By The Numbers — women + Gender GaP + EstateS
Women Set to Inherit, While Pay Gap Persists
Angle 1: Wealth transfer coverage celebrates women's newfound economic power, but obscures how the tax system actively penalizes widows. Is this an accident of policy, or a feature?
Angle 2: Financial services companies are marketing solutions to a 'preparedness crisis' they've helped create. The data will show whether women's concerns are rooted in genuine knowledge gaps or manufactured uncertainty.
Angle 3: Celebrating gender equality in inheritance ignores that the wealth transfer is increasingly concentrated among fewer families. We're measuring progress by the wrong metric.
Angle 4: Wealth transfer narratives celebrate the number of dollars moving between generations. But the data on inheritor wellbeing tells a different story: sudden wealth often brings sudden stress.
The greatest intergenerational wealth transfer in history is approaching, and women — who statistically outlive their spouses and inherit earlier — are set to inherit a large share of it.
ENTRIES009
SOURCES005
POLLS003
eldeRLY POVERTY RATE
Widows vs. Widowers
004
Number of widowers
Source: U.S. Census Bureau
3.5Million
Gender Gap
Readers & Markets
What happens next, in numbers.
3 polls measuring where opinion sits. Prices and vote shares update in real time.
Reader Polls
03 surveys
Do You Expect to Inherit Money or Valuable Possessions From a Relative?
Source: Gallup
Yes
28%
No
69%
Do You Favor Lowering the Estate Tax Threshold to $3.5 Million (Sanders' Plan)?
Source: Morning Consult/Politico
Approve
50%
Disapprove
29%
Do You Expect to Have Money or Valuable Possessions to Pass on to Future Generations?
Source: Gallup
Yes
72%
No
22%
Originating headlines: TheStreet; The Business Journals; Fortune; Investopedia; UBS; Crain Currency; Wealth Solutions Report; The Business Journals; Fortune.