Greased by lobbying and campaign cash, tax breaks for retirement savings are one thing Congress agrees on. But they also blow out the deficit and add to income inequality.

Five months before Congress faced a near-catastrophic standoff over the debt ceiling, with Republicans demanding restrictions to food and Medicaid programs to rein in spending, a bill that raised the cost of private retirement savings accounts to $282 billion per year was quietly signed into law.

In this era of deeply divided politics, the 2022 bill known as Secure 2.0 was hailed as a bipartisan success — a victory for average Americans. It had sailed through the House by a whopping 414-5 vote. It followed four other major bills passed between 1996 and 2019 that dramatically expanded taxpayer savings – all equally lauded as bipartisan victories.

But that rare issue that brought a divided Washington together also increased wealth disparities and the federal deficit. And the victory was most strongly applauded by the burgeoning financial services industry, for whom tax-advantaged retirement savings has transformed a $7 trillion retirement market in 1995 to a $38.4 trillion behemoth in 2023.

  • Flying Squid
    link
    179 months ago

    From where should I have gotten the money to invest in it?

    • @Xbeam
      link
      329 months ago

      If you work for a company that has a 401k then you need to sign up for it. If the company has a match percentage then that is the absolute minimum you should contribute. And when you are younger you should set it up as a Roth so you pay taxes on it now.

      This isn’t a thing you should do at a certain age. The younger you start the better. The money just comes out of your paycheck, same as taxes.

      • Flying Squid
        link
        129 months ago

        I do not work for a company that offers such a thing. And I never have.

        This is what I’m saying about assumptions.

        • @gorysubparbagel
          link
          319 months ago

          You can sign up for a Roth IRA then, there’s no need for anything from your employer to get one. As far as I recall there’s no minimum amount of money you need to put in at start.

          • @bhmnscmm
            link
            299 months ago

            I don’t know why you’re being down voted. I swear, some people would rather complain than make the smallest effort to help themselves. It’s good advice.

            Even very small contributions to a retirement account can make a big difference in old age.

          • @disguy_ovahea
            link
            169 months ago

            This is really good advice. There’s no minimum, but there is an annual maximum of $7K.

            • @yaaaaayPancakes
              link
              59 months ago

              If your employer doesn’t offer a 401k or similar plan, the IRA limits are actually higher.

            • @CoggyMcFee
              link
              139 months ago

              If you’re absolutely scraping by, where you can’t even spare a few bucks a week on something like this, then yeah, maybe you just can’t do it. But if you can spare even a tiny amount, then it’s wise to do that small amount starting as early in life as possible.

            • @AtariDump
              link
              119 months ago

              The money your earn for working.

              • @[email protected]
                link
                fedilink
                English
                -3
                edit-2
                9 months ago

                Yes, all the underpaid people having to choose between food and rent just need to not spend money on either so they can invest it.

                Yes, great insight!

                • @[email protected]
                  link
                  fedilink
                  English
                  59 months ago

                  You don’t need anyone to invest the money for you. You can get a free account, with free trades, and then just buy index funds.

                  Even 5 dollars a day can put you close to millionaire over a 40 years.

                  • @[email protected]
                    link
                    fedilink
                    English
                    09 months ago

                    I love that you assume people who can’t afford both rent and food have 5 bucks a day just laying around.

    • @Cosmonauticus
      link
      20
      edit-2
      9 months ago

      Well if you stopped buying frivolous items like GROCERIES you’d have plenty to invest. Then you could enjoy your retirement for a comfortable 3 years before going back to work

      • Flying Squid
        link
        39 months ago

        We were talking to my daughter about this just yesterday. It’s not even groceries. People think that if you spend $30 or $40 a month on things that make you and those you love happy, you’ll never save enough to make yourself marginally more comfortable in the last 10-20 years of your life (if you’re lucky) that will be uncomfortable no matter what.

        So I suppose maybe if I denied myself and my child every pleasure in life, sure, I could put money in a 401(k). That is not something I would do and I certainly do not think it’s a good lesson to teach a child. I’m sure someone will call that some sort of “live for today” or YOLO attitude rather than not giving your child the most miserable childhood you can.

        • @ampersandrew
          link
          English
          189 months ago

          So I suppose maybe if I denied myself and my child every pleasure in life, sure, I could put money in a 401(k).

          But that’s unproductive hyperbole. Not every pleasure in life costs money, and lots of things you spend money on can be optimized. And even after doing that, if you still feel too squeezed, it might be worth considering a career change and a plan for how to get there.

          • Flying Squid
            link
            -59 months ago

            It might be unproductive hyperbole, but I’ve been told that exact same thing more than once right here on Lemmy.

            • @QuarterSwede
              link
              169 months ago

              Sounds like you have an axe to grind. Sorry life has been hard for you friend. Hope it gets better. Hang in there.

        • @[email protected]
          link
          fedilink
          English
          159 months ago

          You were telling your daughter that you’re spending $30/mo on her to make her happy instead of saving it for your old age? I don’t know how you communicated that, but on the surface that does not sound like a healthy thing to tell a child.

          If you’re worried about providing your daughter a fulfilling childhood, maybe also consider prioritizing time with her? You spend a lot of time on Lemmy dude, is that time you could be spending with her? Or are you on your phone a lot when you’re with her?

          • Flying Squid
            link
            -49 months ago

            Do you think that maybe you don’t pay attention to what actual times of day I’m on Lemmy vs. when I’m not on Lemmy and think that maybe I spend those times with my family?

            I’m here a lot because I’m currently very sick (I recently got back from the Mayo Clinic). I suppose that’s my fault?

            • @[email protected]
              link
              fedilink
              English
              69 months ago

              No, I’ve never paid attention to when you’re online, I just see you average 100 comments and posts per day. I still think telling your daughter that you’re spending $30/month on her instead of saving for retirement is not healthy.

              • Flying Squid
                link
                0
                edit-2
                9 months ago

                I know a lot of people taking care of their elderly parents. I have yet to meet one who says they regretted their parents buying them toys. Do you know any?

                Also, as I already said, I am on Lemmy a lot because I am very sick and have nothing else to do most of the time.

                • @[email protected]
                  link
                  fedilink
                  English
                  29 months ago

                  You’re misunderstanding my point. I’m saying it’s not healthy to tell your young child explicitly that you’re making this choice between buying them a toy or saving for retirement. This conversation started with you saying you just had that conversation with your daughter yesterday.

                  • Flying Squid
                    link
                    -39 months ago

                    Do you think the conversation was literally “I’m making a choice between buying you this toy and saving for retirement?” For one thing, she’s almost 14.

                • @Cryophilia
                  link
                  09 months ago

                  I know a lot of people taking care of their elderly parents. I have yet to meet one who says they regretted their parents buying them toys. Do you know any?

                  Raises hand

                  Hello, I’m now paying out the ass for my parents not to starve in their old age. We were poor as shit growing up, but I know my parents never had a written budget and they could have made better financial choices. I’d still be supporting them but it wouldn’t be as painful.

                  Every dollar spent on Christmas gifts that we forgot about a month later could have been a dollar invested in their retirement. I wish we’d decided as a family to not partake in gift exchanges and instead spend more time with each other. I wish my siblings and I had been encouraged to start working as teenagers to contribute to the family budget.

                  Most of all, I wish we’d had a clear financial plan as a family. I didn’t figure out finances until my early 20s. The value of saving is something that should be taught at a young age.

        • @[email protected]
          link
          fedilink
          119 months ago

          I promise you, if you put that $30/month into your own IRA, you’ll make her a lot happier when she doesn’t have to support you when she’s grown up.

          The problem isn’t spending a little to make you or your family happy, it’s spending for consumable things today, that’s going to put you at a huge disadvantage later.

          I get it, I have two kids, it’s fucking expensive. But you know what’s even more expensive? Taking care of old people.

          • nickwitha_k (he/him)
            link
            fedilink
            29 months ago

            put that $30/month into your own IRA, you’ll make her a lot happier when she doesn’t have to support you when she’s grown up.

            Unfortunately, with all of the price-gouging that’s been happening, $30/mo is nothing. It probably is now productive being spent. Even with compounding interest, that is going to result in enough funds to retire as an expat in a developing nation with an exceptional exchange rate and likely next to no end of life care, supposing that the investment firm that is profiting off of pensions being extinct does exceedingly well.

            I also like to suggest saving anything that one can but noone is going to be able to realistically be able survive on that, unless there are significant socio-economic changes. It’s a “pie in the sky when you die” situation.

          • Flying Squid
            link
            -8
            edit-2
            9 months ago

            “I know you want that doll, honey, but I’ve put the money for it into an IRA and it will make you a lot happier when you don’t have to support me when you’re grown up.” You do you with your kids, I’m going to get mine things that will make her happy.

            And she already knows she has no obligation to support me. I’ve made that clear to her.

            • @[email protected]
              link
              fedilink
              11
              edit-2
              9 months ago

              Do you really think she’s just going to let you starve and live on the street?

              And yes, that’s exactly what you say. Funny how it’s not things that make kids happy, it’s spending time with them. Reading to my daughter her favorite book for the 1000th time is much more enjoyable than just buying her a new doll.

              It’s also a great lesson in short term happiness vs long term happiness.

              • Flying Squid
                link
                -129 months ago

                You bought her a book? When you could have put that money in a Roth IRA?

                You’re clearly an abusive parent!

                • @[email protected]
                  link
                  fedilink
                  119 months ago

                  Stop being obtuse. You know what he means.

                  Also, libraries are great for kids to choose their own books. You just assumed he spent money on a book instead of time taking his kid to the library. It’s true, kids don’t care about money. They care about time you spend with them.

                  • Flying Squid
                    link
                    -59 months ago

                    True, I did assume that someone who claims to have read the same book to their child 1000 times did not get it from the library.

                • @ripcord
                  link
                  4
                  edit-2
                  9 months ago

                  You’re saying you only have enough extra money each month for either a children’s book, OR that book’s value in retirement savings?

                  And assuming that’s their life situation as well?

                  • Flying Squid
                    link
                    -19 months ago

                    I’m the one being told that it’s either buy a child a toy or invest in retirement.

        • @Cryophilia
          link
          79 months ago

          So I suppose maybe if I denied myself and my child every pleasure in life, sure, I could put money in a 401(k). That is not something I would do and I certainly do not think it’s a good lesson to teach a child.

          I think that’s an excellent lesson to teach a child.

          Poverty sucks. Try to get out of it. Deny consumerism, save your money.

      • Flying Squid
        link
        -79 months ago

        That doesn’t sound like enough to retire on.

        • @bhmnscmm
          link
          189 months ago

          Fine, then think of it as free money to supplement your income with when you’re 60+.

        • @massacre
          link
          English
          6
          edit-2
          9 months ago

          You would be wrong. Compounding is an absolute beast. It’s nearly a Million. Let’s say you are 25 and just starting out. You manage to put in $1000 a year and get the $1000 credit. Let’s say you do this exact same thing until you are 65. You invest it in the S&P500 Index which historically returns ~10% annually

          Balance at 65: $929,444

          Total contributions: $80,000

          Employee contributions: $80,000

          Employer match: $0

          Investment returns: $849,444

          • Flying Squid
            link
            29 months ago

            If only I had an extra $1000 a year.

          • @[email protected]
            link
            fedilink
            English
            29 months ago

            I’d be willing to bet that medical bills at the generally accepted “retirement age” will eat through most of that inside of 5-10 years. A retirement home even faster.

            “Millionaire” doesn’t mean what it used to.

      • Flying Squid
        link
        19 months ago

        Well excuse me for not being the success you are. Fucking poor people not pulling themselves up by their bootstraps, am I right?

        • @Xbeam
          link
          129 months ago

          No. It’s the exact opposite. It’s your company not putting in the minimum to support it’s employees.

          • Flying Squid
            link
            09 months ago

            Welcome to a life in the entertainment industry. In behind-the-scenes roles that didn’t even have unions until recently in some cases and were usually contract positions anyway. And then a series of low-end jobs after that because I moved back to Indiana where I was from because there are no entertainment industry jobs here.

            What can I say? I haven’t been a success.

            • @[email protected]
              link
              fedilink
              99 months ago

              Hey, I see you a lot on here, and from one of your other comments in this thread I can see why I might see you more often.

              You were probably being sarcastic with that success comment, but just in case you weren’t… Success isn’t a single definition, and I hope you don’t dwell on the cookie cutter model of “success” too much. Be the absolute best you can be for yourself and those you love, that’s success too.

              I hope there’s a positive outlook for you healthwise. And despite there being some short sighted shit birds, there’s also some good folk on Lemmy/fedi, and I think you’re one of em. Hang in there comrade.

              • Flying Squid
                link
                49 months ago

                Thank you. To be fair, I meant financial success. I think I’m a success in other ways, such as being a parent. But I appreciate it.

                • @[email protected]
                  link
                  fedilink
                  59 months ago

                  Financial success is such a huge thing for everyone, I’m glad you see it isn’t everything. I also meant the other things, you seem like a good dude.