RetireSignal automatically tracks RMDs, Social Security, Medicare deadlines, and more — synced directly from your Redtail CRM.
Every feature was designed around the real workflow of a financial advisor managing retirement-age clients.
RMDs, Social Security claiming ages, Medicare windows, catch-up contributions and more — all calculated automatically from date of birth.
Track couples as a household with overlapping avatars, individual milestone tracking per spouse, and smart name display for different last names.
Import your entire client database in one click. Automatic spouse pairing, live re-sync to keep contact info current, and status filtering.
Push all client milestones to your Google Calendar with one click. Smart reminders per milestone type. Subscribe once, update forever.
Track 13 account types including IRAs, 401(k)s, annuities and pensions. Auto-calculated RMD amounts using the IRS Uniform Lifetime Table.
Timestamped notes with 5 types — General, Meeting, Phone Call, Action Item, and Review. Full print summary for every household.
RetireSignal tracks all the critical retirement dates so nothing slips through the cracks — for every client, automatically.
SECURE 2.0 compliant — ages 70, 73, or 75 based on birth year. Annual Dec 31 reminder included.
CriticalEarly (62), Full Retirement Age, and Maximum Benefit (70) dates for both spouses.
IncomePart A and Part B enrollment windows with 90-day advance reminders to avoid coverage gaps.
HealthcareEarly withdrawal penalty elimination — critical for clients with IRA assets they may need to access.
AccessAge 50 and Super Catch-Up at 60–63 — maximize contributions before retirement.
SavingsAdd your own milestones — pension starts, annuity income, annual reviews, and more with 10 categories.
CustomEarly 401(k) access for clients who separate from service at age 55 or older — no penalty.
Access30-day and 90-day action needed views — see exactly who needs attention right now.
UrgentIf your practice runs on Redtail, RetireSignal plugs right in. No manual data entry — just import and go.
Push every milestone to Google Calendar with one click. Subscribe once and it updates automatically every time you save.
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RetireSignal was built by a financial advisor who got tired of missing important dates. Join advisors who never miss a milestone.