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  1. 19 votes
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  2. 107 votes
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  3. 1,927 votes
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    An error occurred while saving the comment
    Melody commented  · 

    Please add a field to enter clients Required Minimum Distribution (RMD) amount - should be done for each investment they hold

    An error occurred while saving the comment
    Melody commented  · 

    On each account have a place to put in the current years RMD amount
    If they have set up a systematic withdrawal - if so monthly or annual and date
    If the RMD has been satisifed

    Melody supported this idea  · 
  4. 19 votes
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  5. 420 votes
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    29 comments  ·  Redtail CRM » Notes  ·  Admin →
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    Melody supported this idea  · 

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