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Last Updated: 08/07/2025
in Cash Flow and Tax Advisor
The Add Scenario button on the Cash Flow and Tax Advisor page is a feature that will add new scenarios to the page. Below is a step-by-step guideline on how to add a new scenario to the page. To learn more about the Cash Flow and Tax Advisor ...
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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...
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Last Updated: 04/25/2025
in Release Notes
On April 27, 2025, the following updates were released in SIPS: A bug fix to correctly display initial plan age of each client on the income planning screen has been implemented. The initial plan age on the income plan will now match the initial...
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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 ...
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Within the structured income plan you have the ability to add an expense into the plan. Below are the step-by-step guidelines for adding an expense into the structured income plan. Step 1: Edit: Click on the green Edit button underneath t...
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Last Updated: 12/13/2024
in Preferences
Underneath the Settings subheading, you’ll find the allocation codes. On the allocation codes list page, you can edit the default percentage amounts, which are set to zero by default. Once you update the default percentages, any allocation you se...
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Last Updated: 02/14/2025
in Cash Flow and Tax Advisor
A valuable feature of SIPS is the ability to download a sample 1040 form directly from the Cash Flow and Tax Advisor landing page. Below are the step-by-step instructions for downloading a sample 1040 sample form. To learn more about the Cash ...
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On the manage income page there is an income adjustment table. This table has the ability to edit the data that has been filtered in through the add income function. Below are the step-by-step guidelines for each of the buttons; Pick Years, Pick ...
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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 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...