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US Patent 11989783 Computer system and user interface for retirement planning

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Patent attributes

Patent Jurisdiction

United States Patent and Trademark Office

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Patent Number

Patent Inventor Names

Jeff Timmermann0

Chad Allen Yarbrough0

Christopher J. Healey0

Date of Patent

May 21, 2024

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Patent Application Number

173732040

Date Filed

July 12, 2021

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Patent Citations

US Patent 8326728 Income product selector—purchase solver

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US Patent 8533092 Financial evaluation process

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US Patent 8639622 Budget management system and method

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US Patent 8781929 System and method for guaranteeing minimum periodic retirement income payments using an adjustment account

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US Patent 10636087 Customized graphical user interface for managing multiple user accounts

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US Patent 10210583 Integrated automated bill and budget reconciliation, cash flow allocation and payment software system

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US Patent 10796367 Computer system and user interface for retirement planning

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US Patent 7921048 Financial planning and counseling system projecting user cash flow

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Patent Primary Examiner

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Patent abstract

A computer-implemented method and an interactive computer system has a user interface with computer software application tool(s) for retirement planning purposes. The user interface is generally referred to herein as an income dashboard.

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