Planning
 "Tax Strategies tool in RightCapital, showing tax strategies, asset location, withdrawal, and Roth conversion strategies on a blue background.")
September 22, 2026
Tax Planning in RightCapital: Tax Strategies and Tax Analyzer
Why tax planning has become one of the most visible deliverables for advisors and an overview of RightCapital's award-winning tools, Tax Strategies and Tax Analyzer.
- Planning
 "Debt repayment strategy guide with a RightCapital financial planning graph showing savings of $10,174 and debt-free 36 months sooner.")
August 27, 2026
How to Build a Debt Repayment Strategy for Financial Planning Clients
Only 14% of clients raise debt worries with their advisor. How to build a repayment strategy they'll finish, and tie it to the retirement plan.
- Planning
 "Guide on retirement spending strategies with a RightCapital chart on floor and ceiling spending analysis, showing a $6,520,371 total retirement expense.")
August 7, 2026
Dynamic Retirement Spending Strategies: A Financial Advisor's Guide
Clients don't spend in a straight line. Learn how dynamic retirement spending strategies model real behavior and market swings in a financial plan.
- Planning
 "The Top 5 Retirement Planning Questions Clients Ask (and How to Answer Them)")
June 18, 2026
The Top 5 Retirement Planning Questions Clients Ask (and How to Answer Them)
The top retirement planning questions pre-retirees ask and how to answer them live in your planning software.
- Inside RightCapital
- Planning
 "Title \"Annuities & Building a Stable Retirement Income Strategy\"")
June 11, 2026
Annuities & Building a Stable Retirement Income Strategy
A guide for advisors on building stable retirement income with annuities (& what can be done within RightCapital).
- Planning
 "Title of \"How Annuities Work: A Guide to Types, Taxes, and Income Distributions for Financial Advisors\"")
June 9, 2026
How Annuities Work: A Guide to Types, Taxes, and Income Distributions for Financial Advisors
Understand the mechanics of annuities so you can match annuities to the right clients.
- Planning
 "Screenshot of RightCapital's Snapshot and text \"How to Use RightCapital's Snapshot: A One-Page Financial Plan\"")
January 27, 2026
How to Use RightCapital’s Snapshot™: A One-Page Financial Plan
In RightCapital, Snapshot is a customizable dashboard that pulls key planning metrics into a single, client-friendly view.
- Inside RightCapital
- Planning
 "Screenshot of RightCapital's Medicare tool with header \"Helping Clients Avoid Costly Medicare Mistakes\"")
November 25, 2025
Helping Clients Avoid Costly Medicare Mistakes
Find out how RightCapital can help you guide your clients to make the necessary decisions surrounding Medicare.
- Planning
 "Screenshot of RightCapital's Cash Flow Maps and text \"Goals-Based vs. Cash Flow Planning: What to Use and When\"")
November 21, 2025
Goals-Based vs. Cash Flow Planning: What to Use and When
With RightCapital, financial advisors have the flexibility to choose between cash flow, goals-based, or a third “modified cash flow” option.
- Planning
 "Michael Kitces quote, \"The nature of tax planning now is different. We've gone from, ‘I do tax planning around what I'm implementing for you’ to this realm of ‘I'm going to pull out your tax return and see if I can find opportunities and ideas that might lay some additional value on you.’\"")
March 3, 2025
5 Insights from Michael Kitces on Tax Planning in 2025
Michael Kitces dives into why tax planning is an important service for advisors and how to integrate it into your practice.
- Planning
- Industry Intel
- Advisor Stories
 "1040 tax forms")
March 26, 2024
How These Financial Advisors Talk Tax-Planning with Clients
This article explores the tactics used by two real financial advisors in client conversations about tax planning.
- Advisor Stories
- Planning
 "Piggy bank next to a jar full of money")
May 25, 2023
Minimizing Retirement Tax Liabilities with Roth Conversions
A Roth Conversion strategy can reduce clients’ taxes during retirement and add more tax-free assets to a client’s estate.
- Planning
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