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RMDs Got You Down?

TAKE THE PAIN OUT OF CALCULATING AND TRACKING RMDs FOR YOUR CLIENTS

Are You Tired of:

  • Reading about the new SECURE Act rule changes?
  • Calculating RMDs by hand or on spreadsheets?
  • Trying to track client RMD withdrawals to see if clients have taken them?
  • Monitoring custodians who calculate most RMDs, but not all of them?
  • Pondering which clients are Eligible Designated Beneficiaries (EDBs)?
  • Wondering how to manage the new 10-Year Rule accounts?

ProTracker RMD Allows You to Calculate:
  • A Successor Beneficiary option to facilitate the new 10-Year Rule and the continuation of the 10-Year Rule payout period for subsequent beneficiaries.
  • A clear delineation of Eligible Designated Beneficiaries (EDBs), with special screens to track the 10-Year Rule Exceptions for spouses, chronically ill or disabled persons, children in school and family members within ten years of age of the decedent.
  • A separate panel to track the expirations of 10-Year Rule accounts.
  • A global 10-Year Rule Account screen to monitor all client accounts for account expirations.

TIPS, TRICKS, AND THINGS YOU SHOULD KNOW

​HAVE QUESTIONS? WE'RE HERE FOR YOU!

ProTracker RMD Calculator Assistant was developed to take the headache out of calculating and tracking RMDs, which has become even more odious with the new SECURE Act. Our experience as advisors gives us a unique understanding of your needs, and our goal is to make your business more efficient.

To learn more about ProTracker Advantage® (CRM) for your firm, fill out our CRM evaluation form. We respond to all inquiries.
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