Research
Research library
Research worth an advisor's time from research firms, asset managers, regulators, central banks, academics and think tanks, each with a short summary in our own words, plus AdvisorIQ's own analysis.
As of Oct 8, 2026, the library lists 16 pieces from think tanks.
Titles marked with an arrow open on the publisher's site. How we choose.
Markets and economy
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The Impact of Tariffs on the Cost of Capital in the US (opens aei.org)
AEI economists build tariffs into the standard measure of the tax burden on new investment. They estimate tariffs in place before the February 2026 court ruling raised the economy-wide cost of capital by up to 2.7%, enough to offset the investment tax cut in the 2025 law, with the largest effect on equipment.
Topic: Markets and economyaei.org
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How Federal Debt Puts a Damper on Your Wallet (opens americanprogress.org)
This analysis applies a CBO rule of thumb linking federal debt to interest rates to estimate what debt growth since around 2000 costs households. With debt at 99% of GDP, the author estimates a household with a mortgage, a car loan and student debt pays about $4,500 a year more in interest than it otherwise would.
Topic: Markets and economyamericanprogress.org
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Made with China: Global supply chains and the limits of US decoupling (opens piie.com)
PIIE researchers trace Chinese content through the US import basket to test whether tariffs since 2018 reduced reliance on China. China's direct share of US imports fell 7 percentage points from 2017 to 2024, but its share of the value added in those imports fell only 2 points, as supply chains rerouted through other countries.
Topic: Markets and economypiie.com
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Why the National Debt Matters More Than It Used To and Why We Should Not Count on AI To Fix the Problem (opens americanprogress.org)
The authors argue federal debt is now large and costly enough to weigh on growth, citing CBO projections that per-person income in 2055 would be higher if the debt ratio stabilized. They estimate stabilizing it would take deficit reduction of about 2.6% of GDP a year, and argue faster AI-driven productivity is unlikely to close the gap alone.
Topic: Markets and economyamericanprogress.org
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The Economics of Tariffs (opens hoover.org)
A Hoover working paper reviews what economic theory and recent US experience say about tariffs. The authors find that most of the cost of recent US tariffs fell on US importers, retailers and consumers rather than foreign exporters, and that supply chains shifted from China to third countries rather than leaving China behind.
Topic: Markets and economyhoover.org
Tax planning
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New Approaches to Social Security Benefit Taxation (opens crfb.org)
CRFB explains how Social Security benefits are taxed today, with income thresholds that have never been indexed, and scores options to streamline, expand, repeal or replace that tax. Benefit taxation raised $99 billion in 2025, and the paper estimates full repeal would widen Social Security's long-run gap by about a fifth.
Topic: Tax planningcrfb.org
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Options for Reforming America's Tax Code 3.0: A Policymaker's Guide to Tax Reform Trade-Offs (opens taxfoundation.org)
An interactive guide that scores 86 possible changes to individual, business, payroll, excise and estate and gift taxes for their effects on revenue, debt, after-tax income and the economy. It is a reference for following tax proposals as several 2025 provisions approach expiration after 2028.
Topic: Tax planningtaxfoundation.org
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Year One of Trump-Republican Tax Policy: The Consequences (opens itep.org)
ITEP estimates the combined effect of 2025's tariffs and tax law changes by income group and state. The author finds the middle 60% of Americans pay about $900 more on average in 2026, with a net cut for the top 1% and increases for lower-income groups; the publisher's framing is critical of the policies.
Topic: Tax planningitep.org
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One Big Beautiful Bill? A preliminary assessment (opens taxpolicycenter.org)
A Tax Policy Center assessment of the 2025 reconciliation law's tax and spending provisions, fiscal cost, growth effects and distribution. The authors cite estimates that it adds $3.7 trillion to $5.1 trillion to deficits over 10 years, and find that once plausible ways of paying for it are counted, most households end up worse off.
Topic: Tax planningtaxpolicycenter.org
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US Taxpayers to See a Nearly $2,300 Average Tax Cut in 2026 Under the Big Beautiful Bill (opens taxfoundation.org)
Tax Foundation maps the estimated average federal tax change per filer from the 2025 reconciliation law by state and county, measured against a baseline in which the 2017 individual provisions expired. It estimates individual changes cut taxes by $2,272 per filer on average in 2026, with the average shrinking after 2028 as temporary deductions lapse.
Topic: Tax planningtaxfoundation.org
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Short-term revenue effects of overall limits on exceptionally large retirement accounts (opens brookings.edu)
Brookings researchers estimate the near-term federal revenue from capping very large IRA and 401(k) balances. Barring new deductible contributions to accounts above $5 million would raise less than $0.15 billion a year, while forcing out balances above that level would raise about $84 billion up front, and the authors stress these are partial estimates.
Topic: Tax planningbrookings.edu
Retirement income
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Restoring lifetime income to retirement plans as the default (opens brookings.edu)
The authors propose making partial annuitization the default payout in defined contribution plans, converting a share of larger balances into lifetime income unless the retiree opts out. They note only about 10% of such plans offer lifetime income options, and discuss why employers and retirees rarely choose it today.
Topic: Retirement incomebrookings.edu
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The Latest Projections from the Congressional Budget Office on Social Security Finances and Distribution of Benefits and Taxes (opens aei.org)
An AEI scholar summarizes CBO's 2026 long-term Social Security projections, which put the cut needed at trust fund exhaustion in 2032 at 26%, larger than the Trustees' 22%. He walks through CBO's lifetime benefit-to-tax ratios by birth year and earnings, and discusses means-testing benefits as one possible response.
Topic: Retirement incomeaei.org
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Analysis of the 2026 Social Security Trustees' Report (opens crfb.org)
CRFB summarizes the 2026 Trustees' Report: the retirement trust fund is projected to run out in 2032, triggering a 22% benefit cut, and the 75-year shortfall grew to 4.42% of payroll. It attributes most of the deterioration to lower fertility and immigration assumptions and part to the 2025 law's reduced revenue from taxing benefits.
Topic: Retirement incomecrfb.org
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How Annuities Could Improve Retirement Security amid Economic Uncertainty (opens urban.org)
Urban Institute researchers trace annuity ownership from 1989 to 2022 using Federal Reserve survey data. Annuity holders 50 and older had median net worth of $938,300 in 2022, more than twice that of nonholders, ownership peaked in 2004, and the authors cite fees, complexity and low awareness as lasting barriers.
Topic: Retirement incomeurban.org
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Social Security and Medicare Lifetime Benefits and Taxes: 2025 (opens urban.org)
The annual update of lifetime Social Security and Medicare benefits and payroll taxes for hypothetical workers by earnings and marital status. An average-wage single man retiring at 65 in 2025 is estimated to receive about $753,000 in lifetime benefits and a woman with the same earnings about $843,000, in 2025 dollars.
Topic: Retirement incomeurban.org
Editorial
How we choose
- Inclusion is editorial. No publisher pays to be listed, and none can.
- We leave out any piece that features or recommends a specific fund, ETF, model portfolio or other product.
- Summaries are AdvisorIQ's own words. We link to the original on the publisher's site rather than copy it.
- We do not list pieces behind a paywall or a registration form, or pieces from media outlets and advisor platforms; we link to the original source instead.
More in our editorial standards.