FacebookLinkedInTwitterInstagram

TIP #108 – How To Run Reports In (RDP) Retirement Distributions Planner Listing Clients Nearing Age 72.

|TIP #108 – How To Run Reports In (RDP) Retirement Distributions Planner Listing Clients Nearing Age 72.

TIP #108 – How To Run Reports In (RDP) Retirement Distributions Planner Listing Clients Nearing Age 72.

TIP #108 – 

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. | TIPS AND TRICKS: Tip #108 - How do I run a report in (RDP) Retirement Distributions Planner (Desktop) listing all clients approaching age 72?

By |2021-03-10T22:21:24-05:00March 10th, 2021|0 Comments