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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!

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   Stephen commented  ·  Jan 5, 2016  ·  Delete…

   We need this feature, HIGH PRIORITY
   It would be helpful if it were based of contact birthdate, but also must have the ability to be assigned manually because of Inherited IRA accounts

   THANK YOU!

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   Stephen supported this idea  ·  Jan 5, 2016