When I hover my mouse over the client's name in the upper left corner of the plan, why is the client's age different than in the first year of the Retirement > Cash Flows?

Should I set up trusts accounts as family members on the Family Profile?

No, trust-owned assets can be entered within the Net Worth area. For additional information on adding trust owned assets please review this Help Center article.

For additional assistance within RightCapital please contact our Support team.

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