By entering year-end values, RightCapital will be able to calculate more accurate year one RMDs for clients who have already surpassed RMD age.
- If Current value is selected, RMDs in the first cash flow year will be calculated based on the account's current value, listed within the Net Worth section of the Profile.
- If Specified year-end value is selected, an additional field will populate in the 'Year-end Value' column. Enter the account value from Dec 31st of the previous year, and the RMD will be calculated based on that figure.
