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

Question

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?

Sherlock · Accepted Answer

To determine who the account is assigned, examine the Intended Use for the account on the Investments tab of Quicken Planner: Savings and Investments window: select Savings & Investments in the Planning region of the Lifetime Planner view

To change the Intended Use for an account, select the account and Details on the  Investments tab of Quicken Planner: Savings and Investments window

We may check and reset our birthdates on the Quicken Planner: About You window: select About You in the Planning region of the Lifetime Planner view