When you set up your integration, you can import people or objects-you cannot import both with the same query. With this integration, you can automatically add or update people, objects, and their relationships in Customer.io from your database on a recurring interval. How it worksĪ "reverse ETL" integration extracts, transforms, and loads data from your MySQL database to your workspace. This reverse ETL integration makes sure that people in your workspace reflect the latest information from your CRM or other backend system. Import people, objects, and relationships from a MySQL database. Use Google Forms or Jotforms with Zapier.Getting conclusive results from A/B tests.Find messages using the Message Library.Send data from Customer.io to Salesforce, Highrise or another CRM.How do I add an avatar/logo to my emails?.Adapting MailChimp's Two-Column template.Resources for templates, code, and best practices.Troubleshooting Your Drag-and-Drop Emails.Verify deliverable email addresses with Kickbox.Authenticating for Apple Private Email Relay.Transitioning to Customer.io as a sender.Use Drafts to deliver error-free messages.Why did my campaign not send someone a message?.Enable Time Zone Match in 10 Minutes with Clearbit.Campaign for new subscribers with Stripe.Making changes to campaigns and broadcasts.Campaigns, Broadcasts, and Transactional Messages.Setting Up Segments for Specific Purposes.Why don't people match 'within the past X days' conditions?.Getting Started: Objects vs Collections.How do I know what data I have available?.Deleting People and Suppressing Profile IDs.Set preferences outside of the subscription center.Multi-language support for the subscription center.How do I create multiple subscription types?.What's the Last Visited field, and how do I use it?.While all questions cannot be answered, each email is read and reviewed and can lead to discussion in a future post. Write to me at Include your city and state, and mention that you are a reader. ![]() To keep up with topics that I cover, be sure to follow me on the site. Whenever you have potential tax liability, don’t take any action on your own before checking with your tax adviser. However, taxes are unique to the individual. When you read about taxes, keep in mind that an educational discussion is general in nature. As IRS Publication 575 (“Pension and Annuity Income”) notes, “ Unless the rule for 5% owners applies, you must generally begin to receive distributions from your qualified retirement plan by April 1 of the year that follows the later of: The calendar year in which you reach age 72, or the calendar year in which you retire from employment with the employer maintaining the plan.” Don’t Do Without Tax Advice What happens when you stop working? RMDs start that year, even if you quit working on Dec. One more time, get advice before taking action - there are limitations and specific rules on how move the funds (check out how to “transfer” the IRA to the 401(k)). It’s worth a conversation with your employer’s 401(k) provider. Your 401(k) RMDs will kick in when you retire. If you do move your IRAs into your 401(k), you’ll have zero balances in those IRAs. For example, you have to satisfy the IRAs’ RMDs before doing a transfer into the 401(k). While this is not complicated, you must follow specific procedures that you will need your tax adviser to review. If so, you may be able to transfer your IRAs (usually cash instead of holdings) into your 401(k). The work-around depends on whether your 401(k) at work accepts rollovers from IRAs. But like everything else that has tax consequences, be sure to do nothing without your tax adviser. ![]() ![]() Consider a work-around, assuming the 5% rule doesn’t apply to you.
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