System and method for tax sensitive portfolio optimization
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United States of America Patent
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Mar 21, 2006
Grant Date -
N/A
app pub date -
Sep 5, 2000
filing date -
Mar 2, 2000
priority date (Note) -
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Abstract
A method and apparatus are provided which account for tax impact in predicting investment return. Data for taxable investments, data for non-taxable investments and investor data are received and an optimization is performed which includes all of these data. An investment recommendation is provided to the investor based on the optimization.
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