Tax-efficient asset allocation system

Details Tax-efficient asset allocation system Tax-efficient asset allocation system

G - Physics

06

Q

G06Q 40/06 (2012.01)

Patent

CA 2309853

The present invention generates a risk/return efficient portfolio, consisting of assignment of investments or managed money investments representing selected asset classes to taxable and tax- sheltered (deferred) investment accounts (as applicable to the individual investor), such that overall tax payable on the combined account(s) is minimized. Tabular or graphical representation of the appropriate risk/return/tax efficient investment mix assigned to taxable and/or tax sheltered investment account(s) (as appropriate or necessary) matching the investment background and risk tolerance of an investor or range of investors is displayed.

Affiliated with

Also associated with

Rating

Tax-efficient asset allocation system does not yet have a rating. At this time, there are no reviews or comments for this patent.

If you have personal experience with Tax-efficient asset allocation system, we encourage you to share that experience with our LandOfFree.com community. Your opinion is very important and Tax-efficient asset allocation system will most certainly appreciate the feedback.

Rate now

Comments { 0 }

Profile ID: LFCA-PAI-O-2024211