RightExpress: Savings

Client savings can be entered in the RightExpress Savings card, which will only be available within the Retirement module.

Savings Data Entry

Click on this card to open a data entry drawer on the right side of your screen, allowing you to input the savings information:
1
Enter the client(s) Taxable, Tax-Deferred, and Tax-Free savings contributions. This should be an annual figure.
2
Total savings contributions for the client(s) will be displayed under the specific account categories, with a Household total displayed underneath.
3
Click 'Save' to lock in the savings contributions for the client(s).
Saving Inflation
Saving contributions will increase with annual inflation. The default inflation figure used for client plans is 2.5%. This can be adjusted under the Advisor Portal > '...' (More Menu) > Assumptions > Inflation.
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