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Reporting RMD value as a separate column

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(@b-osullivanymail-com)
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Joined: 3 years ago
Posts: 2
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Hi

I love this product and really impressed with it. Apologies if I'm missing something but one thing that I would like to see is the actual RMD values available as a separate report column in the "View Management" page. I know it's included in the column "RMDs and Other Scheduled W/Ds from xx's TD" but, being its such an important value, I think it would be useful to have it available as a separate column. Would that be possible ?

Thanks very much

Barry


   
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(@smatthews51)
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Joined: 4 years ago
Posts: 1015
 

@b-osullivanymail-com Hi Barry, you're not missing anything and I'm sorry to report that putting RMDs in a dedicated column any Tab Projection > View page is not possible with the current design. The reason for this consolidation is to attempt to minimize the number of columns because of the fact that the PDF reports are limited to just 10 columns. I'll keep this in mind for future enhancements, as it may make sense to offer it both ways and let the user select either a dedicated RMD column or a "RMD and Other..." column, whichever works best for their particular case.

Stuart


   
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(@b-osullivanymail-com)
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Joined: 3 years ago
Posts: 2
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@smatthews51 Thanks Stuart. Understood and appreciate the prompt response.


   
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(@dbradp)
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Joined: 3 weeks ago
Posts: 4
 

Just want to also upvote this request. If not a dedicated column, perhaps create a separate Report or section for this. The reason it's needed is so users have a simple way to see the impact on RMDs when they experiment with input changes or different Roth conversion strategies. Currently it's a bit of work to drill down and make this determination.


   
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(@cstone)
Site Admin Admin
Joined: 3 years ago
Posts: 49
 

@dbradp

I realize this question and Stuart's answer pertains to PRC Gold Excel.

For those who may see this and are Pralana Online subscribers, the next Online release will split out and show the RMDs for each account separately on the Withdrawals tabular projection.

Also, for inquiring minds, there will be a Metric MRI for the RMDs that show the values used to calculate it. Sample screenshot attached.
See More > Release notes and under 'pending' #5 and #6.

This post was modified 1 week ago by Charlie Stone

   
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