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HR 2748 111th Congress House

Retirement Security Needs Lifetime Pay Act of 2009

Official title: To amend the Internal Revenue Code of 1986 to encourage guaranteed lifetime income payments by excluding from income a portion of such payments.

Introduced: October 29, 2009 See on congress.gov
Taxation Employee benefits and pensionsIncome tax exclusionLife, casualty, property insurance
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This bill died when the 111th Congress ended
It never became law before the 111th Congress (2009–2010) adjourned, and bills don't carry over to the next Congress. It would have to be reintroduced. You can still save it for reference, but it won't receive updates.
 Everywhere this bill has been 2 steps
Introduced
In committee
Reported out
Passed House
Passed Senate
To President
Became law
Jun 8, 2009
Referred to the House Committee on Ways and Means.
Jun 8, 2009
Introduced in House
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 Latest action June 8, 2009

Referred to the House Committee on Ways and Means.

 Plain-English summary Congressional Research Service

Retirement Security Needs Lifetime Pay Act of 2009 - Amends the Internal Revenue Code to: (1) allow an exclusion from gross income for 50% of lifetime income payments from certain annuity contracts, up to $10,000; (2) exclude longevity insurance benefits from employee benefit plan minimum distribution requirements; and (3) allow a tax exclusion for amounts received as an annuity under any portion of an annuity, endowment, or life insurance contract.

 Related & companion bills 1
  • S 1297 Related bill Retirement Security for Life Act of 2009
 Bill text 1 version

Source documents hosted by congress.gov.

 Committees of jurisdiction 1
 Cosponsors 2
All 2 Democratic 2
D
Courtney, Joe
Connecticut · Oct 29, 2009
 D
Murphy, Christopher
Connecticut · Oct 29, 2009
Cite this page click to expand
APA
U.S. Congress. (2026). H.R. 2748: Retirement Security Needs Lifetime Pay Act of 2009. 111th Congress. Open America. https://openamerica.io/bill/111-HR-2748/
MLA
"H.R. 2748: Retirement Security Needs Lifetime Pay Act of 2009." 111th Congress, 2026, Open America, https://openamerica.io/bill/111-HR-2748/.
Bluebook (legal)
H.R. 2748, 111th Cong. (2026), https://openamerica.io/bill/111-HR-2748/.
Markdown link
[H.R. 2748: Retirement Security Needs Lifetime Pay Act of 2009](https://openamerica.io/bill/111-HR-2748/)
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