Systems and methods for retirement planning
US10438289B1 · kind B1 · utility
Assignee
Inventors
Key dates
| Filing date | Sep 23, 2016 |
| Grant date | Oct 8, 2019 |
| Priority date | — |
| Expiry date | Oct 15, 2037 |
Classification
- Technology area (CPC G)Physics
- CPC primaryG06Q40/00
- WIPO fieldIT methods for management
- WIPO sectorElectrical engineering
Abstract
Methods and systems disclosed herein assist users in determining when to retire from a first career and how to allocate retirement funds from the first career. The user may set retirement goals and select a retirement date for the first career. The system may estimate a retirement income for the first career. The user may indicate the payment schedule in which the user will receive the first career retirement funds. The user may provide, or the system may collect from other sources, information regarding other assets and debts associated with the user. Thereafter, the user may be provided information regarding the second career needed to meet the retirement goals and advice regarding the retirement from the first career, including the retirement payout.
Source: USPTO / EPO open patent data. Objective bibliographic and citation counts.