Retirement Spending Stages is one of five retirement spending strategies built into each RightCapital account. This strategy can be found and adjusted within the Advisor Portal > Models > Retirement Spending tab:
The Spending Stages method allows you to create three stages of retirement spending, where expenses are reduced by specific percentages at each stage. The first stage will start at the client’s retirement, and the last stage will end at the end of the plan. This strategy will allow for customization on the starting age of the second and third stages, as well as the expense adjustment % for each. Adjustments can be made in the Advisor Portal > Models > Retirement Spending tab.
