Tax-Deferred savings cards allow you to reflect outside contributions to a tax-deferred account.
You can add tax-deferred savings into RightCapital within the Savings section of the Profile (or the Savings step of the initial data entry process) by clicking Add Saving > Other > Tax-Deferred:
Anything entered as part of a Tax-Deferred savings card will be shown as an employer contribution, and be tracked in the Retirement > Cash Flows > Invested Asset tab. These cards are not subject to contribution limits.
There will be an additional variable in each card that allows you to select which account bucket the savings will flow to. The options for tax-deferred savings are:
401(k), 403(b), or other retirement plan
Traditional IRA or other IRA
