It’s been a lifetime saving—now it’s time to get withdrawing! Learn the best process to follow for both individual and inherited IRA’s to make sure nothing slips through the cracks each year.
Check out this recorded webinar for an in-depth look at how you can track, record, and remind yourself of those important Required Minimum Distribution items within Redtail CRM!
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Click the link below for more information on each of the features covered in the video:
00:41 - Contacts By RMD Report
02:52 - Accounts By RMD Report
05:34 - Contact Overview - Accounts
06:46 - Tax Qualified Flag on Account
07:05 - Manage Your Account
07:14 - Admins Only Section
07:16 - Manage Database Lists
07:55 - User Defined Fields (UDFs)
10:27 - Advanced Search - Bulk Actions
13:27 - Quick Add Activity
14:47 - Repeating Activities
Does something in the video look different than your screen? Redtail's Development team is continually releasing updates to the Tailwag CRM. See this post for the most up to date descriptions of new features and recent issue fixes. For recorded videos that overview CRM system updates, click here.