Over the past year, $489 billion was eligible for rollover and $245 billion was actually moved into IRAs.  Spectrem Group estimates that the amounts eligible for and transferred to IRA rollover accounts will increase at 10-12% annually over the next five years. 

Trusts have been a preferred financial vehicle for affluent families for generations. With their roots stretching all the way back to the needs of twelfth and thirteenth-century Crusaders in England, trusts were used as a way to entrust their lands to a friend or family member, with legal right to reclaim them upon their return from crusading.

Women seek input from financial advisors but make their own investment decisions to the same degree that men do.