RMD field on client profile page
It would be great to have an RMD status button at the top of a client's profile that is age 72 but turning 73 in the current year that shows if the RMD requirments have been met or not. Something that would have to be manually clicked on. Then on 1/1 of very year going forward that button would reset. Something that we could run a report of off to see who needs to take an RMD or not. But once someone is deceased that button would no longer be shown for that deceased client. There needs to be an easier way to track RMDs....
3
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Dan Girard
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