ROTH-AWARE FINANCIAL ADVISORY PLATFORM
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United States of America Patent
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N/A
Issued Date -
Mar 3, 2011
app pub date -
Aug 27, 2009
filing date -
Aug 27, 2009
priority date (Note) -
Abandoned
status (Latency Note)
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Abstract
A financial advisory platform that includes Roth contribution support is provided. According to one embodiment, trade-offs between a current retirement savings strategy and an alternative retirement savings strategy are presented to an end user. Information is received regarding the alternative retirement savings strategy, which includes information regarding a target proportion of retirement plan contributions to be invested pre-tax and post-tax in a retirement portfolio where the target proportion is different than the current proportion of pre-tax and post-tax contributions under the current retirement savings strategy. An after tax value of the retirement portfolio is forecast by a forecasting module based on the alternative retirement savings strategy. Trade-offs are presented between the alternative retirement savings strategy and the current retirement savings strategy. The trade-offs include an indication regarding an effect on take-home pay as a result of switching from the current retirement savings strategy to the alternative retirement savings strategy.
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