Ken
My feedback
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1,924 votes
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Ken
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842 votes
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Ken
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268 votes
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222 votes
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commented
This would be great. Impressive & ideal would be to have the ability to set a radius on the map, then export a report/attach workflows to those profiles!
Ken
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325 votes
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Ken
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251 votes
Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
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Ken
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YES! Age as a trigger would be great for RMD purposes.
Other ages:
It would also be very helpful to have a Trigger that is those ages when custodial accounts reach the age of attainment; it varies by state but shouldn't be too long of a list, all are around the same range. A six month window (before that age) would be a decent window, to get paperwork/let them consider their options.