D.C. Pension Geeks

Carol Weiser - What Does Treasury Have on Tap for SECURE 2.0?

April 03, 2023 Carol Weiser Season 1 Episode 6
Carol Weiser - What Does Treasury Have on Tap for SECURE 2.0?
D.C. Pension Geeks
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D.C. Pension Geeks
Carol Weiser - What Does Treasury Have on Tap for SECURE 2.0?
Apr 03, 2023 Season 1 Episode 6
Carol Weiser

What is on the tax policy agenda for the Treasury Department, and what are its priorities? What about the technical correction in SECURE 2.0 needed for Roth catchup provisions?

And, more basically, how is a regulation born—the process for developing a regulation and the relative roles of the Treasury versus the IRS, specifically,  and its chief counsel? You would be surprised how few people understand this.

Thankfully, American Retirement Association CEO Brian Graff speaks with Carol Weiser, Benefits Tax Counsel for the Department of Treasury, to answer these questions and more.

Show Notes

What is on the tax policy agenda for the Treasury Department, and what are its priorities? What about the technical correction in SECURE 2.0 needed for Roth catchup provisions?

And, more basically, how is a regulation born—the process for developing a regulation and the relative roles of the Treasury versus the IRS, specifically,  and its chief counsel? You would be surprised how few people understand this.

Thankfully, American Retirement Association CEO Brian Graff speaks with Carol Weiser, Benefits Tax Counsel for the Department of Treasury, to answer these questions and more.