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RightCapital - Retirement Analysis Tool - Anyone has access?
08-23-2022, 04:04 PM
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#1
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Full time employment: Posting here.
Join Date: May 2013
Posts: 517
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RightCapital - Retirement Analysis Tool - Anyone has access?
I'm trying to get access to RightCapital retirement analysis tool without paying $140 or $180 per month.
The tool seems superior to some of other Retirement Analysis Tools I have tried (Fidelity Retirement Analysis Tool, Personal Capital, NewRetirement).
Any suggestions?
https://www.rightcapital.com/
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08-23-2022, 04:05 PM
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#2
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Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
Join Date: Jun 2016
Posts: 6,301
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Why is it superior?
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08-23-2022, 04:10 PM
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#3
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Full time employment: Posting here.
Join Date: May 2013
Posts: 517
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 Quote:
Originally Posted by COcheesehead
Why is it superior?
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Maybe superior is stretching it.
These are some very useful features:
Roth conversion feature
Income Tax feature
Very user friendly
Ability to create scenarios quickly
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08-23-2022, 04:15 PM
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#4
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Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
Join Date: Jun 2016
Posts: 6,301
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Quote:
Originally Posted by G-Man
Maybe superior is stretching it.
These are some very useful features:
Roth conversion feature
Income Tax feature
Very user friendly
Ability to create scenarios quickly
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If there is value, possibly more than enough to cover the cost, they pay for it, no?
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08-25-2022, 05:12 AM
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#5
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Full time employment: Posting here.
Join Date: May 2013
Posts: 517
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Any other feedback on this topic?
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11-27-2022, 04:38 PM
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#6
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Full time employment: Posting here.
Join Date: May 2013
Posts: 517
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Anyone use the RightCapital retirement analysis tool?
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12-04-2022, 11:11 AM
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#7
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Full time employment: Posting here.
Join Date: May 2013
Posts: 517
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Anyone use the RightCapital retirement analysis tool?
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12-04-2022, 11:16 AM
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#8
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Moderator
Join Date: Feb 2010
Location: Flyover country
Posts: 22,588
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After more than three months, I think most folks would conclude there were no answers forthcoming.
__________________
I thought growing old would take longer.
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12-04-2022, 11:18 AM
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#9
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Full time employment: Posting here.
Join Date: May 2013
Posts: 517
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Quote:
Originally Posted by braumeister
After more than three months, I think most folks would conclude there were no answers forthcoming.
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Ok. Thanks
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12-05-2022, 10:39 AM
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#10
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Thinks s/he gets paid by the post
Join Date: Jul 2011
Location: Reading, MA
Posts: 1,049
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There are limits to the accuracy of longer range retirement planning anyway.
"Man plans, God laughs."
Once you understand a handful of basic principles, it's fairly easy to assemble your own plan, updated annually with market performance, updated SS projections, etc.
Right now, for instance, is the time for end of year planning, deciding how big a Roth conversion to do, based on 2022 income tax brackets and projected 2024 IRMAA tiers based on 2022 MAGI.
And also Tax Loss Harvesting for this particular year...
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12-05-2022, 10:58 AM
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#11
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Confused about dryer sheets
Join Date: Jun 2018
Posts: 1
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The CFP (Josh) at Heritage Wealth Planning used to offer RightCapital for a one time fee of $150. No ongoing annual charges. Might be an option.
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12-05-2022, 03:38 PM
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#12
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Full time employment: Posting here.
Join Date: May 2013
Posts: 517
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Quote:
Originally Posted by DisplacedHoosier
The CFP (Josh) at Heritage Wealth Planning used to offer RightCapital for a one time fee of $150. No ongoing annual charges. Might be an option.
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He no longer provides that option.
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12-05-2022, 06:13 PM
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#13
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Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
Join Date: Jul 2014
Location: Spending the Kids Inheritance and living in Chicago
Posts: 14,821
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Why would you pay a bunch of money for it monthly ?
Once you know your spending is not going to bankrupt you, unless things change dramatically, it will continue to coast along.
My gut rule is: If I'm spending 3.5% or less of my spendable money, then I'm fine.
I also used a few free tools and they all say I'm fine too.
__________________
Fortune favors the prepared mind. ... Louis Pasteur
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