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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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   John Wage commented  ·  Feb 18, 2016  ·  Delete…

   Most clients have several IRAs and choose to satisfy the RMD from alternating accounts. Tagging the 'RMD satisfied'/ auto, to their birthdate
   is not accurate with multiple accounts. More specific detail per individual account is warranted to be useful. Thanks for starting the feature.

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   John Wage supported this idea  ·  Feb 18, 2016