My feedback

1 result found

1. RMD Ages in Contact Information

   78 votes

   Vote Vote Vote

   Vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   1 vote 2 votes 3 votes Remove votes

   You have left! (?) (thinking…)
   7 comments  ·  Redtail CRM » Contact Record  ·  Delete…  ·  Admin →
   How important is this to you?

   Not at all You must login first! Important You must login first! Critical You must login first!

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close
   Received  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

   Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps. 

   This suggestion is remaining open and can continue to gather votes and comments!

   Kristin Cost supported this idea  ·  Feb 5, 2019
   An error occurred while saving the comment
   Kristin Cost commented  ·  Feb 5, 2019  ·  Delete…

   Please Please make this happen. It lowers the possibility for error especially for IRA withdrawals at 59.5. Even one day off and the client will end up with an IRS penalty.

   Save Submitting...