Frequently Asked Questions
Need assistance with data entry? RightCapital is here to help! Please use the common questions and answers below to assist you in generating financial plans. For additional assistance use the link to our support team at the bottom of the article.
Where can I enter AUM Fees?
Answer: The Taxes and Fees card will include a field for AUM percentage. This will reduce all non-annuity invested asset returns by the percentage indicated in the AUM field.
Which inflation setting determines growth on living expenses?
Answer: The general inflation setting is used to determine the growth of living expenses as they are projected into the future cash flows.
I don't see an add expense button, how do I add expenses?
Answer: When the "goals based planning method" is selected, RightCapital will remove the "add expense" input as it will not be used in future cash flow projections. To add additional expenses, change the Planning Method to "Cash Flow" or "Modified Cash Flow" in the Gear icon > Settings tab within the client plan.
Can I customize the inflation of a single expense?
Answer: The "Other Expense" card will have an inflation dropdown menu that allows advisors to choose between a variety of options including customized inflation.
Are living expenses entered as a net or gross figure?
Answer: Living expense figure should be entered in net value. RightCapital will automatically calculate all federal, state and FICA taxes separately.
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For additional assistance within RightCapital please contact Support.