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- Uploading A Logo
- Entering in Your Company Contact Information into SIPS
- Adding a Default Recommendation
- Adding An Allocation Code
- Changing the Colors of the Allocation Codes
- Editing the Default Percentage Amounts on the Allocation Codes
- Editing the Maximum Percentage Amounts on the Allocation Codes
- Deleting an Allocation Code
- Having trouble accessing the Preferences under Settings?
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- Welcome to SIPS: Let's Get Started!
- 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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- Client Information
- Incomes
- Assets
- Goals and Objectives
- Recommendations
- Advisor Notes
- Accessing the Disclosure Page
- Creating Custom Text to the Disclosure Page and Final Report
- Downloading a Report for Your Clients
- Adding a Pension into the Structured Income Plan to An Existing Plan
- Adding a Pension into the Structured Income Plan to An Existing Plan if the Client is in Retirement
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- Income Data Table within the Manage Account Page
- Creating a Checking/Savings Account from the Structured Income Planning Page
- Withdrawing From a Checking/Savings Account Using Annual Withdrawal Function
- Depositing into a Checking/Savings Account Using the Annual Fixed Withdrawal Function
- Withdrawing From a Checking/Savings Account Using Annual Percentage Withdrawal Function
- Depositing into a Checking/Savings Account Using the Annual Percentage Withdrawal Function
- Liquidating a Checking/Savings Account Using the Liquidate Account Function
- Setting Up Annual Fixed Savings Deposits for a Checking/Savings Account
- Setting Up Annual Fixed Savings Withdrawals for a Checking/Savings Account
- Creating an IRA Account from the Structured Income Planning Page
- Withdrawing from an IRA Account Using the Annual Withdrawal Function
- Depositing into an IRA Account Using the Annual Fixed Withdrawal Function
- Withdrawing from an IRA Account using the Annual Percentage Withdrawal Function
- Depositing into an IRA Account using the Annual Percentage Withdrawal Function
- Liquidating an IRA Account Using the Liquidate Account Function
- Depositing into an IRA Account Using the Annual Fixed Savings Function
- Creating a 401(k) Account From the Structured Income Planning Page
- Withdrawing From a 401(k) Account Using the Annual Withdrawal Function
- Depositing into a 401(k) Account Using the Annual Fixed Withdrawal Function
- Withdrawing From a 401(k) Using the Annual Percentage Withdrawal Function
- Depositing Into a 401(K) Account Using the Annual Percentage Withdrawal Function
- Liquidating a 401(k) Account Using the Liquidate Account Function
- Depositing into a 401(k) Account Using the Annual Fixed Savings Function
- Withdrawing from a 401(K) Account 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)
- Entering a Life Insurance Policy and an Annual Premium
- Showing a Cash Value Life Policy Based on Company Illustrations Function
- Tax Calculation Option for Accounts
- View/Edit Actual Values Function in SIPS Advanced
- Withdrawing from an IRA Account Using the Annual Fixed Savings Function
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- Tax Calculation Options for Incomes for a W-2 Employee/Traditional Worker
- Tax Calculation Options for Income for a 1099 Worker/Multi-Stream Earner
- Income Adjustment Table on the Manage Income Page
- Adding an Income to the Structured Income Plan
- Adding an Expense to the Structured Income Plan
- 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
- Adding a Pension through the Add Income Function
- Troubleshooting: "social security information is blank." Error Message
- Deleting an Income/Expense Column
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- Editing the Tax Adjustment Table on the Manage Tax Page
- Tax Calculation Option: Adding Assets into a Structured Income Plan
- Tax Calculation Option: Adding Income and Expenses into a Structured Income Plan
- Setting Effective Tax Rates for SIPS Essentials
- Calculating and Applying Tax Rates in SIPS Essentials
- Adding an Income Tax to the Structured Income Plan
- Adding an Employer Matched 401(k) Using the Tax Advance Planning Function
- NQ Annuity Taxation with the Advance Tax Planning Function
- Understanding the Advanced Tax Planning Page
- Advanced Tax Planning: Cap Gains Not in Accounts
- Advanced Tax Planning: Other Schedule 1 Income a K1 Hypothetical Example
- Advanced Tax Planning: Other Schedule 1 Income: An Employer Match 401(k) Hypothetical Example
- Advanced Tax Planning: Income Adjustments
- Advanced Tax Planning: Schedule A Override
- Advanced Tax Planning: QBI Override
- Advanced Tax Planning: Tax Credits
- Advanced Tax Planning: Approximate State Tax %
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- Creating a Target Income in the Structured Income Plan
- Limit Inflation in Old Age function for a Target Income
- Percent Decrease Target Income Function
- Readjusting Target Income in Older Age Using the Target Adjustment Table
- Reaching the Target Income Goal Using the Make-Up Income Gap Based on Target Income Function
- Creating a Target Income that Exceeds the RMDs
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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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- Account and Income Groups and Group Setup
- Condense All and Uncondense All Function
- Viewing the RMD amounts on the Structured Income Plan
- View Income Riders Function
- View Death Benefit Function
- View % Distribution Function
- View Comparison Function
- Creating Custom Rate Returns for the View Comparison Table
- View Tax Rate Function
- Viewing Calendar Years instead of Plan Years
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- Condense/Uncondense Feature on the Cash Flow and Tax Advisor Page
- Hide/Unhide Feature on the Cash Flow and Tax Advisor Page
- Add Scenario Feature on the Cash Flow and Tax Advisor Page
- Calculate Feature in Cash Flow and Tax Advisor Page
- Hide/Unhide Feature for the Individual Columns on the Cash Flow and Tax Advisor Screen
- Permanent Deletion of the Individual Columns on the Cash Flow and Tax Advisor Page
- Downloading a 1040 Sample Tax Form
- Part One: Forecasting Effective Tax Rates While the Client is Working
- Part Two: Forecasting Effective Tax Rates While the Client is in retirement and before Social Security Disbursements
- Part Three: Forecasting Effective Tax Rates While the Client is in Retirement and Social Security Starts Up
- Part Four: Forecasting Effective Tax Rates in Retirement: RMDs, Social Security, and Roth Withdrawals
- Part Five: Adding Expenses into the Cash Flow and Tax Advisor Calculator
Popular Articles
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Deactivating a Case
Last Updated: 01/08/2026 in Your Case ListFrom the client information page, you have a capability of deactivating a case. Below is the step-by-step guideline for deactivating a case starting from the login page. Step 1: Log In: Log into SIPS. Step 2: Welcome Page: To navigat... -
Liquidating a Checking/Savings Account Using the Liquidate Account Function
From the structured income planning page there are different ways you can withdraw money from a checking/savings account. Below is a step-by-step guideline for withdrawing money using the liquidate account function. Step 1: Edit: Click on... -
Part Three: Forecasting Effective Tax Rates While the Client is in Retirement and Social Security Starts Up
Last Updated: 01/12/2026 in Cash Flow and Tax AdvisorThis is the third part of a four-part article on the Cash Flow and Tax Advisor Calculator. This tool can assist you in determining the effective tax rate for each year within your financial plan. It also includes a worksheet to differentiate betw... -
View Death Benefit Function
On the structured Income planning page you can view death benefits for insurance policies. Below is a step-by-step guideline to view the death benefit for an insurance policy. Step 1: Edit: Click on the green edit button underneath the Struc... -
Readjusting Target Income in Older Age Using the Target Adjustment Table
The Target Adjustment Table allows you to manually update target income at specific ages during retirement planning. Below is a hypothetical example of readjusting the target income using the target adjustment table. Client Inform... -
Adding a Default Recommendation
Last Updated: 01/02/2026 in SettingsDefault recommendations are the prewritten text that are available for selection from the recommendations page underneath the Client Dashboard. If you are at administrator status, you can add a recommendation to the list of prewritten text that ca... -
Income Data Table within the Manage Account Page
To change any information about the accounts is done through the Manage Account page. To change any information about the income to the accounts it is done through selecting a structured income type and the income data table. Below are instructio... -
Condense All and Uncondense All Function
If you have a structured income plan with many individual accounts and income sources, there is a function to consolidate all of these columns. Below is a step-by-step guideline for condensing and un-condensing all functions. Step 1: Edit: Cli... -
Liquidating an Account
An option to withdrawal money from an account is through the process of liquidating an account. Within the Structured Income Planning page, you can create your own liquidation plan for the accounts. Below are the step-by-step instructions on how ... -
Editing the Tax Adjustment Table on the Manage Tax Page
On the Manage Tax page there are multiple ways you can edit the income tax amounts. Below are the step-by-step guidelines for the Tax Adjustment Table on the Manage Tax page. Step 1: Edit: Click on the green Edit button underneath the Str...
