January 2000
Journal of Financial Planning;Jan2000, Vol. 13 Issue 1, p26
Academic Journal
This article presents statistical data related to the financial planning sector in the United States. According to the data, there is 447% increase in the number of taxpayers who paid the alternative minimum tax in 1997 as compared with those who paid it in 1990. 80% of current retiree households are with total annual income of less than $23,000. 46% of shares of the average New York Stock Exchange-listed company turned over in 1990. The data also revealed that for 2 to 4 years an average investor holds a mutual fund, versus the seven to ten years held on average a decade ago. 28% of Americans believe that playing the lottery is a better way to build wealth than by saving and investing.


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