Step 1: Edit: Click on the green Edit button underneath the Structured Income Planning sub-heading.
Step 2: Display Options: Click on the green Display Option button underneath the Structured Income Planning sub-heading.
Step 3: View RMD Checks: Click on the green View RMD Checks button in the Column Display Options Table.
Step 4: Structured Income Planning Page: A new column on the left will appear that will display the monetary amounts for the RMD.
Step 5: Red Shade in the RMD Column: If the numbers are in red, the withdrawal amounts are below the RMD. 
Step 6: Add Target: Click on the green Add Target button underneath the Structured Income Planning sub heading.
Step 7: Target Name: Enter in Target Name. 
Step 8: Inflation rate: Enter in the percentage amount.
Step 9: Target Description: Enter in a description. 
Step 10: Target Adjustments: Click on which years you would not like the retirement income to show.
Step 11: Pick Years: Click on the green Pick Years(s) button.
Step 12: Clicking: After clicking on the Pick year(s)button, the number 0 should automatically appear in the Target Adjustment column.
Step 13: Add Adjustement Text Box: In the Add Adjustment text box, type in the numeric number for the first year target income. In this text box, SIPS recognizes dollar marks or commas. 
Step 14: Target Adjustments: Click on which years you would like the first year target income to start. 
Step 15: Pick Years: Click on the green Pick Years(s) button.
Step 16: Clicking: After clicking on the Pick year(s)button, the number that was entered into the Add Adjustment text box should automatically appear in the Target Adjustment column.
Step 17: Save: Click on the green Save button underneath the Manage Target subheading.
Step 18: Structured Income Plan: Two new columns have shown up in the structured income plan; the target income and income gap.
Step 19: Green and Red in the Income Gap column: If the numbers are in green they are above the target income amount, if the numbers are in red they are below the target income amount. 
Step 20: Manage: Click on the green Manage button within the column that can withdraw money for the RMD.
Step 21: Calculated Plan Withdrawals: Click on the radio button on the left-hand side of Make-up total owners RMD from one account.
Step 22: Income Data: Click on the year text box you would like to start the withdrawals.
Step 23: Start Year For Rest of Plan: Click on the green Start Year for Rest of Plan button. 
Step 24: Clicking: After clicking on the Start Years for Rest of Plan button, the term "totalRMD" should automatically appear in the income column.
Step 25: Save: Click on the green Save button underneath the Manage Account subheading.
Step 26: Structured Income Planning Page: The Structured Income Planning should reflect the editing changes made to the account.
Step 27: Clear color in the RMD column: If the numbers are in the clear in the RMD column the numeric number is equal to the RMD amounts. If the number is in red in the RMD Column, the monetary amount being withdrawn is lower than the RMD.
Step 28: Income Gap: Green and Red in the Income Gap Column: If the numbers are in green they are above the target income amount, if the numbers are in red they are below the target income amount.
Step 29: Saving the Structured Income Planning Scenario: Click the green Save button underneath the Structured Income Planning subheading.
Step 30: 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 31: Cancel: If you need to go back to the previous page, click on the green Cancel button underneath the Structured Income Planning subheading.
Step 32: 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.
