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RMDs- Stay Out of the Penalty Box! [24:36]

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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

07:37 - Import Accounts from an Excel Spreadsheet into the CRM

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

22:14 - UDF Reports: Contact User Defined Fields

 

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