Help Center Home

Getting Started

Take Annuity RMDs from IRA Accounts First

Set a Planned Distribution Method

Choose a Planning Method

Choose a Cash Flow Start Date

Update the Withdrawal Sequence

Change the Cash Management Method

Adjust the Allocation Method

Update Client-Specific Return Assumptions

Update a Client's Account Assumptions

Update the Tax Law Setting

Update Client-Specific Inflation Assumptions

Reduce Future Social Security Benefits

Set a Discount Rate

Change the Cash Management Method

Click the play button below for a step-by-step tutorial on Changing the Cash Management Method:

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!