Frequently Asked Questions

Need assistance? 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 connect with RightCapital's support team at the bottom of the article.

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Popular FAQ's

• Top 5 Questions

• Creating Multiple Proposed Plans

• Modeling Pension Options in a Financial Plan

Data Entry FAQ's

Family Profile

• Family Profile

Income

• Income

• Income Distributions

• Social Security Income

Savings

• After Tax-401k Contributions

• Education Savings Accounts

• Savings

Net Worth

• Account Aggregation

• Adding Annuities

• Business Assets

• Cash Value Life Insurance

• Inherited IRA's

• Insurance Policies

• Investment and Vacation Properties

• Net Worth

• Primary Home

• Stock Plans

• Student Loans

• Trust Owned Assets

Expenses

• Expenses

Goals

• Cash Reserve Goal

• Goals

• Property Goals

• Retirement Health Care Costs

Settings and Assumptions FAQ's

Settings

• System-Wide Client Presets

• RightPay

Assumptions

• Account Assumptions

• Asset Return Assumptions

• Global Inflation Assumptions

• State and Local Tax

Models

• Glide Path

• Retirement Spending Strategies

• Return Scenarios