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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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Assets
Created On: 06/04/2024 in Client DashboardBelow is a step-by-step guide for entering in the assets data into the assets page. Step 1: Edit: To start the editing process click on the Edit Button. Step 2: Add Monetary Asset: To start filtering in the monetary asset ... -
How to use Dynamic Mode in SIPS Advanced
Save time solving for future years when building and updating your Income Plans. Dynamic mode allows you to instantly update any value on the page and see the cascading impact to the rest of the plan. If you feel you need more support or woul... -
How to use Actual Values Entry in SIPS Advanced
Streamline your client reviews with SIPS Advanced. Use Actual Values Entry to update the year-end values of your accounts and see the impact on the rest of the plan. If you feel you need more support or would like to set up demo time with one... -
How to Model Complex Tax Scenarios in SIPS Advanced
Go deep when you need to. SIPS Advanced allows you to customize dividends, capital gains, and embedded capital gains for each year of the plan. Need to model taxable events not in the SIPS plan? No problem, SIPS Advanced also allows you to model... -
How to Use The Automatic Tax Rate Calculation in SIPS Advanced
Use the power of SIPS Advanced to automatically calculate taxes for every year in your SIPS plan. Discover the best tax strategies; ROTH conversions, IULs, intelligent withdrawal sequencing and more with a click of a button. If you feel you nee... -
Incomes
Created On: 05/29/2024 in Client DashboardBelow is a step-by-step guide for entering in the data into the incomes page. Step 1: Edit: Click on the edit button below the Incomes heading. Step 2:Monthly/Yearly Amounts: Click on which radio button you would like to ent... -
Client Information
Created On: 05/28/2024 in Client DashboardBelow is a step-by-step guide to entering in the demographic information for the client information section of SIPS. Step 1: Case Title: This text box is used for the naming system for the title of your case. Enter in what you would lik... -
Understanding Your Case Capacity
Created On: 05/22/2024 in Your Case ListIf you subscribe to a level of maximum plans in SIPS and find that you are out of capacity to add more, you can upgrade your subscription or delete old cases to get back under the maximum. If you are over or out of capacity, you simply won’t be... -
Deleting a Case
Created On: 05/21/2024 in Your Case ListDeleting a case in SIPS can be a crucial task, whether it's for correcting errors, removing outdated data, or ensuring data security. Before deleting any data, it is wise to back up your data. This ensures that you can restore the case if need... -
Adding More Rows to the View All Cases Page
Created On: 05/17/2024 in Your Case ListTo edit how many rows you would like to see on the View All Cases page, all you need to do is manually tell SIPS how many cases you would like to see per page. This feature can be edited on the View All Cases Page. Step 1: Logging In: Log...
