发明名称 SYSTEM AND METHOD FOR ADVANCED RETIREMENT PLANNING
摘要 A system and method to assist financial advisors in running different scenarios to help the client determine when and how to take their Social Security benefits, integrating the potential complexities of spousal and survivorship considerations and strategies, as well as overarching retirement income considerations, into the decision making framework.
申请公布号 US2014114882(A1) 申请公布日期 2014.04.24
申请号 US201314058535 申请日期 2013.10.21
申请人 EDWARD D. JONES & CO., L.P. 发明人 THOMA SCOTT A.
分类号 G06Q40/00 主分类号 G06Q40/00
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