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Using Redtail CRM to help track RMDs [17:13]

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We all know how important it is to make sure your clients are taking their Required Minimum Distributions (RMD). But, are you taking advantage of the client data that you’re already tracking in Redtail to quickly and easily keep your clients on top of their individualized distributions? Join us as we discuss how to use Redtail CRM to streamline this process and help your clients avoid any unnecessary penalties.

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