Conference Recap

Breakout Session Recap 2: The Effect of Received and Expected Inheritance on Retirement Savings Adequacy

Michelle Kruger, who is pursuing her Ph.D. in Financial Planning, Housing, and Consumer Economics at the University of Georgia, conducted a study investigating the impact of expecting an inheritance on families’ retirement savings and readiness for retirement. The study had mixed results. The hypothesis was that individuals who received an inheritance are more likely to be adequately prepared for retirement. This was supported by the...


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