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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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   Brian Berkenhoff commented  ·  Apr 15, 2015  ·  Delete…

   Add the ability to track if a client has funded their IRA for the current and prior year as well as the amount. The same feature also for if a client has withdrawn money from an IRA for the year. I would like to see it be able to be linked to the accounts section for the client as well and searchable.

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   Brian Berkenhoff supported this idea  ·  Apr 15, 2015