Millennials Set to Inherit Majority of Assets in Great Wealth Transfer

October 16, 2024 by Amanda Umpierrez

By 2030, over $30 trillion in assets will move to surviving successors, as a part of what the retirement planning industry has dubbed “the great wealth transfer.” A new study aims to help financial professionals better understand the sizable wealth shift.

Commissioned by Equitable and conducted by The Wall Street Journal’s Intelligence unit, the study analyzes findings from 500 retail investors between the ages of 35 to 64 and who are anticipated to receive an inheritance of over $100,000.

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Originally Posted at 401k Specialist Mag on October 14, 2024 by Amanda Umpierrez.