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1. RMD Value & Information section

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   97 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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   Anonymous commented  ·  Jun 1, 2018  ·  Delete…

   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.

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   Anonymous supported this idea  ·  Jun 1, 2018