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Gary Koenig

Gary Koenig, MA, is interim senior vice president and director, AARP Public Policy Institute and vice president of financial security. His areas of expertise include Social Security, retirement savings, older Americans economic wellbeing, and tax and budget policy. Read his full biography.
New AARP research finds that about half of American working adults, or about 56 million people, lack access to a payroll-deduction workplace retirement savings plan, making it much more difficult for them to save for retirement. Small business employees, workers with low-to-moderate earnings, and…
As the Financial Security Trend Survey shows, the important role of policy – both public and private – are key components to improving financial health.
The Senate Finance Committee (SFC) recently passed its tax reform proposal — the “Tax Cuts and Jobs Act.” This bill, like the House-passed tax legislation, warrants the attention of older Americans. Not only because it increases taxes on some taxpayers 65+, but also because it would trigger rules…
If you’ve been following the twists and turns of the ongoing tax reform efforts moving along in Washington, you’ve likely noticed proponents often repeating a particular theme: tax cuts for middle-class Americans. But tax policy is rarely simple, and it is important to look beyond the headlines to…
The tax reform bill (HR 1, the “Tax Cut and Jobs Act”) recently introduced in the House of Representatives makes a number of substantial changes to the tax system, including eliminating the itemized deduction for high medical expenses. The stated goals of such changes are to make the tax system…
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