TITLE

STAT BANK

PUB. DATE
August 2005
SOURCE
Journal of Financial Planning;Aug2005, Vol. 18 Issue 9, p21
SOURCE TYPE
Academic Journal
DOC. TYPE
Article
ABSTRACT
This article presents statistical data on U.S. finance as of August 2005. The yield difference between two-year and ten-year Treasury notes in late May 2005, versus more than two percentage points a year ago is 0.43. Thirty-seven percent of real estate investment trust (REIT) income in 2004 is taxable at lower-than-ordinary tax rates. Seventeen percent is the lowest of REIT income taxable at lower-than-ordinary tax rates since 1995. Forty-five percent of men age 65 and older receive annuity or pension income in 2003, versus 28 percent of women. The annual amount received by men age 65 and older in annuity or pension income in 2003 is $16,470, versus $9,217 for women. There is a twenty-seven percent increase in the pension underfunding at major U.S. companies from 2003 to 2004. There are 2.5 months beyond plan year-end that employees now have to spend money left in their flexible spending accounts. The value of two-year-old hedge fund Bailey Coates Asset Management dwindled to by May 2005 is $635 million after accumulating $1.3 billion in assets in 2004. Eighteen percent of all U.S. golfers live year-round or own a vacation home in golf-course communities. There are 7.5 million millionaires in the U.S. in 2004, an increase of 21 percent from 2003.
ACCESSION #
17857437

 

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