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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
- Withdrawing Money from an Existing IRA Account from the Structured Income Planning Page Using the Annual Fixed Savings Function
- Creating an 401(k) Account From the Structured Income Planning Page
- 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
New Articles
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Create New Scenario As
Within the structured income plan you can create a new scenario by replicating the accounts and incomes from previous scenarios under the create new scenario function. Step 1: Edit: Click on the green Edit button underneath the Structured... -
Delete Current Scenario
Within the structured income plan you can delete current scenarios. Below is a step-by-step guide for deleting a current scenario. Step 1: Edit: Click on the green Edit button underneath the Structured Income Planning sub-heading. ... -
Replicate a Current Scenario As
Within the structured income plan you can replicate and rename a current scenario to a unique title. Below is a step-by-step guide for replicating and renaming a current scenario. Step 1: Edit: Click on the green Edit button underneath the ... -
Renaming a Current Scenario
Within the structured income plan you can rename a current scenario to a unique title. Below is a step-by-step guide for renaming a current scenario. Step 1: Edit: Click on the green Edit button underneath the Structured Income Planning sub... -
Changing the Order of the Account and Incomes on the Structured Income Planning Page
Within the structured income plan you can change the order of the accounts and income that are shown. Below is a step-by-step guide for changing the order of the accounts and income on the structured income plan. Step 1: Edit: Click on ... -
Changing the Colors to the Allocation Codes
Within the settings page you can change the colors of the allocation codes. Below is a step by step guide for editing the allocation codes. Step 1: Log In: Log in into SIPS. Step 2: Settings: Double click on the Setting heade... -
Account and Income Groups and Group Setup
Within the Display Options within the structured income planning page, you can edit account and incomes into different groups. Below is a step-by-step guide for editing the account and incomes groups. Step 1: Edit: Click on the green Edit... -
Viewing Calendar Years instead of Plan Years
Within the Display Options within the structured income planning page, you can edit the structured income plan to show the calendar years instead of the plan years. Below is a step-by-step guide for viewing the calendar years. Step 1: Ed... -
Viewing the RMD amounts on the Structured Income Plan
On the structured income planning page, you have the ability to view the regular RMD and the beneficial RMD amounts. Below is a step-by-step guide for viewing the RMD amounts on the structured income plan. Step 1: Edit: Click on the gree... -
Editing the Social Security Age
On the structured income planning page, you have the ability to edit the start age for social security disbursements. Below is a step-by-step guide for editing the age to start social security. Step 1: Edit: Click on the green Edit button...
