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What is the Personal Wealth Study?

April 26, 2017study wealth

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What is the Personal Wealth Study?

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The Personal Wealth Study uses information reported on Form 706, United States Estate (and Generation Skipping Transfer) Tax Return, to estimate the wealth of the living population. These estimates, based on the Estate Multiplier technique, appear every three years. The estimates are limited to that segment of the population for whom personal wealth is at least equal to the estate tax filing threshold in effect for the estimation period. For information about selected terms and concepts and a description of the data sources and limitations, please visit Personal Wealth Study Metadata.