You may find yourself reviewing a structured income plan and notice that an income or expense column needs to be removed before presenting it to a client. This article will show you how to delete a column starting from the Structured Income Planning landing page. Below is the hypothetical client we will use as an example.
Client Information:
- Jane Doe, age 59; birth date: 01/01/1967; retirement age: 70
Incomes:
- Wages: $125,000 growing at 2.8%, Socal Security at 70: $55,676 growing at 2.8%, Pension at 70: $24,000 growing at 2.8%
Expenses:
- Gifting to Grandkids: $3,000 per year for the remainder of the plan
- Travel: $6,000 per year until age 80
- Charitable Contributions: $1,200 per year for the remainder of the plan
Assets:
- Taxable Brokerage Account (BA): $500,000: Aggressive, 4% net growth per year
- Tax-Free 403(b): $750,000: Moderate, 3% net growth per year
- Tax-Deferred IRA: $175,000; Conservative, 2% net growth per year
Step 1: Charitable Contributions Expenses Column: The Charitable Contributions is the expense column we will be removing. To learn more about the Add Income/Expenses function, see the section: Add Income 
Step 2: Edit or Add Scenario: Click on the green Edit or Add Scenario button under the Structured Income Planning heading. To learn more about Edit or Add Scenario function see the section: Edit or Add Scenario 
Step 3: Remove: Click on the green Remove button next to the income or expense column you want to delete. To learn more about the Remove function see article: Removing an Individual Item on the Manage Scenario Page
Step 4: Save: Click on the green Save button under the Manage Income heading. 
Step 5: Structured Income Planning Page: SIPS will automatically take you back to the Structured Income Planning page, and the selected column will be removed. 
If you feel you need more support or would like to set up demo time with one of our representatives, please contact us at: support@planscout.com.
