Jane Llanes
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1,963 votes
The suggestion may be planned, but there is no timeline on this feature being added.
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494 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
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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!!!