Patents by Inventor Mark De Vincenzi

Mark De Vincenzi 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 INCOME PLANNER
    Publication number: 20140351168
    Abstract: The invention forecasts a customer's annual withdrawals, manages order of withdrawal, forecasts likelihood that assets at retirement will provide needs for retirement, and provides ability to perform alternative analysis by changing various retirement goals, such as preservation of principal, amount of income desired, or expected length of retirement.
    Type: Application
    Filed: May 14, 2014
    Publication date: November 27, 2014
    Inventors: Olga Milosavljevic, Mark De Vincenzi, James Peterson
  • System and method for income planner
    Patent number: 8768800
    Abstract: The invention forecasts a customer's annual withdrawals, manages order of withdrawal, forecasts likelihood that assets at retirement will provide needs for retirement, and provides ability to perform alternative analysis by changing various retirement goals, such as preservation of principal, amount of income desired, or expected length of retirement.
    Type: Grant
    Filed: June 12, 2001
    Date of Patent: July 1, 2014
    Assignee: Charles Schwab & Co., Inc.
    Inventors: Olga Milosavljevic, Mark De Vincenzi, James Peterson
  • System and method for income planner
    Publication number: 20020188536
    Abstract: The invention forecasts a customer's annual withdrawals, manages order of withdrawal, forecasts likelihood that assets at retirement will provide needs for retirement, and provides ability to perform alternative analysis by changing various retirement goals, such as preservation of principal, amount of income desired, or expected length of retirement.
    Type: Application
    Filed: June 12, 2001
    Publication date: December 12, 2002
    Inventors: Olga Milosavljevic, Mark De Vincenzi, James Peterson