J. DiMarzo
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1,963 votes
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Please add a QLAC IRA and or an Immediate Income IRA option to the Tax Qualified Type drop down menu.
While running account reports by tax qualified type to get an accurate RMD report for our client list you cannot distinguish these accounts with the options available. By adding a QLAC IRA or Immediate Income IRA the report becomes an efficient filter and helps generate a more accurate report. Adding keywords and user defined fields can be helpful at times but not in this case. The keywords and user defined field requires pulling multiple reports and combing through multiple spreadsheets and is not efficient. Not to mention if you miss adding the keyword or user defined field to an account because it is in another area when setting up an account. The Tax Qualified field is part of the basic account set up and would be more efficient and more accurate marker. Please add this soon!