-
From the Structured Income Planning page, you have the capacity to add many different forms of accounts to the structured income plan. Below is a step-by-step guide for creating an IRA account from the structured income planning page. S...
-
Last Updated: 08/07/2025
in Cash Flow and Tax Advisor
This 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...
-
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...
-
Last Updated: 02/14/2025
in Cash Flow and Tax Advisor
The hide/unhide button located within the columns beneath the client’s name allows users to selectively hide or unhide columns on the landing page for the cash flow and tax advisor screen. This feature would be used if an advisor is creating diff...
-
Last Updated: 02/14/2025
in Cash Flow and Tax Advisor
This article is the fifth part of the Cash Flow and Tax Advisor Calculator series. 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 between cash...
-
Last Updated: 11/27/2024
in Client Dashboard
From the Client Dashboard within the Income page there is a way to add a pension into the structured income plan to an existing plan. Below are the step-by-step guidelines for a pension from the Incomes page. Step 1: Edit: Click on the green e...
-
Last Updated: 02/14/2025
in Cash Flow and Tax Advisor
On the Cash Flow and Tax Advisor page, you can permanently delete individual columns after creating and adding a scenario. Below are the step-by-step directions for permanently deleting the individualized columns on the Cash Flow and Tax A...
-
Within the Income Adjustment table on the Manage Income page, you can add specific monetary Income amounts per year and control the start and stop cycle. Below are the step-by-step guidelines for adding different monetary amounts with a specific...
-
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 ...
-
Last Updated: 12/13/2024
in Preferences
On the preferences page you can upload a logo. The logo will be displayed in the upper left-hand side of your screen. Once uploaded it will be displayed on all the pages in SIPS and it will be included in the final report. After uploading a logo i...