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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!

   Kathryn supported this idea  ·  January 11, 2012
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   Kathryn commented  ·  January 11, 2012  ·  Delete…

   Another solution could be a report that we could run annually that would show everyone that would be 70 1/2 that year and therefore need to start RMD's that year. Currently I have to run 2 reports for age 70 and 71 (by year of birth) and then manually determine who will be 70 1/2 that year.

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