The patent badge is an abbreviated version of the USPTO patent document. The patent badge does contain a link to the full patent document.
The patent badge is an abbreviated version of the USPTO patent document. The patent badge covers the following: Patent number, Date patent was issued, Date patent was filed, Title of the patent, Applicant, Inventor, Assignee, Attorney firm, Primary examiner, Assistant examiner, CPCs, and Abstract. The patent badge does contain a link to the full patent document (in Adobe Acrobat format, aka pdf). To download or print any patent click here.
Patent No.:
Date of Patent:
Oct. 08, 2019
Filed:
Sep. 23, 2016
Uipco, Llc, San Antonio, TX (US);
Zachary A. Gipson, Shavano Park, TX (US);
Eric M. Engquist, Canyon Lake, TX (US);
Richard Martinez, San Antonio, TX (US);
Melisa Izaguirre, Boerne, TX (US);
Ron'Dell Harley, San Antonio, TX (US);
Lea B. Sims, San Antonio, TX (US);
Jackie L. Gilmore, New Braunfels, TX (US);
Tim Haverly, San Antonio, TX (US);
Brian F. Wilson, San Antonio, TX (US);
United Services Automobile Association (USAA), San Antonio, TX (US);
Abstract
Methods and systems disclosed herein assist users in determining when to retire from a first career and how to allocate retirement funds from the first career. The user may set retirement goals and select a retirement date for the first career. The system may estimate a retirement income for the first career. The user may indicate the payment schedule in which the user will receive the first career retirement funds. The user may provide, or the system may collect from other sources, information regarding other assets and debts associated with the user. Thereafter, the user may be provided information regarding the second career needed to meet the retirement goals and advice regarding the retirement from the first career, including the retirement payout.