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Jeremy

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  1. RMD Value & Information section

    1,963 votes
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    95 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    Jeremy supported this idea  · 
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    Jeremy commented  · 

    We should also be able to enter $ amounts related RMD. (1) amount taken YTD (2) annual RMD amount.

  2. Account Risk Tolerance and Time Horizon Fields

    292 votes
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    23 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    Jeremy supported this idea  · 

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