Jason Bortz Esq.

Senior Counsel and Senior Vice President
Capital Group

Jason Bortz is a Senior Counsel and Senior Vice President at Capital Group. He focuses primarily on tax and retirement plan matters. Jason has been practicing law for more than 20 years and has been with Capital Group for 6 years. Prior to joining Capital, Jason was a partner with Davis & Harman LLP and Caplin & Drysdale Chartered, both Washington DC law firms. Before that, he was a law clerk for a federal court of appeals judge. Jason is based in Los Angeles.

J.D., Cornell Law School (1997)
B.A., Hamilton College (1991)

Tax Management Portfolios™

  • Cash or Deferred Arrangements (Portfolio 358)

    This Portfolio discusses the rules of §401(k) of the Internal Revenue Code and other provisions relating to qualified cash or deferred arrangements, also known as §401(k) plans.

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