Source: Survey of 360 CEOs of U.S. businesses, PricewaterhouseCoopers Barometer Surveys,
New York, www.barometersurveys.com , 2005.
Source: Survey of 1,400 CFOs at U.S. companies of 20 or more employees,
Accountemps, Menlo Park, Calif., www.accountemps.com , 2005.
Source: IRS, www.irs.gov .
Source: The Merrill Lynch New Retirement Survey of 3,448 baby boomers,
Merrill Lynch, New York, www.ml.com , 2004.
Source: Tax Planning and the Affluent Investor and 2004 Affluent Investor,
Spectrem Group, Chicago, www.spectrem.com , 2005.