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1. RMD Value & Information section

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   94 comments  ·  Redtail CRM » Accounts  ·  Delete…  ·  Admin →
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   Reviewed  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

   The suggestion may be planned, but there is no timeline on this feature being added.

   This suggestion is remaining open and can continue to gather votes and comments!

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   Amy Tanski commented  ·  November 12, 2015  ·  Delete…

   Please add a box that checks automatically for an RMD for a client that is over 70 1/2 and a box to check manually for a client that has an inherited IRA. Just doing a birthdate search does not catch the clients that have inherited accounts requiring a distribution. A report that could then be run based on this information would be extremely helpful. Thank you.

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   Amy Tanski supported this idea  ·  November 12, 2015