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← Customer Feedback for Redtail Technology

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  1. ability to sort, save & attach docs to Document page & Workflows at various stages of completion

    373 votes
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    13 comments  ·  Redtail CRM » Documents  ·  Admin →
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    Anonymous supported this idea  · 

  2. In current RMD report, add date range feature, so we can pull every client who turns 70 1/2 within that current year

    115 votes
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    3 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    Anonymous supported this idea  · 
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    Anonymous commented  · 

    Thanks for developing this. I would like to request that we be able to input an age of our choosing in addition to the pre-selected ages. I generally have clients take their first RMD the year that they turn 70 or the year after that (that depends on their exact birthday) but I certainly don't wait until 70 1/2 as that can often result in two distributions in the same tax year (which affects their taxes). So I usually search for age 69 or 70 so that we could make a really informed decision about when to take that first RMD rather than relying on the safe harbor rule. Possible?

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