Expert Tips for Navigating Social Security within RightCapital

We all know that Social Security can be complicated, but RightCapital is here to help you confidently navigate conversations about the topic with your clients. Join us for a deeper dive into all things Social Security in RightCapital, including:

• Modeling Social Security benefits
• Capturing adjustments to Social Security such as WEP, GPO, penalties, and delay credits
• Reviewing settings and assumptions that impact Social Security
• Comparing filing options

[Originally presented 9/6/24]

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RightCapital's mission is to create Right Plans for Real People™. RightCapital is used by thousands of financial advisors to grow their practices and set their clients on the path to financial success. Founded in 2015, RightCapital is the fastest-growing financial planning software with the highest advisor satisfaction*.

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