Popular Articles

  1. Adding an Income to Start at a Specified Age

    Within the structured income plan, you have the ability to add an income 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 green Edit button undernea...
  2. Showing a Cash Value Life Policy Based on Company Illustrations Function

    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...
  3. Withdrawing From a Checking/Savings Account Using Annual Withdrawal Function

    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...
  4. Depositing into a Checking/Savings Account 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...
  5. 10/19/2024 SIPS software update

    On 10/19/2024 the following updates were released in SIPS: What was updated: The names of the Target Income and Target Tax columns can now be customized. Simply click "Manage Target" or "Manage Tax", update the name to a custom label, and cli...
  6. View Tax Rate Function

    On the structured income planning page, you can view the tax rate. This function is available through the display options. Below is a step-by-step guideline for displaying the tax rate. Step 1: Edit: Click on the green Edit button underneath the...
  7. Manually Entering in an Annuity and an Income Rider

    Within the Structured Income Planning page there is a capability for manually entering in an annuity plan. Below are the step by step guidelines for manually entering in an annuity plan.  Step 1: Edit: Click on the green edit button underne...
  8. Creating a 401(k) Account From the Structured Income Planning Page

    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.  ...
  9. The New Button Function on the Manage Scenario Page

    Under the manage scenario page underneath the edit or add scenario subsection, you can add a new account and income into the structured income plan. Below are the step by step guidelines for adding  an account and/or income from the manage scenar...
  10. 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...