In this video, we will walk you through how to create a basic structured income plan in SIPS. 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.
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- 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
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- 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
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- 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
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- 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
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