Follow Us
© 2026 Arizent. All rights reserved.
Baby Boomers are set to inherit $8.4 trillion, and have already inherited $2.4 trillion, according to The MetLife Study of Inheritance and Wealth Transfer to Baby Boomers. Overall, two-thirds of Baby Boomers stand to receive some inheritance in their lifetime.
The median amount that Baby Boomers will receive is $64,000, with the wealthiest being bequeathed $1.5 million, and those on the other end of the spectrum being left with $27,000.
Lee Barney has been the editor of Money Management Executive since 2002 and has been writing about Wall Street since 1993. Previously, at United Medias Wall Street & Technology magazine and … Read full bio
For reprint and licensing requests for this article, click here.
Expansion of savings vehicles, along with the largest transfer of wealth in U.S. history, bodes well for plan participants as advisers shift to offering ongoing financial guidance.
The next era of advisory practice will belong to those who combine holistic guidance with integrated insights and actionable strategies.
Some 80% of respondents said they expect estate planning to be integrated into financial wellness offerings.
Trump Accounts for every child born in the U.S. from 2025 to 2028, the Saver's Match Program and auto portability represent a historic opportunity to move the needle.
Without comprehensive financial planning benefits at their disposal, employees will remain unprepared for the future.
