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# right-capital
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    Account source details  Improvement   When reviewing accounts in the Profile / Net Worth / Account drawer, you can now quickly reference the source name and last update time for accounts that are integrated or linked via aggregation.
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    @mysterious-tomato-10057 If I select Maximum Contribution under Savings > HSA account, it assumes family max, not individual max. Is there a setting I'm missing or do I need to just enter the flat $ amount myself?
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    Tax Analyzer client access  Improvement   We've added more flexibility when sharing the Tax Analyzer module with your clients. From the Advisor Portal/Planning Access tab, click on the 'Tax Analyzer' to specify which sections your client can see.
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    Goal based enhancement  New   For client's who use the goal based planning method, you can now incorporate pension and annuity income sources into the plan.
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    Full screen view  New   We've added the ability to view modules using 'full screen' mode to quickly identify the impact of proposed action item changes on various charts/tables. Click on the arrow icon next to the module title in order to: hide the site navigation, page descriptions, and other applications highlight the charts and action items, which use sticky scrolling to enhance efficiency The feature is available in key modules such as Retirement Analysis, Life Insurance, Disability Insurance, Tax...
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    Updated return assumptions  New   We've updated our predefined Historical Index and Forward-Looking assumptions sets with the latest data to reflect updated return and volatility values. If you are using the Standard Monte Carlo model, you will notice the values were updated automatically and will have an impact on your client plans. When using the 'Customized Returns' set, only the volatility values were updated. To learn more about our Asset Return Assumptions, visit the <a...
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    State tax parameters  Improvement   The state-specific tax parameters have been updated to reflect any state tax law changes for 2025. This includes updates to the state deductions, exemptions, and tax brackets/rates.
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    Account assumptions for taxable assets  New   We've added the option to specify the percentage of Bank and Brokerage accounts that will pass to the surviving client at death. To review the assumptions, navigate to the Settings / Accounts Assumptions tab from the client's plan.
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    Support for password-protected returns  New   When uploading tax returns in the Tax Analyzer module, we now support uploads for documents that are password protected.
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    Enhanced action items  Improvement   By popular demand, newly added action items in the Retirement / Analysis module will only apply to the plan that is selected in the Probability tab. To incorporate the item in other proposed plans, simply select the item from the ‘Add or remove action items’ drawer of that plan.
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    Retirement income and spending charts  New   We’ve added four new charts to the Retirement Details tab to help you explain the decumulation stage and the impact of dynamic spending strategies. Income comparison – compares the income sources used to cover expenses during retirement and the income stability ratios for the two plans selected on the Probability tab. Total spending comparison – provides a comparison of the total retirement spending broken out by spending category for the two selected plans. Floor and ceiling...
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    Risk questionnaire enhancements  New   To provide more customization options when creating a new risk questionnaire, we’ve added rich text capabilities and the option to include an image within a question. To open the text formatting tools, simply highlight the text you want to edit.
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    Updated health care and LTC values  Improvement   The national average values for Retirement health care & Long-term care costs have been updated to reflect the most recent survey results. If your clients are using the 'national average' cost estimate for either goal, those expenses will be automatically updated in the plan. We have also updated the default ‘Pre-Medicare’ and ‘Out of pocket’ costs for clients who switch to use the ‘Detailed estimate’ option.
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    Multiple tax strategies  New   By popular demand, you can now create multiple tax strategies and illustrate the impact of each strategy on the client's plan. Strategies can be created in the Tax / Tax Strategies tab by opening the Edit drawer from the Action Items. Each strategy can be customized to include asset location, withdrawal, and Roth conversion proposals. The tax strategy proposals can then be applied to the clients plan by navigating to the Retirement / Analysis / Action Items and selecting the Tax...
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    How did we get it to be free?
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    Default college goal  New   You can now specify if a college goal will be automatically created when adding a child to the plan. To adjust your preferences, navigate to the Advisor Portal / < gear > / Account / Preferences tab.
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    Tax law client preset  New   We've expanded the client presets to include the Tax law setting. To set the defaults for new clients, go to the … (More) / Client Settings / Client Presets tab.
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    do I have to put in my CC to the Profile sections if I pay them all every month - meaning it's not really debt
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    Upload 2024 tax returns  New   The Tax Analyzer now supports upload of 2024 tax returns. When uploading a tax return, specify the tax year directly in the upload drawer and we will use the corresponding year's tax parameters to run the analysis.
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    + New page to report  New   We've added the flexibility to add new pages as part of the PDF report deliverable. From the Reports or Report Template page, click the + New Page button to customize the page title and content, which includes rich text editing features. The new page(s) can then be reordered using our drag and drop feature. To learn more about Reports, visit the Help Center.
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    Anyone here actually use the tax analyzer? for what purpose?
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    Snapshot image widgets  New   You can now add images to the client's Snapshot. From the Add item menu, select either the full size or mini image option to upload your image. The new widgets are also available as part of the Snapshot template.
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    Notes and tasks sync to CRM  Improvement   If you use Wealthbox or Redtail as your CRM provider, notes and tasks will now sync for imported households. The notes and tasks will display within the CRM in the dashboard and contact record. To learn more about our integrations, visit the Help Center.
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    RightIntel Dashboard widgets  New   We've added four new widgets that can be incorporated into your RightIntel Dashboard. The new widgets can be found under the 'Add' menu and include: Top clients by logins Top clients by vault uploads Top clients by outstanding tasks Clients per risk category
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    Stop retirement expenses during LTC  New   You can now specify that retirement monthly expenses will stop when the last long-term care event begins. The new option can be selected within the Long Term Care goal card.
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    Home improvement expenses  Improvement   When setting up a Home Improvement goal, you can now capture any additional property tax, insurance, or maintenance expenses that will be incurred.
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    Does employer match get included in the 401k savings in our plan? I'm starting a new job next month with a match on my 401k, so I tried adding a new 401k savings goal that includes an employer match, but I don't see the match being included in my cash flow screen for the next few years
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    M1 account syncing is now working again in #C056LMV4SAD!!!
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    Was there a recent update to right capital? My plan's probability of success dropped a ton overnight
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    Firm navigation updates  Improvement   If you are the super admin of your firm, you will notice a few changes to the navigation menu. The Admin tab has moved to the Advisor Portal main navigation level. The firm's Accounts tab is now found in the Admin Portal under the Gear menu. Firm level Templates and Billing are now found in the Admin Portal at the main navigation level.