How can I see the benefits of adding an annuity to the proposed plan?

Within the Retirement > Analysis section, you can open the Action Items at the bottom of the screen and click Edit > Add New Items > Annuity. This will add a proposed annuity purchase to the proposal you are currently working on.

For a quick video walk-through, click here. For a more comprehensive written guide, click here.

For additional assistance within RightCapital please contact our Support team.

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