The Lifetime Planner RMD calculation is incorrect - wrong age -

Tommy Quicken Windows Subscription Member ✭✭✭

February 2021 edited February 2021 in Budgeting and Planning Tools (Windows)

The Lifetime Planner uses age 70 1/2 to begin RMD. It should begin at age 72. Please fix.

2

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Best Answer

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  Scooterlam Quicken Windows Subscription SuperUser, Windows Beta Beta

  February 2021 edited February 2021 Answer ✓

  This is a known issue and awaiting the product team's action.  Please vote in the idea thread below.
  
  https://community.quicken.com/discussion/7865450/update-lifetime-planner-to-reflect-changes-to-ira-handling-due-to-secure-act
  
  

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Answers

• 

  Scooterlam Quicken Windows Subscription SuperUser, Windows Beta Beta

  February 2021 edited February 2021 Answer ✓

  This is a known issue and awaiting the product team's action.  Please vote in the idea thread below.
  
  https://community.quicken.com/discussion/7865450/update-lifetime-planner-to-reflect-changes-to-ira-handling-due-to-secure-act
  
  

  0
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  Tommy Quicken Windows Subscription Member ✭✭✭

  February 2021

  Voting now. Thank you for the link.

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  Ps56k2 Quicken Windows Subscription Alumni ✭✭✭✭

  February 2021

  Just browsing the topic -
  

  in the LTP - is there some place where the actual RMD calculations are displayed, vs just the overall summary numbers when you click on a specific year bar in the graph.
  
  

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  Tommy Quicken Windows Subscription Member ✭✭✭

  February 2021

  No, summary numbers only.

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  mvpetters Quicken Windows Subscription Member ✭✭

  March 2021

  I'm at a loss. Where do I find RMDs in the lifetime planner?

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• 

  System Member admin

  March 2021 edited March 2021

  This discussion was created from comments split from: The Lifetime Planner RMD calculation is incorrect - wrong age -.

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This discussion has been closed.