Systems and methods for determining an earnings portion of a...

Details Systems and methods for determining an earnings portion of a... Systems and methods for determining an earnings portion of a...

2011-01-25

2011-01-25

Havan, Thu Thao (Department: 3695)

Data processing: financial, business practice, management, or co

Automated electrical financial or business practice or...

Finance

C705S037000

Reexamination Certificate

active

07877310

ABSTRACT:
A method for determining an earnings portion of a distribution from a 529 plan. The method includes receiving information associated with a plurality of 529 plan accounts, identifying related 529 plan accounts, aggregating the information for related 529 plan accounts, and determining an earnings portion of a distribution from at least one of the 529 plan accounts.

REFERENCES:
patent: 2004/0236652 (2004-11-01), Heiges et al.

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