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Please add a field for all investment type or annuity accounts that can flag a required minimum distribution. For easiest implementation another field should be added to select "Qualified", "Non-Qualified", "Roth", or "N/A" to any account type, in addition to the current "Account TQ Type" option. There should also be a field within the account data scope titled "Required Minimum Distributions" similar to the "General Information" or "Account Rider" sections. We should then have the ability to select "Auto RMD" or "Manual RMD" from a drop-down box. Last we need an editable field for the date that the Auto RMD is sent or the client's preferred distribution date for a manual RMD.
Having a way to manage and search Required Minimum Distribution information would allow us to be much more time efficient and satisfied with Redtail's service. Keeping track of these distributions is important to keep our clients out of trouble with the IRS.