U.S. federal trademark · Serial No. 99412161
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
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.