Tax-Free savings cards allow you to reflect outside contributions to a tax-free account.
You can add tax-free 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-Free:
Anything entered as part of a Tax-Free 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-free savings are:
Roth 401(k), Roth 403(b), or other Roth plan
Roth IRA or other tax-free plan
