What impact will adjusting the retirement spending strategy have on a plan?
The retirement spending strategy will only impact retirement living expenses, entered within the Profile > Goals > Retirement Expense card. The spending smile and spending stages will adjust retirement spending along with lifestyle changes as clients age, while the Floor and Ceiling and Guardrails strategies will adapt retirement spending based on market performance.
To read more details and background for each strategy type, click here.
Contact Us
For additional assistance within RightCapital please contact our Support team.
Educational Webinars
RightCapital is committed to enabling your success. Each week, we cover essential planning modules and product updates.
RightCapital in Action
Check out our YouTube channel where we highlight Advisor Success Stories and share more Tips & Tricks!
