Models & Assumptions

RightCapital is known for "financial advising done just right." Highly sophisticated projections are a critical key in being able to do excellent financial planning. Dig into our commitment to accuracy and methodology by clicking on links to the following articles.

Models

Click the following articles to see detailed information on models within RightCaptial.

• Model Portfolios
• Default Glide Path
• Custom Return Scenarios
• Retirement Spending

Assumptions

Click on the following articles to view detailed information about Assumptions used in RightCapital.

• Global Asset Return Assumptions
• Client Specific Return Assumptions
• Client Specific Other Assumptions
• Client Specific Tax Assumptions
• Global Inflation Settings
• Misc Assumptions

Tax Information

Click the following articles to view detailed information about Federal and State taxes in RightCapital.

• 2018 TCJA Details
• 2018 TCJA Changes
• Tax Estimate and Simplified Form 1040