Sentences with phrase «in generational transfer»

Not exact matches

Retirement assets are a big slice of the historic generational asset transfer now in motion, and because of their complex tax and legal structure, your clients need help in maximizing the value of this part of their legacy.

All told, a «generational transfer» of $ 30 trillion in financial and non-financial assets is expected to change hands from U.S. baby boomers to their children over the next few decades.

This cohort — the Millennial generation — is the largest generational segment in American history and will benefit from one of the greatest wealth transfers in history over the coming years.

Conclusion By including an LTC / life plan in your retirement portfolio, you gain the opportunity to leverage a lump sum of your retirement savings for multiple benefits, including both generational wealth transfer and long - term care protection on a tax - favored basis.