SYSTEM AND METHOD FOR DETERMINING AND ALTERING RETIREMENT INCOME

摘要

A system and method for determining and altering retirement income profiles for users at or near retirement is provided. The user receives qualitative and quantitative assessments of the retirement income profile, as well as education regarding his/her profile. The user may learn information about various types of products and product categories for investment of assets to realize retirement income. Further, the user may alter the allocation of products, as currently invested, to ensure that his/her retirement income goals are met.