Can I set these Tax assumptions at a global level?

Several of the tax assumptions listed here can be adjusted within the Taxes area of the Advisor Portal > Client Settings > Client Presets tab. Any changes made within this area will be applied to new clients created in RightCapital going forward. Existing clients will not be impacted.

You can read more about Client Presets below:

Client Presets - Knowledge Base

For additional assistance within RightCapital please contact our Support team.

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