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1. RMD Value & Information section

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   95 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  ·  Dec 17, 2015  ·  Delete…

   We really need this feature! Not just for RMD's and Inherited IRA's but it would be nice to select other important birthdates as well (60 and 65 for instance).

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   Anonymous supported this idea  ·  Dec 17, 2015