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

dforeman7

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

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

Sherlock

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

dforeman7

Ah yes. That worked. Thanks! Much appreciated.