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Computerized system and method for optimizing after-tax proceeds

  • US 7,343,336 B1
  • Filed: 08/23/2000
  • Issued: 03/11/2008
  • Est. Priority Date: 02/19/1999
  • Status: Expired due to Fees
First Claim
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1. A computerized method for optimizing investments, the method comprising:

  • receiving tax, investment and expectation data at a processor;

    performing comparative tax sensitivity analysis based on the tax, investment and expectation data over at least one investment time period using a software program executed by the processor; and

    based on the sensitivity analysis, determining and outputting from the processor to an output device an optimal after-tax investment strategy path from a plurality of investment strategy paths over the at least one investment time period so as to optimize the after-tax proceeds from the plurality of investment strategies.

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  • 6 Assignments
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