COMBINING A RETIREMENT INCOME MANAGEMENT ACCOUNT WITH A RETIREMENT INCOME PLAN

摘要

Described are methods and apparatus, including computer program products, f or combining a retirement income management account with a retirement income plan. A first set of data is obtained from a retirement income plan associated with a user. The first set of data includes a projected withdrawal from a retirement asset account. A second set of data is obtained from a retirement income management account associated with the user. An actual withdrawal from the retirement asset account is determined based on the second set of data. A display is generated showing the projecte d withdrawal compared to the actual withdrawal.