IRA Accounts - self vs spouse for RMD calculations in Lifetime Planner
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dforeman7
Member ✭✭
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?
Am I missing something?
0
Best Answer
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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
6
Answers
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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
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Ah yes. That worked. Thanks! Much appreciated.0
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