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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