SIPS
Table of Contents
Table of Contents
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Home
Glossary
Getting Started and How-To Videos
Getting Started
Resetting Your Password from the Login Page
Changing Your Password in SIPS
Adding a New Case
Changing the Colors to the Allocation Codes
How-to Videos
How to Build a SIPS Income Plan in Less Than 5 Minutes
How to Use The Automatic Tax Rate Calculation in SIPS Advanced
How to Model Complex Tax Scenarios in SIPS Advanced
How to use Actual Values Entry in SIPS Advanced
How to use Dynamic Mode in SIPS Advanced
How to Model ROTH Conversions in SIPS
How to Show QCDs in SIPS to Maximize Charitable Giving
Your Case List
Accessing A Case
Adding More Rows to the View All Cases Page
Searching for a Case
Deleting a Case
Understanding Your Case Capacity
Client Dashboard
Client Information
Incomes
Assets
Goals and Objectives
Recommendations
Advisor Notes
Disclosure
Structured Income Plan
Getting Started
How to read a basic structured income plan
Planning Horizon Timeline
Editing the Social Security Age
Add Account
Income Data Table within the Manage Account Page
Creating a Checking/Savings Account in the Structured Income Plan from the Structured Income Planning page
Withdrawing Money From a Checking/Savings Account From the Structured Income Planning Page Using Annual Withdrawal Function
Adding Deposits into an Existing Checking/Savings Account in the Structured Income Plan Using the Annual Fixed Withdrawal Function
Withdrawing Money From a Checking/Savings Account From the Structured Income Planning Page Using Annual Percentage Withdrawal Function
Adding Deposits into an Existing Checking/Savings Account in the Structured Income Plan Using the Annual Percentage Withdrawal Function
Liquidating an Existing Checking/Savings Account from the Structured Income Planning Page using the Liquidate Account Function
Depositing money into an existing checking/savings account from the structured income planning page using the annual fixed savings function
Withdrawing money from an existing checking/savings account from the structured income planning page using the annual fixed savings function
Creating an IRA Account in the Structured Income Plan from the Structured Income Planning Page
Adding Deposits into an Existing IRA Account in the Structured Income Plan Using the Annual Fixed Withdrawal Function
Withdrawing Money from an IRA Account from the Structured Income Planning Page Using Annual Withdrawal Function
Depositing Money into an IRA Account using the Annual Percentage Withdrawal Function
Withdrawing Money from an IRA Account using the Annual Percentage Withdrawal Function
Liquidating an Existing IRA Account from the Structured Income Planning Page using the Liquidate Account Function
Depositing Money into an Existing IRA Account From the Structured Income Planning Page using the Annual Fixed Savings Function
Beneficial IRA RMD (based on beneficiaries’ life)
Annuitizing an Account
Calculated Plan Withdrawals: Make-up total owners RMD from one account
Liquidating an Account
Calculated Plan Withdrawals; Make-up total beneficial RMD from one account
Annual Fixed Withdrawal Function
Annual Fixed Savings
Annual Percentage Withdrawal Function
Required Minimum Distribution (RMD)
How to Enter in a Life Insurance Policy and an Annual Premium into SIPS
Adding an Annuity with a Pre-Existing Income Rider
Manually Entering in an Annuity and an Income Rider
Showing a Cash Value Life Policy Based on Company Illustrations Function
Uploading an Excel Spreadsheet into the Death Benefit Data Table on the View/Edit Death Benefit Page
Add Income
Adding an Income to the Structured Income Plan
Adding an Expense to the Structured Income Plan
Income Adjustment Table on the Manage Income Page
Adding an Income to Start at a Specified Age
Adding a Withdrawal to Start at a Specific Age
Editing the Years of Distribution Through the Income Adjustment Table on the Manage Income Page
Adding Specific Monetary Incomes Through the Income Adjustment Table on the Manage Income Page
Withdrawing Money for a Specific Timeframe Through the Income Adjustment Table Through the Add Income Function
Add Inc Tax
Adding an Income Tax to the Structured Income Plan
Editing the Tax Adjustment Table on the Manage Tax Page
Adding an Employer Matched 401(k) Using the Tax Advance Planning Function
NQ Annuity Taxation with the Advance Tax Planning Function
Add Target
Edit or Add Scenario
Delete Current Scenario
Renaming a Current Scenario
Create New Scenario As
Replicate a Current Scenario As
Changing the Order of the Account and Incomes on the Structured Income Planning Page
Replicating a Current Individual Account and Income Item
The Common Button on the Manage Scenario Page
The Replicate Button on the Manage Scenario Page
The New Button Function on the Manage Scenario Page
Replicating an Existing Account and Income Item
Removing an Individual Item on the Manage Scenario Page
Display Options
Account and Income Groups and Group Setup
Viewing the RMD amounts on the Structured Income Plan
Viewing Calendar Years instead of Plan Years
Release Notes
09/02/2024 SIPS software update
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Structured Income Plan
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