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1. RMD Ages in Contact Information

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   7 comments  ·  Redtail CRM » Contact Record  ·  Delete…  ·  Admin →
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   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
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   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.

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