kgudgel
Level 4
05-19-2020
08:00 PM
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Yes, I did mean 72 for RMDs.
But is there any way of putting a flag on all clients at a certain age? Can I add tax planning suggestions based on my own criteria?
Related to this - the excel file for the client advisor imports some things based on field names. Where can I get a list of those field names (for instance birthdate, so I can import it into Excel and do my own logic there)?