Would like to see beneficiary, or inherited IRAs, included in the RMD report, to make sure these clients' RMDs are not overlooked..
Add an "OR" statement to include inherited IRAs in RMD report regardless of age?
42
votes
Todd Meier
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!