When the "goal-based" planning method is selected, RightCapital will remove all options besides pension and annuity from the "add income" menu. Other types of income will not be used in future cash flow projections. To add additional income sources, change the Planning Method to "Cash Flow" or "Modified Cash Flow" in the Gear icon > Settings tab within the client plan.
Why do I only see pension and annuity in the "Add Income" menu?
Educational Webinars 
RightCapital is committed to enabling your success. Each week, we cover essential planning modules and product updates.
