We all know how important it is to make sure your clients are taking their Required Minimum Distributions (RMDs). Redtail CRM makes it easy to track all active clients who are over the age of 70 ½. For clients who are not 70 ½ but inherited an IRA, we recommend adding an “inherited IRA” Keyword to their contact record.
Come to this session to learn ways to track and implement an RMD process that could work for your office!
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Click the link below for more information on each of the features covered in the video:
02:28 - Create Custom Export Templates
06:10 - Advanced Search
06:59 - Run a Custom Export
09:50 - Accounts by RMD Report
12:19 - Contacts by RMD Report
15:25 - Adding Keywords to Database
17:30 - Adding User Defined Fields
20:59 - Changes in Bulk