill 118 s 5422, also known as the Retirement Savings Fairness Act, aims to make changes to the Internal Revenue Code of 1986 in order to address retirement plans with large account balances. The bill proposes to establish a contribution limit for individuals with high account balances in their retirement plans, in order to prevent excessive tax benefits for those individuals.

Additionally, the bill seeks to increase the minimum distribution requirements for retirement plans with large account balances. This would ensure that individuals with substantial retirement savings are required to withdraw a minimum amount each year, in order to prevent the accumulation of excessive wealth in these accounts.

Overall, the Retirement Savings Fairness Act aims to promote fairness and equity in the tax treatment of retirement savings, by addressing the issue of large account balances in retirement plans. The bill is currently under consideration in the US Congress, and if passed, would have implications for individuals with significant retirement savings.
Congress
118

Number
S - 5422

Introduced on
2024-12-04

# Amendments
0

Sponsors
+5

Variations and Revisions

12/4/2024

Status of Legislation

Bill Introduced
Introduced to House
House to Vote
Introduced to Senate
Senate to Vote

Purpose and Summary

Read twice and referred to the Committee on Finance.
Bill 118 s 5422, also known as the Retirement Savings Fairness Act, aims to make changes to the Internal Revenue Code of 1986 in order to address retirement plans with large account balances. The bill proposes to establish a contribution limit for individuals with high account balances in their retirement plans, in order to prevent excessive tax benefits for those individuals.

Additionally, the bill seeks to increase the minimum distribution requirements for retirement plans with large account balances. This would ensure that individuals with substantial retirement savings are required to withdraw a minimum amount each year, in order to prevent the accumulation of excessive wealth in these accounts.

Overall, the Retirement Savings Fairness Act aims to promote fairness and equity in the tax treatment of retirement savings, by addressing the issue of large account balances in retirement plans. The bill is currently under consideration in the US Congress, and if passed, would have implications for individuals with significant retirement savings.
Alternative Names
Official Title as IntroducedA bill to amend the Internal Revenue Code of 1986 to provide a contribution limit and increased minimum distributions for certain retirement plans with large account balances.

Comments

APPROVED
KK
Kailani Kaplan
@tomato_tamarind_yuzu19678
I think this bill is good for retirement plans. It helps with big account balances. But, how does it affect my taxes?

Recent Activity

Latest Action12/4/2024
Read twice and referred to the Committee on Finance.