99412161
Sep 25, 2025
Providing on-line non-downloadable software for determining the most tax-efficient way to withdraw cash from various investment accounts and financial products to cover retirement expenses and tax obligations; Providing on-line non-downloadable software for creating visualizations and reports showing assets in designated financial accounts, investment accounts, and financial products, and projecting the estimated value of these assets over time based on user-specified variables
Computer and Scientific