Running A Report For All Clients Nearing Age 72 in (RDP) Retirement Distributions Planner

|Running A Report For All Clients Nearing Age 72 in (RDP) Retirement Distributions Planner

Running A Report For All Clients Nearing Age 72 in (RDP) Retirement Distributions Planner

How do I run a report in (RDP) Retirement Distributions Planner (Desktop) listing all clients approaching age 72?

This unique Brentmark tool will search within the folder used for data files, scanning each file, and report for a plan owner reaching 71 or 72 in the current year.

STEPS:
  1. Select the “Tools” menu.
  2. Select “Birth Dates and Ages Reports”.
  3. Select “Report for Ages 71-72”.

If you have questions about this feature or require additional support, please Submit A Support Ticket.

 

Brentmark, Inc. | RDP - Tool: Report on Clients 71-72 This Year

By |2021-03-10T22:01:51-05:00March 10th, 2021|0 Comments