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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
Popular Articles
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Disclosure
Last Updated: 08/24/2024 in Client DashboardThis page in SIPS states what the disclosure policy is for SIPS when running a hypothetical report. This text also correlates with cover page text when running the report feature. This documentation cannot be edited. Below are the step by step gu... -
Changing the Order of the Account and Incomes on the Structured Income Planning Page
Within the structured income plan you can change the order of the accounts and income that are shown. Below is a step-by-step guide for changing the order of the accounts and income on the structured income plan. Step 1: Edit: Click on ... -
Create New Scenario As
Within the structured income plan you can create a new scenario by replicating the accounts and incomes from previous scenarios under the create new scenario function. Step 1: Edit: Click on the green Edit button underneath the Structured... -
Replicating a Current Individual Account and Income Item
Under the manage scenario page you can replicate current accounts and incomes that are being used in the current scenarios you are viewing. Below are the step-by-step guidelines for this option. Step 1: Pick the Account: Under the account... -
Editing the Years of Distribution Through the Income Adjustment Table on the Manage Income Page
Within the Income Adjustment table on the Manage Income page, you can edit the timeframe for how many years you can have the income be distributed. Below are the step-by-step guidelines for editing how many years you can have an income be distrib... -
Adding Deposits into an Existing Checking/Savings Account in the Structured Income Plan Using the Annual Percentage Withdrawal Function
There are different ways to show deposits into a checking/savings account. Below is the step-by-step guideline for adding a deposit into a checking/savings account using the annual fixed withdrawal function. Step 1: Edit: Click on the gre... -
Assets
Last Updated: 09/16/2024 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 ... -
Annual Fixed Withdrawal Function
On the structured income planinng page, you have the ability to show deposits or withdrawals from the accounts on the structured income plan. There are multiple ways to do these functions. Below is a step-by-step guide for depositing and/or withd... -
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 ... -
Annual Percentage Withdrawal Function
On the structured income planinng page, you have the ability to show deposits or withdrawals from the accounts on the structured income plan. There are multiple ways to do these functions. Below is a step-by-step guide for depositing and/or withd...
