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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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   Deb commented  ·  December 09, 2011  ·  Delete…

   Please add a feature to flag clients (based on birthdate) that qualify for Required Minimum Distributions and then add an option to track or note the date/amount of the distribution.

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   Deb supported this idea  ·  December 09, 2011