Computer assisted and/or implemented process and architecture for administering an investment and/or retirement program
Number of patents in Portfolio can not be more than 2000
United States of America Patent
Stats
-
Jul 4, 2000
Issued Date -
N/A
app pub date -
Sep 23, 1997
filing date -
Sep 23, 1997
priority date (Note) -
In Force
status (Latency Note)
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Abstract
A computer program product stores computer instructions therein for instructing a computer to perform a process of administering or assisting in the administration of resources of a customer for the benefit of a beneficiary. The program product includes a recording medium readable by the computer, and computer instructions stored thereon instructing the computer to perform the process. The instructions and the process include receiving a request from the customer to administer the resources in accordance with predetermined criteria, and storing customer related data associated with the customer. The instructions and process also include determining a predetermined period of time based on an age of the beneficiary at which withdrawals do not incur a tax penalty, and administering the resources in an annuity investment growing tax deferred in accordance with withdrawal criteria, and preventing withdrawal of the resources responsive to the withdrawal criteria.
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