Millennials inherit half of Gen X's wealth, estates take 12+ months to finalize, and settling without a will costs 5 months longer and over $14,000.| SeniorLiving.org
Recent research shows retirees don't even spend the income from their retirement portfolios, but is it a consumption gap or a normal spending pattern?| Nerd's Eye View | Kitces.com
On the average net worth by age and education and why you need both for proper financial comparisons.| Of Dollars And Data
Households in the top 5 percent of the income distribution receive inheritances between 4 to 12 times larger than households in the bottom 80 percent, depending on the exact definition of inheritance used.| Penn Wharton Budget Model
The gift tax limit is the maximum you can give someone without having to file a gift tax return with the IRS. The limit is $19,000 in 2025 ($38,000 if married).| NerdWallet
IR-2024-273, Oct. 22, 2024 — The Internal Revenue Service announced today the annual inflation adjustments for tax year 2025.| www.irs.gov
Discover your investment returns with our s&p 500 return calculator. Input start and end dates to get both nominal and inflation-adjusted results. Ideal for savvy investors and finance enthusiasts.| Of Dollars And Data
The Of Dollars And Data newsletter and why you should sign up if you want to start acting smarter and living richer today.| Of Dollars And Data