Required Minimum Distribution (RMD) age
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Concur entirely
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I would think this lines up with "Self/Spouse", just like Social Security. As for others I don't see anything in Quicken that would plan for "others".
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Not exactly. There are a few quirks, e.g., inherited IRAs from which the deceased was already taking RMDs. The heir must take RMDs immediately regardless of their age. And it might be uncommon, but more than one generation of family member might have retirement accounts in the same file.
Quicken user since version 2 for DOS, as of 2025 using QWin Premier (US) on Win10 Pro & Win11 Pro on 2 PCs.
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@Rocket J Squirrel good point, but I seriously doubt that they have the knowledge to pull off getting something like that right.
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