IRA Accounts - self vs spouse for RMD calculations in Lifetime Planner

For RMD calculations in Lifetime Planner, I want to make sure the IRA accounts for my wife and I are assigned to the right person. I am not convinced that they are because I don’t see where you CAN assign them. We are 4 years in age difference so it’s important to have this assigned correctly.

Am I missing something?

Best Answer


  • dforeman7
    dforeman7 Member ✭✭
    Ah yes. That worked. Thanks! Much appreciated.
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