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.

Date of Patent:
Dec. 24, 2019

Filed:

Oct. 01, 2014
Applicant:

Jpmorgan Chase Bank, N.a., New York, NY (US);

Inventors:

Abdullah Z. Sheikh, New York, NY (US);

Sara K. Roy, Pennington, NJ (US);

Anne Lester Trevisan, Princeton, NJ (US);

Michael I. Falcon, Princeton, NJ (US);

Lynn A. Avitabile, Summit, NJ (US);

Peter H. Zhang, New York, NY (US);

Assignee:

JPMORGAN CHASE BANK, N.A., New York, NY (US);

Attorney:
Primary Examiner:
Int. Cl.
CPC ...
G06Q 40/06 (2012.01);
U.S. Cl.
CPC ...
G06Q 40/06 (2013.01);
Abstract

Methods and systems for generating a recommended retirement profile for a retiree are disclosed herein. An indication to generate, for a retiree, a recommended retirement profile is received. A plurality of decumulation parameters are identified, and a utility function is computed based on the decumulation parameters. The recommended retirement profile is generated based on the computed utility function.


Find Patent Forward Citations

Sheikh, Abdullah. (2019). System and method for dynamically adapting asset allocation and withdrawal rates (U.S. Patent No. 10515413). U.S. Patent and Trademark Office. https://idiyas.com/patent/badge/10515413

Data source: USPTO (United States Patent and Trademark Office) public patent records. Weekly synchronization. How IDiyas builds this profile

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