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RMD Planning Dashboard
The RMD Planning dashboard shows you a series of components related to RMD eligible Financial Accounts and Contacts approaching RMD age so that if you have access, you can review and manage the yearly RMD process.
If your firm uses the Schwab RMD integration, this dashboard includes a view that uses data obtained via the Schwab RMD integration. For more information on that integration, see Schwab Required Minimum Distributions (RMD) Integration.
This topic provides information about features of the RMD Planning dashboard.
To keep a your Dashboards list relevant, you will only have access to the RMD Planning Dashboard if you’re assigned the Tamarac RMD Planning security role in Tamarac CRM.
To assign this role:
System Administrator users can assign this role to users, who will then see the RMD Planning dashboard in their Dashboards list.
Data Managers can reach out to Support to request the role be added to specific users.
For more information, see Create Users in Dynamics 365.
The following components and underlying views make up the RMD Planning dashboard.
| Component | View | View Type | Contents |
|---|---|---|---|
| 1 |
RMD Not Satisfied |
Default view |
RMD eligible Financial Accounts not marked as RMD Satisfied |
| 1 |
Schwab RMD Account Information |
Additional view |
RMD eligible Schwab custodied Financial Accounts with all Schwab RMD fields |
| 2 |
RMD Satisfied |
Default view |
RMD eligible Financial Accounts marked as RMD Satisfied |
| 3 |
RMD Accounts - Clients 73 First 6 Months of Year |
Default view |
RMD eligible Financial Accounts where the Primary Contact's Current Age is 73 in the first six months of the current year |
| 3 |
RMD Accounts - Clients 72 First 6 Months of Year |
Additional view |
RMD eligible Financial Accounts where the Primary Contact's Current Age is 72 in the first six months of the current year |
| 3 |
RMD Accounts - Clients 72 Last 6 Months of Year |
Additional view |
RMD eligible Financial Accounts where the Primary Contact's Current Age is 72 in the last six months of the current year |
| 3 |
RMD Accounts - Clients 73 Last 6 Months of Year |
Additional view |
RMD eligible Financial Accounts where the Primary Contact's Current Age is 73 in the last six months of the current year |
| 4 |
Clients - 73 First 6 Months of Year |
Default view |
Contacts where their Current Age is 73 in the first six months of the current year |
| 4 |
Clients - 72 First 6 Months of Year |
Additional view |
Contacts where their Current Age is 72 in the first six months of the current year |
| 4 |
Clients - 72 Last 6 Months of Year |
Additional view |
Contacts where their Current Age is 72 in the last six months of the current year |
| 4 |
Clients - 73 Last 6 Months of Year |
Additional view |
Contacts where their Current Age is 73 in the last six months of the current year |
The System Views used as part of the RMD Planning dashboard are available to all users on the Financial Accounts and Contacts pages under the System Views in each.
The following views are available in Financial Accounts:
RMD Accounts - Clients 72 First 6 Months of Year
RMD Accounts - Clients 72 Last 6 Months of Year
RMD Accounts - Clients 73 First 6 Months of Year
RMD Accounts - Clients 73 Last 6 Months of Year
RMD Not Satisfied
RMD Satisfied
Schwab RMD Account Information
The following views are available in Contacts:
Clients - 72 First 6 Months of Year
Clients - 72 Last 6 Months of Year
Clients - 73 First 6 Months of Year
Clients - 73 Last 6 Months of Year
