ROTH-AWARE FINANCIAL ADVISORY PLATFORM
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United States of America Patent
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app pub date -
Sep 15, 2011
filing date -
Aug 27, 2009
priority date (Note) -
Abandoned
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Abstract
A financial advisory platform that includes Roth contribution support is provided. According to one embodiment, a method is provided for identifying an alternative retirement savings strategy that maintains take-home pay and increases a forecasted after tax value of a retirement portfolio. A split optimization module determines whether there exists an alternative retirement savings strategy for an investor that both (i) maintains take-home pay of an investor and (ii) increases a forecasted after tax value of a retirement portfolio of the investor as compared to a current retirement savings strategy of the investor. If the alternative retirement savings strategy exists, then a user interface module presents information associated with the alternative retirement savings strategy, including information regarding a recommended periodic contribution by the investor to be invested in the retirement portfolio and information regarding a target proportion of the recommended periodic contribution that should be made pre-tax and post-tax.
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