发明名称 |
Computerized system and method used in financial and retirement planning |
摘要 |
This invention is directed to a computer-implementable process for calculating financial retirement needs or whether a future financial needcan be met based on current financial vehicles, through the use of multiple categories or classes of assets. The main reason that different categories or classes of assets are employ is due to different treatments of each class or financial vehicle under the US Tax Code.
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申请公布号 |
US2002161682(A1) |
申请公布日期 |
2002.10.31 |
申请号 |
US20010793450 |
申请日期 |
2001.02.27 |
申请人 |
EWING ANTON A.;EVERTS WILLIAM |
发明人 |
EWING ANTON A.;EVERTS WILLIAM |
分类号 |
G06Q99/00;(IPC1-7):G06F17/60 |
主分类号 |
G06Q99/00 |
代理机构 |
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代理人 |
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主权项 |
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地址 |
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