What are "AV Based Fees" and "Benefit Base Fees"?

RightCapital provides optional fields to enter annuity fees when adding an annuity with the Lifetime Income distributions option. You can either enter these fees as a percentage of the annuity value (AV Based Fees), or as a percentage of the benefit base (Benefit Base Fees).

Any fees entered here will reduce the value of the annuity in the Retirement > Cash Flows > Accounts tab on an annual basis.
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!