Trivia: Stat Bank
- There are 20% of Forbes 400 comes from California.
- 7% of the Forbes 400 are less than 40 years old.
- No one of the nation’s wealthiest on the Forbes 400 worth less than $1 billion.
- $40-70 billion in U.S. taxes avoided annually through the use of offshore tax havens.
- Only 7% of 401(k) investors with access to plan management advice who actually asked for and acted on that advice.
Adapted from Journal of Financial Planning, Dec 2006
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