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There are various ways to withdraw money from a 401(k) account from the structured income planning page. Below is the step-by-step guideline for withdrawing money from a 401(K) Account using the annual fixed savings function. Step 1: Edit...
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Within the structured income pan you can add annuities that are already in existence with an income rider. Below are the step-by-step guidelines for adding an annuity with a pre-existing income rider. Step 1: Edit: Click on the green edit b...
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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...
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On the structured income planning page, you can view hypothetical series of returns based on the total amount of assets someone has started out with. This function is available through the display options. Below is a step-by-step guideline for vie...
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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...
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The function of the replicate button on the manage scenario page is to replicate/copy 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 ...
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Within the Income Adjustment table on the Manage Income page, you can withdraw specific monetary amounts per year and control the timeframe of these withdraws. Below are the step-by-step guidelines for withdrawing specific monetary amounts with ...
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The Limit Inflation in Old Age feature allows advisors to cap target income at a specific age, creating a smoother transition in spending rather than a sudden reduction. Below is a hypothetical example of using the limit inflation in old ag...
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Last Updated: 01/08/2026
in Your Case List
From 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...
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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 ...