SYSTEM FOR ASSESSING USING FUNDS FROM DIFFERENT ACCOUNTS FOR RETIREMENT PLANNING
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United States of America Patent
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Issued Date -
Aug 25, 2016
app pub date -
Feb 19, 2015
filing date -
Feb 19, 2015
priority date (Note) -
Abandoned
status (Latency Note)
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Abstract
Embodiments of the invention are directed to systems, methods, and computer program products for assessing an impact of using funds from different accounts to pay for financial events in retirement planning for a user. The system is configured to receive information associated with a group of accounts, electronically monitor the information, initiate presentation of a spend user interface to the user, receive a user selection of a financial event, calculate a financial event cost, determine one or more payment disbursement accounts from the group of accounts, calculate a payment disbursement ratio, and electronically present the payment disbursement ratio to the user.
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