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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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   Anonymous commented  ·  November 03, 2015  ·  Delete…

   Need a way to show that RMD's have been set up for IRA accounts.
   If they are systematic and what month they will come out.

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   Anonymous supported this idea  ·  November 03, 2015