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.: US13348116Application Date: 2012-01-11
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Publication No.: US08583532B2Publication Date: 2013-11-12
- 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 DE Wilmington
- Assignee: BNY Mellon Distributors Holdings Inc.
- Current Assignee: BNY Mellon Distributors Holdings Inc.
- Current Assignee Address: US DE Wilmington
- 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
- US20120185411A1 SYSTEMS AND METHODS FOR DETERMINING AN EARNINGS PORTION OF A DISTRIBUTION FROM A 529 PLAN Public/Granted day:2012-07-19
Information query
