Tap any paragraph to write a margin note. Your notes collect in the Desk below the text and file under cases with @. The side-by-side margin rail opens on a larger screen.

Code · BILL · 114th Congress · H.R. 3264 (Introduced in House) — To amend the Internal Revenue Code of 1986 to expand the Saver’s credit, and for other purposes. · Sec. 3

Sec. 3. Retirement contributions and savings disregarded for certain means-tested programs

510 words·~2 min read·/bill/114/hr/3264/ih/section-3

A research copy — for the controlling text, always check the official state or federal source. Not legal advice.

Section 408(a) of the Social Security Act ( 42 U.S.C. 608(a) ) is amended by adding at the end the following: In determining the eligibility of an individual for assistance, or the amount of assistance payable to an individual, under a State program funded under this part, the State shall disregard any amount contributed by the individual to, and the value of— any funds in a plan, contract, or account, described in sections 401(a), 403(a), 403(b), 408, 408A, 457(b), and 501(c)(18) of the Internal Revenue Code of 1986 and any funds in a Federal Thrift Savings Plan account as provided in section 8439 of title 5, United States Code; any retirement program or account included in any successor or similar provision that may be enacted and determined to be exempt from tax under the Internal Revenue Code of 1986; and any other retirement plans, contracts, or accounts (as determined by the Secretary of Health and Human Services). .
Section 1612(b) of such Act ( 42 U.S.C. 1382a(b) ) is amended— by striking ; and at the end of paragraph (25); by striking the period at the end of paragraph
(26)and inserting ; and ; and by adding at the end the following: any amount received by the individual, to the extent that the amount is contributed by the individual to a program, plan, contract, or account referred to in section 1613(a). . Section 1613(a) of such Act ( 42 U.S.C. 1382b(a) ) is amended— by striking ; and at the end of paragraph (16); by striking the period at the end of paragraph
(17)and inserting ; and ; and by adding at the end the following: any funds in a plan, contract, or account, described in sections 401(a), 403(a), 403(b), 408, 408A, 457(b), and 501(c)(18) of the Internal Revenue Code of 1986 and any funds in a Federal Thrift Savings Plan account as provided in section 8439 of title 5, United States Code; any retirement program or account included in any successor or similar provision that may be enacted and determined to be exempt from tax under the Internal Revenue Code of 1986; and any other retirement plans, contracts, or accounts (as determined by the Commissioner of Social Security). . There shall not be included in any determination under section 2605(b)(2)(B) of the Low-Income Home Energy Assistance Act of 1981 ( 42 U.S.C. 8624(b)(2)(B) ) of household eligibility for Low-Income Home Energy Assistance Program funds, any amount contributed to, and the value of— any funds in a plan, contract, or account, described in sections 401(a), 403(a), 403(b), 408, 408A, 457(b), and 501(c)(18) of the Internal Revenue Code of 1986 and any funds in a Federal Thrift Savings Plan account as provided in section 8439 of title 5, United States Code; any retirement program or account included in any successor or similar provision that may be enacted and determined to be exempt from tax under the Internal Revenue Code of 1986; and any other retirement plans, contracts, or accounts (as determined by the Secretary of Health and Human Services).
Connectionstraces to 4
Citation graph
cites case law
Sec. 3
Retirement contributions and savings disregarded for certain means-tested programs
Cites 4Cited by 0 across 0 sources
★   the supreme law of the land   ★
Don't Tread on Me
E Pluribus Unum — out of many, one

"If you don't know your rights, you don't have any."

Marginalia · a citizen's law index
A research desk, not legal advice. Always read the cited source before relying on a summary.
Questions or an issue? support@self-law.org
disclaimerMarginalia is a research index, not a law firm. Nothing on this site is legal, tax, or financial advice and no attorney–client relationship is formed by using it. Statutes, regulations, and case law change; summaries, search results, AI output, and member posts may be incomplete, out of date, or wrong. Any interpretation drawn from material on this site should be validated by a licensed attorney in your jurisdiction before you act on it.