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System and method for setting up and managing retirement accounts of ETFs and index mutual funds
System and method for setting up and managing retirement accounts of ETFs and index mutual funds
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机译:建立和管理ETF和指数共同基金退休账户的系统和方法
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摘要
A system and method uses a record keeping system, broker-dealer system and a bank system to provide retirement accounts that include one or more ETFs, or other index funds such as index mutual funds in one or more plans. An asset allocator defines the investment options under each plan.
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