Inheriting More Bad News
- Study Suggest Boomers' Inheritances May Not Live Up To Expectations. Thomas, Trevor // National Underwriter / Life & Health Financial Services;6/26/2006, Vol. 110 Issue 25, p29
The article reports on the result of the survey conducted by the American Association of Retired Persons that measures the inheritance received by the baby boom generation in the U.S. as of 2004. It was found out that predictions of inheritance obtained by the generation have been overstated....
- Will Baby Boomers Go Bust? // USA Today Magazine;Aug2004, Vol. 133 Issue 2711, p4
Presents information on the findings of a study indicating a shortfall on the inheritances of baby boomers in the U.S. in 2004. Reasons cited for the shortfall; Mitigation of its impact; Postponement of retirement plans.
- THE WEALTH TRANSFER. Nayyar, Seema // American Demographics;May2003, Vol. 25 Issue 4, p6
Focuses on the transfer of wealth to the Baby Boom generation in the U.S. Sum of all U.S. inheritances to be distributed over the next half-century from 2003, according to mathematical calculations by sociologist Paul Schervish and his colleagues at Boston College; Factors fueling skepticism...
- Boomers await inheritance. Rodgers, Steve // Credit Union Magazine;Jun2001, Vol. 67 Issue 6, p8
Deals with the growing market of baby boomers in the United States. Estimate amount of wealth to be transferred to the baby boomer generation; Significance of the market growth to financial service providers.
- The 50+ Market. // Senior Market Advisor;Jun2012, Vol. 13 Issue 6, p27
The article presents five steps that can assist U.S. baby boomers in closing their estimated retirement income gaps, based on research unveiled by Fidelity Investments as of 2012. It says assets can be preserved by delaying full retirement by some years or continuing to work part-time, as the...
- In the IRA era, look before you leap. // Hudson Valley Business Journal;7/5/2010, Vol. 21 Issue 27, p14
The article discusses the need for Baby Boomers and beyond to consider saving enough in their retirement fund to last about 30 years in the U.S. It states that saving for retirement with an Individual Retirement Account (IRA) is important but a person must be prepared to face federal rules and...
- Three-Legged Retirement. Gresham, Stephen D. // On Wall Street;Feb2004, Vol. 14 Issue 2, p72
Discusses the three-legged approach for investment advisors engaged in retirement planning. Number of baby boomers that are nearing retirement in the U.S.; Explanation on silomania; Components of retirement planning; Strategy for planning the retirement of a client who does not have adequate...
- Precis. // Monthly Labor Review;Dec2000, Vol. 123 Issue 12, p40
Presents research findings on labor in the United States as of December 2000. Determinants of job clustering at the 21st century; Analysis of the substantial increase in inheritance of baby-boomer workers; Role of discouraged and other marginally attached workers in the labor market.
- The Midlife Money Checkup. Wang, Penelope // Money;Mar2008, Vol. 37 Issue 3, p92
The article offers a money checkup consisting of several financial questions for people of the baby-boom generation. Information is provided for the amount needed to have saved for retirement from the ages of 45 to 60. It is suggested that a baby-boomer should invest their age into a financial...