when will Quicken update the lifetime planner to show Required Minimum Distributions starting at 72.

lifetime planner is still using 70 1/2 instead of 72 to start RMD's. when will this be updated?

Answers

  • Boatnmaniac
    Boatnmaniac SuperUser ✭✭✭✭
    edited September 2020
    (Edited to add comments in italics.)
    This has been posted as a suggested product improvement.  Please review it and cast your vote for it.  The more votes, the more likely Quicken will act upon it or act upon it more quickly.:  https://community.quicken.com/discussion/7865450/update-lifetime-planner-to-reflect-changes-to-ira-handling-due-to-secure-act.
    To vote for a product idea and to bookmark it (so you receive notification of status change and when others post in the thread:

    Quite frankly, I think this is something that the Quicken Team should be doing without prompting by their customers.  In all fairness to the Quicken Team, it might already be in their development plan but we just don't know about it, yet.
    (QW Premier Subscription: R35.31 on Windows 10)
  • luce1234
    luce1234 Member
    edited September 2020
    [removed - no soliciting] has already made this correction.
  • Boatnmaniac
    Boatnmaniac SuperUser ✭✭✭✭
    edited September 2020
    Good for them.  Most of the online lifetime planner tools I've reviewed lately do not yet account for this change.  Hopefully they all get changed soon.
    (QW Premier Subscription: R35.31 on Windows 10)
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