发明名称 Techniques for illustrating and analyzing college savings plans
摘要 Analyzing educational saving plans by considering the tax implications of these plans is provided by storing a plurality of educational institution identifiers and a plurality of educational savings plan parameter sets. Each of the educational institution identifiers is associated with a corresponding set of cost parameters specifying room, board, and tuition costs for the respective educational institution. Each of the educational savings plan parameter sets specifies a characteristics of a corresponding educational savings plan. A comparative analysis of educational savings plans is generated by applying a retrieved set of cost parameters for each educational plan parameter set. This comparative analysis takes into consideration tax implications of an educational savings plan. The results of the comparative analysis are outputted on a display and/or printout so that an investor can determine which of the plurality of educational savings plans best meets their needs.
申请公布号 US7698194(B2) 申请公布日期 2010.04.13
申请号 US20040751331 申请日期 2004.01.02
申请人 MERRILL LYNCH CO., INC. 发明人 HEIGES ANDREW R.;KRON ROBERT;MONICAL STEVE
分类号 G06Q40/00 主分类号 G06Q40/00
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