Misc Assumptions

Review and customize misc assumptions

Navigate to Advisor Portal > Assumptions > Misc to review and update miscellaneous assumptions.

Default misc assumptions

RightCapital uses the following default miscellaneous assumptions:

These assumptions can be updated globally in the Advisor Portal > Assumptions > Misc tab. Miscellaneous assumptions include:

  1. Cost of purchasing a real estate property: The default of .1% represents costs associated with purchasing a property.
  1. Cost of selling a real estate property: The default of 6% represents typical real estate agent fees associated with selling a property.
  1. Expense adjustment upon the death of a co-client: The default 15% figure represents the reduction in living expenses associated with the death of a client or co-client.

The assumptions will be applied to the Retirement > Cash Flows should we simulate buying or selling real estate, or a client passing away within the projection.

Client specific misc assumptions

The assumptions can be adjusted on a client-by-client basis by opening the plan and navigating to the Gear Icon > Settings > Other Assumptions tab.

RightCapital is committed to enabling your success. Each week, we set aside time to cover important updates and host a Q&A with the product team, giving you a direct line of access to the experts behind the curtain. Visit the Upcoming and Most Recent Webinars area to register today!

Also, be sure to check out the Getting started guide and our YouTube channel for more!

For additional assistance adjusting misc. assumptons please contact Support.