DOTT - Treasury - Documents

1970s

  • 1976 - DOTT - Report - Study of Pension Plan Terminations, 1974, Department of the Treasury - 71p
  • 1977 - DOTT - Report - Blueprints for Basic Tax Reform, Department of the Treasury - 243p

1980s

  • 1983 0510, 0511 and 0728 - GOV (House) - Tax Treatment of Life Insurance - [PDF-991p-GooglePlay,
    • DOTT - Testimony - John E. Chapoton, Assistant Secretary for Tax Policy, Department of the Treasury
      • I am pleased to have the opportunity this morning to present the Treasury Department's views on the taxation of life insurance companies and their policyholders.
    • Subcommittee on Select Revenue Measures of the Committee on Ways and Means
  • 1984 01 - DOTT - Report - The Taxation of Income Flowing Through Life Insurance Companies, Thomas Neubig and Eugene Steuerle, U.S. Treasury Department, OTA Paper 53, January 1984 - 80p
  • 1984 11 - DOTT - Report - Tax Reform for Fairness, Simplicity, and Economic Growth - The Treasury Department Report to the President, Volume 1 - 275p
    • (p134) - In order to make the taxation of income flowing through financial institutions more neutral, the Treasury Department proposes that the exclusion of the inside buildup in life insurance be repealed and that annuity interest income be subject to current taxation.
    • Taxpayers will be allowed to treat the savings portion of life insurance premiums as deposits in an individual retirement account (IRA), subject to the overall IRA limitations.
    • Income earned on these savings will be tax exempt until withdrawn from the IRA.
    • Individuals would buy life insurance and annuity policies for the primary purpose of protecting against premature death or longevity, rather than as a tax shelter.
  • 1989 - Report - DOTT - Final Report to the Congress on Life Insurance Company Taxation, Department of the Treasury - 580p
  • 1991 - DOTT - Modernizing The Financial System Recommendations For Safer, More Competitive Banks, Department of the Treasury - 781p
  • 1993 - DOTT - Report to The Congress on Fraternal Benefit Societies , Department of the Treasury - 94p

2000s

  • 2001 - DOTT - Report - Comparing Credit Unions With Other Depository Institutions, Department of the Treasury - 69p
  • 2006 0803 - DOTT - Testimony - Remarks of David G. Nason Deputy Assistant Secretary, Financial Institutions Policy U.S. Department of the Treasury Before the National Organization of Life and Health Insurance (NOLHGA), , Department of the Treasury - [link]

  • 2008 03 - DOTT - Report - Blueprint for a Modernized Financial Regulatory Structure, Hank Paulson, , Department of the Treasury - 212p

  • 2009 06 - DOTT - Report - Financial Regulatory Reform, A New Foundation: Rebuilding Financial Supervision and Regulation, Tim Geithner, Department of the Treasury - 93p-GooglePlay]

2010s

  • 2017 - DOTT - Report - A Financial System That Creates Economic Opportunities Capital Markets, Department of the Treasury - 232p
  • 2017 10 - DOTT - Report - A Financial System That Creates Economic Opportunities: Asset Management and Insurance, Department of the Treasury - 176p
  • 2018 - DOTT - Report - A Financial System That Creates Economic Opportunities Nonbank Financials, Fintech, and Innovation, Department of the Treasury - 222p

2020s

  • 2020 12 - FRB / DOTT - Report - Report to the Congress: Efforts of the U.S. Department of the Treasury and the Board of Governors of the Federal Reserve System with Respect to Global Insurance Regulatory or Supervisory Forums in 2019, Federal Reserve and Department of the Treasury - 23p