Invention Grant
- Patent Title: Systems and methods for determining an earnings portion of a distribution from a 529 plan
- Patent Title (中): 从529计划确定分配的收入部分的系统和方法
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Application No.: US11710685Application Date: 2007-02-26
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Publication No.: US07756771B2Publication Date: 2010-07-13
- Inventor: Alexandra S. Sanders , David M. Gauntt , Sara Geraghty , Bryan E. Anderson , Timothy B. Calderara , Erica Kuharich , Mohan N. Pandhare , Luther Townsend
- Applicant: Alexandra S. Sanders , David M. Gauntt , Sara Geraghty , Bryan E. Anderson , Timothy B. Calderara , Erica Kuharich , Mohan N. Pandhare , Luther Townsend
- Applicant Address: US PA Pittsburgh
- Assignee: The PNC Financial Services Group, Inc.
- Current Assignee: The PNC Financial Services Group, Inc.
- Current Assignee Address: US PA Pittsburgh
- Agency: K&L Gates LLP
- Main IPC: G06Q40/00
- IPC: G06Q40/00
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.
Public/Granted literature
- US20080005004A1 Systems and methods for determining an earnings portion of a distribution from a 529 plan Public/Granted day:2008-01-03
Information query
