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  1. 26 votes
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  2. 1,963 votes
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    Anonymous commented  · 

    Would like to have a check block indicating that a client is or isn't in RMD status. Be able to link the RMD amount to each account that will tally the total amount for each of their accounts. Would also like to have a reminder or completed check block to let us know if the RMD was completed or not.

    Anonymous supported this idea  · 
  3. 84 votes
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    Anonymous supported this idea  · 
  4. 61 votes
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    Anonymous supported this idea  · 
  5. 59 votes
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    Anonymous supported this idea  · 

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