Retirement RMD
Ensure clients turning 73 are prepared for Required Minimum Distributions from their retirement accounts.
I want to ensure my clients are prepared for Required Minimum Distributions from their retirement accounts.Follow these steps:1. Search my CRM for clients whose birthdate indicates they will turn 73 within the next 30 days.2. Review their CRM record to check retirement accounts and previous RMD discussions.3. Draft a personalized RMD reminder email in my draft folder.4. Create a follow-up task for each client due in 2 weeks.5. Add a note to each client's CRM record.6. Send me a summary of all clients turning 73 this month.
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