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1. RMD Value & Information section

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   95 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!

   Christina supported this idea  ·  Feb 4, 2015
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   Christina commented  ·  Feb 4, 2015  ·  Delete…

   Under the accounts section. It would be great if we could setup Qualified funds to let us know when a client reaches 70 1/2 (and be able to pull report). It would also be great under each Qualified account to be able to list if RMD is setup auto or manual. It would also be great to list if RMD is setup annual, semi-annual, quarterly, or monthly. It would also be great to be able to pull an Accounts Report listing all Qualified Funds and if RMD is setup auto or manual and when RMD should complete if AUTO.

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