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Within the structured income plan, you can replicate/copy an individual account and income from the manage scenario page. Below is a step-by-step guide for replicating/copy and individual account and/or income. Step 1: Edit: Click on the ...
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On the View/Edit Death Benefit page there are unique ways that you can enter in the life insurance policies. Below is the step-by-step guideline for showing the cash value life policy based on company illustrations option. Step 1: Edit: Cli...
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Last Updated: 12/20/2024
in Preferences
Underneath the Settings subheading, you’ll find the allocation codes. On the allocation codes list page, you can edit the maximum percentage amounts, which are set to 5% by default that is written in code line 10903. Once you update the maximum p...
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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...
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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 annual withdrawal function. Step 1: Edit: Click on t...
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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...
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From the structured income planning page there are different ways you can withdraw money from an IRA account. Below is a step-by-step guideline for withdrawing money using the annual withdrawal function. Step 1: Edit: Click on the green ed...
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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 401(k) account from the structured income planning page. ...
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Within the structured income plan, you have the ability to withdraw specific monetary amounts to start at a certain age. Below are the step-by-step guidelines to adding an income to start at a specified age. Step 1: Edit: Click on the gre...
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There are different ways to show withdraws from an existing IRA account from the structured income planning page. Below is the step-by-step guideline for withdrawing money from an existing IRA account using the annual fixed savings function. ...