Need assistance with data entry? RightCapital is here to help! Please use the common questions and answers below to assist you in generating financial plans. For additional assistance use the link to our support team at the bottom of the article.
Any trust owned account will add value to the client’s net worth and will be listed on the balance sheet as trust owned.
When modeling a trust owned asset, you will not have an option to specify the client's as owners. If one of the clients is responsible for the taxation within a grantor trust, they can be identified as the grantor on the trust within the Net Worth or Estate area.
If you want to see the trust income flowing into the plan, navigate to the Retirement > Cash Flows > Summary Page and look under the Income Inflows. You can also see a breakdown of retirement income sources, including trust income, within the Retirement > Analysis > Retirement Details Tab.
For additional assistance within RightCapital please contact our Support team.
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!