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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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   Suzanne commented  ·  June 29, 2011  ·  Delete…

   I feel the same way, but have created a quicklist for "clients over 69 with tax status equal to traditional IRA's" (if you do it over 70, it will not inclued them). You do have to make sure all of your accounts are coded as IRA's though....very time consuming process, but it works once you have it done and keep up with it.

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