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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.:

US 7698194 B1

PDFFull Text
Date of Patent:
Apr. 13, 2010

Filed:

Jan. 02, 2004

Techniques for illustrating and analyzing college savings plans

Applicants:

Andrew R. Heiges, Doylestown, PA (US);

Robert Kron, Franklin Park, NJ (US);

Steve Monical, Monmouth Junction, NJ (US);

Inventors:

Andrew R. Heiges, Doylestown, PA (US);

Robert Kron, Franklin Park, NJ (US);

Steve Monical, Monmouth Junction, NJ (US);

Assignee:

Merrill Lynch Co., Inc., New York, NY (US);

Attorney:

Baker Botts L.L.P.

Primary Examiner:

Narayanswamy Subramanian

Int. Cl.
CPC ...
G06Q 40/00 (2006.01);
U.S. Cl.
CPC ...
Abstract

Analyzing educational saving plans by considering the tax implications of these plans is provided by storing a plurality of educational institution identifiers and a plurality of educational savings plan parameter sets. Each of the educational institution identifiers is associated with a corresponding set of cost parameters specifying room, board, and tuition costs for the respective educational institution. Each of the educational savings plan parameter sets specifies a characteristics of a corresponding educational savings plan. A comparative analysis of educational savings plans is generated by applying a retrieved set of cost parameters for each educational plan parameter set. This comparative analysis takes into consideration tax implications of an educational savings plan. The results of the comparative analysis are outputted on a display and/or printout so that an investor can determine which of the plurality of educational savings plans best meets their needs.

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Heiges, Andrew. (2010). Techniques for illustrating and analyzing college savings plans (U.S. Patent No. 7698194). U.S. Patent and Trademark Office. https://idiyas.com/patent/badge/7698194

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