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  1. RMD Value & Information section

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    95 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    Anonymous commented  · 

    Using the DOB information as a trigger, post a notification or alert at the beginning of the year or quarter in which a client turns 70 1/2, so the initial RMD is not missed.

    Anonymous supported this idea  · 

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