RightCapital Announces Tax Strategy Module for Optimal Tax-Adjusted Portfolio Values

With the click of a button, advisors can now create the optimal tax strategy for their clients, balancing asset location, withdrawal, and Roth conversion strategies. RightCapital introduced this groundbreaking tax strategy module to help financial advisors enhance client portfolios.

SHELTON, CT / ACCESSWIRE / September 26, 2024 / RightCapital has unveiled a new module aimed at revolutionizing tax strategy planning for financial advisors. This industry-first tool allows advisors to pinpoint changes in asset location, withdrawal, and Roth conversion strategies to optimize tax-adjusted ending portfolio values.

According to Dain Runestad, SVP of Product at RightCapital, the new feature was developed based on user feedback, aiming to save time and enhance advisor-client relationships. The updated platform now includes a one-click solution for dynamically testing tax strategies, eliminating the need for manual adjustments.

Co-founder and CEO Shuang Chen highlighted that this innovation aligns with RightCapital’s mission to help advisors identify growth opportunities and achieve clients' financial goals. The new capabilities are available across Basic, Premium, and Platinum subscriptions.