What’s the best tab for modeling different pension options?

The best place to compare pension options is within the Retirement > Analysis > Probability tab. In the Action Items, select Add New Items > Income > Pension to model different pension options that will only affect the proposed plan. This can then be compared against the current plan.

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!