Patents by Inventor Darwin K. Abrahamson

Darwin K. Abrahamson has filed for patents to protect the following inventions. This listing includes patent applications that are pending as well as patents that have already been granted by the United States Patent and Trademark Office (USPTO).

  • SYSTEM AND METHOD FOR MANAGING TAX-DEFERRED RETIREMENT ACCOUNTS
    Publication number: 20140143177
    Abstract: A system and method of managing tax-deferred retirement accounts that enable the participants to invest in exchange traded funds (ETFs) and to forecast and intelligently plan for their retirement savings needs. The system and method preferably allow each participant to select an asset allocation model pursuant to which their investments will be managed and periodically rebalance the portfolio of each participant based on the selected asset allocation model.
    Type: Application
    Filed: January 27, 2014
    Publication date: May 22, 2014
    Applicant: INVEST N RETIRE LLC
    Inventor: Darwin K. Abrahamson
  • System and method for managing tax-deferred retirement accounts
    Patent number: 8639604
    Abstract: A system and method of managing tax-deferred retirement accounts that enable the participants to invest in exchange traded funds (ETFs) and to forecast and intelligently plan for their retirement savings needs. The system and method preferably allow each participant to select an asset allocation model pursuant to which their investments will be managed and periodically rebalance the portfolio of each participant based on the selected asset allocation model.
    Type: Grant
    Filed: October 26, 2004
    Date of Patent: January 28, 2014
    Assignee: Invest N Retire, LLC
    Inventor: Darwin K. Abrahamson
  • System and Method for Managing Tax-Deferred Retirement Accounts
    Publication number: 20120030142
    Abstract: A system and method of managing tax-deferred retirement accounts may allow a plurality of participants to invest in a portfolio having a plurality of exchange traded funds (ETFs) according to an asset allocation model. The system and method may use at least one regular contribution to selectively buy at least one underweighted exchange traded fund to cause a participant's portfolio to more closely conform to the asset allocation model. The system and method may allow a plurality of participants to conduct calculations of estimated retirement savings based on a plurality of parameters.
    Type: Application
    Filed: October 3, 2011
    Publication date: February 2, 2012
    Inventor: Darwin K. Abrahamson
  • System and method for managing tax-deferred retirement accounts
    Patent number: 8060428
    Abstract: A system and method of managing tax-deferred retirement accounts may allow a plurality of participants to invest in a portfolio having a plurality of exchange traded funds (ETFs) according to an asset allocation model. The system and method may use at least one regular contribution to selectively buy at least one underweighted exchange traded fund to cause a participant's portfolio to more closely conform to the asset allocation model. The system and method may allow a plurality of participants to conduct calculations of estimated retirement savings based on a plurality of parameters.
    Type: Grant
    Filed: January 29, 2008
    Date of Patent: November 15, 2011
    Assignee: Invest N Retire, LLC
    Inventor: Darwin K. Abrahamson