Method, system and computer program for auditing financial plans

摘要

A method for evaluating financial plans by calculating the investment performance over a set time period based on user provided information like personal information (102), account properties (104), opening balances of each account (108), planned contribution of each account (110), planned retirement distributions (112), withdrawal information (116), allocations of assets by categories (120) and tax information (122). An initial charged investment value is obtained separately for each asset allocation and tax status (126) and is updated and adjusted based on the contribution and withdrawal amount.