RMDs in Redtail · RIA Operators

RMDs in Redtail

Does anyone have an efficient system to track & manage RMDs (through Redtail or otherwise)? I have seen several methods using contact & account UDFs, but find that I'm still also using a trusty Excel spreadsheet to keep all of the intricacies straight. Would love a system that could also be easily accessed & understood by the rest of the office when clients call with RMD questions. Thanks!

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