News & Insights
Protecting the Nest Egg After You’re on Your Own
How divorce or the death of a spouse affects a woman's 401(k), Social Security and other sources of retirement income.
Washington Policy Research – January 18, 2022
The Strategas Washington Research team kicks off 2022 by discussing some key themes for the year ahead and items for investors to watch as the year develops.
The ABCs of HSAs
With a little planning, your HSA can do a lot more than fund short-term healthcare expenses.
The IRS’s Inflation Adjustments for 2022
The IRS has announced its 2022 inflation adjustments, many of which will have positive ramifications for taxpayers. Here’s what you need to know about them.
The Future of Build Back Better: What It Means for You
The tax policy changes tied to the Build Back Better plan won’t be taking effect before the end of 2021. Here’s what that means for your year-end tax plann...
Baird’s 2022 Market, Policy and Planning Outlook
What does 2022 have in store - and how should you plan for it? Our planning experts sat down with Strategas to discuss what to expect in the new year.