Combining a retirement income management account with a...

G - Physics – 06 – Q

Patent

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G06Q 40/00 (2006.01)

Patent

CA 2486512

Described are methods and apparatus, including computer program products, for combining a retirement income management account with a retirement income plan. A first set of data is obtained from a retirement income plan associated with a user. The first set of data includes a projected withdrawal from a retirement asset account. A second set of data is obtained from a retirement income management account associated with the user. An actual withdrawal from the retirement asset account is determined based on the second set of data. A display is generated showing the projected withdrawal compared to the actual withdrawal.

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