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System and method for managing tax-deferred retirement accounts
System and method for managing tax-deferred retirement accounts
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机译:管理递延退休账户的系统和方法
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摘要
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.
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