Important Client Information on contact card or contact details (main page)
Important Client Information on contact card or contact details (main page)
Please add:
- household income
- Estimated yearly savings rate
- Desired retirement year
- Desired gross retirement income
- household social security income at FRA
- household social security income with claiming strategy
Use AI to develop peer group comparisons for all RedTail users.
6
votes
tlmoerman@msn.com
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