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Release Note Focus: A Redtail Update With Recent Passage of the SECURE Act

Category: New Features, Release Notes
New Feature announcement

While changes in the RMD age with the passage of the SECURE Act last month are unlikely to affect a huge percentage of any given advisor’s clients, its passage did mean that we needed to update our Contacts by RMD Report in order that you might use it to accurately track those clients required to take distributions in accordance with the new law. Now, you will find that “72 and up” has been added as a Filter Option for Age:

Contacts by RMD Report

You can visit our documentation for the Contacts by RMD Report in Redtail CRM here.

Also, you might be interested in registering for a webinar we’re co-hosting with our partners RightCapital on February 19th to discuss the financial planning opportunities associated with the SECURE Act.

You can also see the rest of our release notes for today here.

Redtail dog with a headset

Posted by: Redtail Technology
About: Redtail Technology, Inc. is a leader in web-based Client Relationship Management solutions for financial advisors.