SYSTEM IMPLEMENTED METHOD AND SYSTEM FOR AUTOMATED INCOME ADJUSTMENT

摘要

[0097] A system implemented method and system for automated income adjustment includes receiving market data associated with an investment product that specifies a first guaranteed annual withdrawal amount and a second guaranteed annual withdrawal amount, where the first guaranteed annual withdrawal amount is greater than the second guaranteed annual withdrawal amount. The system implemented method and system includes automatically selecting a guaranteed annual withdrawal amount from the first guaranteed annual withdrawal amount and the second guaranteed annual withdrawal amount based on at least an evaluation of the market data.