Jane Llanes
My feedback
3 results found
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1,924 votes
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!
An error occurred while saving the comment Jane Llanes
supported this idea
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210 votes
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!
An error occurred while saving the comment Jane Llanes
commented
Sounds like a good idea, let's do it Redtail!
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488 votes
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!
Jane Llanes
supported this idea
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Would love to be able to input a date that the RMD is scheduled to distribute out of the account on the dashboard. I set them up to distribute ahead of time and would love to be able to see the anticipated withdrawal date on the dashboard so that when I go back into the dashboard a few weeks later, I don't have to start all over again with who and who hasn't had their's scheduled. Also a place to put a note about how the client prefers to handle the RMD, i.e. reinvest (journal) into a taxable account ***, send the client a check, ACH it to their bank, etc. That would be so helpful year after year!!!