SOI Tax Stats Archive - 1962 to 1990 Personal Wealth Reports


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1962 to 1990 Personal Wealth Reports

These reports, based on information available on Form 706, United States Estate (and Generations Skipping Transfer) Tax Return, provide estimates of wealth for America's richest individuals.

1962 PDF  1969 PDF  1972 PDF

Part I of the compendium (linked below) focuses on data from estate tax returns, describing decedents, their beneficiaries, and the composition of their estates. Part II presents a series of articles describing the estate-multiplier technique and its applications for personal wealth estimates, estimates of personal wealth for selected years 1962–1989, and a discussion of the relationship among realized income, wealth and well-being.

Compendium of Federal Estate Tax and Personal Wealth Studies—1963 to 1990 PDF

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