RightCapital updates
RightCapital updates

Retirement Spending Strategies





We've introduced a new way for you to illustrate managing client spending in retirement! Using dynamic spending strategies, you can show client spending adjusting based on behavioral or market-specific strategies. You can set the strategy as part of the client's retirement expenses in the Profile and/or proposed new strategies in the Retirement action items. You can also customize or add additional strategies in the advisor portal.

As part of this update, we have changed what was previously the Income tab on the Retirement/Analysis screen to the Retirement Details tab, and added a new Retirement Spending chart that you can use to help illustrate the impact of the new strategies on spending.

Please see our Help Center for details on the different strategies!