Required Minimum Distribution
I would like to see Redtail Create a Required Minimum Distribution tab. This tab could have fields for each IRA that a client has and the advisor office can be fill in. In addition field for the Factor needed to calculate the RMD could be entered for the calculation to take place. It would also be nice if it would keep the records from year to year and if a detail section could be typed into for when the distributions where taken and how much were Qualified Charitable distributions etc.
Clint
shared this idea
Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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Catherine Cleveland
commented
In addition to this, I'd like the RMD to be a searchable item so we could search for a completed list of clients with RMDs