fpPathfinder

Helping Diligent Advisors Ensure They're On The Right Planning Path

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Required Minimum Distribution Report

What Issues Should I Consider When Reviewing My RMD?

Category: General
Single Report Upload CSV
Manually enter your client's information. A deliverable will be created based on these details and downloaded as a shareable PDF.
Client Name
Account Title
 
Your Account's RMD for 2023
Amount Currently Taken
Amount Needed To Satisfy RMD
Tax Withholding
Destination of Distribution
Distribution Frequency
There's more! Premier members also have access to uploading a CSV file and generating multiple client reports with a single download.
 
Attachments
Would you like to attach the original guide to the deliverable?
 
Create Deliverable

What Customers Are Saying About Us

Hundreds of other advisors are actively using fpPathfinder. Read what those lovely people have to say about us.
“Overall, I have really enjoyed the service as it makes teaching and educating people much simpler. ”
— Michael, an advisor in California
“We are delighted with the thoroughness of each chart in simplifying the complex questions and helping lead to an answer. These are indeed a helpful asset in our toolbox for work with clients.”
— Victoria L, an advisor in Massachusetts
“What you guys have created is pretty badass! I’ve used your material for both client meetings and prospective clients.”
— An advisor in California
“With all the aspects of running a business, working with varying client scenarios, and knowing how much information is available, I like being able to look at a flowchart and just see what I need to see.”
— Mike, a financial advisor
“I think it’s the bees knees! I think it provides me and my clients the most value of any of the services we use at my firm. Everything is well-designed and the amount of material you guys pack into a page without it being overwhelming is AMAZING!”
— An advisor in Kentucky
“I just utilized one of the Roth flowcharts live on the phone with a client. It worked perfectly!”
— Rick, a financial advisor
“fpPathfinder is the only planning tool that tries to address all of the obstacles facing our clients”
— Cathy Curtis, Curtis Financial Planning
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