Step 1: Edit: Click on the green Edit button underneath the Structured Income Planning sub-heading.
Step 2: Add Target: Click on the green Add Target button underneath the Structured Income Planning sub heading.
Step 3: Target Name: Enter in Target Name.
Step 4: First Year Target Income: Enter in the numeric value for the first year. SIPS recognizes the dollar mark and commas.
Step 5: Inflation rate: Enter in the percentage amount.
Step 6: Target Description: Enter in a description.
Step 7: Save: Click on the green Save button underneath the Manage Target subheading.
Step 8: Structured Income Plan: Two new columns have appeared in the structured income plan: the target income and the income gap.
Step 9: Income gap: If the numbers are in green the total amount exceed the target income. If the numbers are in red the total numbers are below the target income.
Step 10: Saving the Structured Income Planning Scenario: Click the green Save button underneath the Structured Income Planning subheading.
Step 11: Edit: If you need to make an edit to the structured income plan click on the green edit button underneath the Structured Income Planning heading.
Step 12: Cancel: If you need to go back to the previous page, click on the green Cancel button underneath the Structured Income Planning subheading.
Step 13: Logout: To sign out of SIPS, click on the Sign Out heading that is located in the upper right-hand side of the screen.
If you feel you need more support or would like to set up demo time with one of our representatives, please contact us at: +1-888-449-6917 or support@planscout.com.
