Materials referenced in the podcast
Justin Elliott, Patricia Callahan, and James Bandler. Lord of the Roths: How tech mogul Peter Thiel turned a retirement account for the middle class into a $5B tax-free piggy bank, ProPublica, 24 June 2021
Chetty et al. Subsidies vs. Nudges: Which Policies Increase Savings the Most? Center for Retirement Research, March 2013
Jack Caporal. Average retirement savings in the US: $65,000. The Motley Fool, 20 July 2021.
David Mitchell and John Sebelhaus. Policy prescriptions for the flawed and unequal retirement savings systems that perpetuate U.S. economic inequality. The Washington Center for Economic Growth, 7 October 2020.
Justin Elliott, Patricia Callahan, and James Bandler. The ultrawealthy have hijacked Roth IRAs. The Senate Finance Chair is eyeing a crackdown, ProPublica, 25 June 2021
James Bandler, Patricia Callahan, Justin Elliott. Campaign to rein in mega IRA tax shelters gains steam in Congress following ProPublica report. ProPublica, 7 July 2021.