Bank of America Institute
As we present the latest data from our survey of wealthy Americans, those pending birthday celebrations are a reminder that the Great Wealth Transfer is not an event in the distant future. It’s here and ongoing. About $84 trillion is expected to pass from seniors and baby boomers to Gen X, millennials and their heirs through 2045. The transfer to Gen X in particular is well underway, though annual transfers to millennials are expected to surpass Gen X by 2040.
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