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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
Popular Articles
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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... -
How to read a basic structured income plan
Below is a step-by-step explanation of how to read a basic structured income plan. This is starting from left to right. Step 1: Year: The left and right column correlates with the planning horizon timeframe. The grayed out section is the ... -
Accessing A Case
Last Updated: 09/16/2024 in Your Case ListTo find the list to access all of your cases you will need to log into sipsplanning.net , click on the GoTo Your Case List button and then you will be directed to the main dashboard for Your Case List Page. Step 1: Logging In: Log int... -
The Common Button on the Manage Scenario Page
The function of the common button on the manage scenario page is to add an existing account, income, target, and/or tax from another scenario into the current scenario you are working in. When you add the new items into the current scenario and y... -
Deleting a Case
Last Updated: 09/16/2024 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... -
Client Information
Last Updated: 09/16/2024 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... -
Incomes
Last Updated: 09/16/2024 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... -
Changing Your Password in SIPS
There are two different ways you can change your password in SIPS. You can either click on the link to reset your password from the login page or you can sign into SIPS and click on Settings to change your password. Below is a step-by-step guid... -
Required Minimum Distribution (RMD)
On the structured income planning page, you have the ability to view the regular RMD and beneficial RMD amounts and withdrawal the amounts needed for the different RMDs. There are multiple ways to do the withdrawals. Below is a step-by-step guide... -
Searching for a Case
Last Updated: 08/23/2024 in Your Case ListThere are 2 different ways to search for a specific case in SIPS. One way is clicking on search using selection button underneath the main dashboard on the Your Case List page. This will redirect you to the text box Search for Case. The other way...
