#cerulli associates

2 stories

#great wealth transfer #401k #baby boomers #estate tax #gen x #inheritance #inheritance strategy #kiplinger #millennials #morning consult #racial wealth gap #real estate

Should You Give While Living or Wait Until Death?
Choose now or later: how your wealth transfer strategy impacts heirs and your legacy.
Kiplinger · 1m
Who really wins the great wealth transfer
Trillions are moving between generations, but the windfall isn't as great or as equal as you might think.
Kiplinger · 2m