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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. ...
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Last Updated: 12/20/2024
in Preferences
Default recommendations are the prewritten text that are available for selection from the recommendations page underneath the Client Dashboard. If you are at administrator status, you can add a recommendation to the list of prewritten text that ca...
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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...
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On the structured income planning page, you can view hypothetical series of returns based on the total amount of assets someone has started out with. This function is available through the display options. Below is a step-by-step guideline for vie...
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On the structured income planning 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...
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Within the structured income plan, you can remove an individual account, income, target, and tax from the manage scenario page. Below is a step-by-step guide for removing an individual item. Step 1: Edit: Click on the green Edit button un...
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From the structured income planning page there are different ways you can withdraw money from a 401(k) account. Below is a step-by-step guideline for withdrawing money using the annual withdrawal function. Step 1: Edit: Click on the green...
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Last Updated: 02/22/2025
in Release Notes
On February 22, 2025, the following updates were released in SIPS: SIPS calculates hypothetical income taxes in future years in the Income Plan (in SIPS Advanced) and in the Cashflow and Tax Advisor. The income brackets and tax rates that are ...
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Within the structured income plan you can delete current scenarios. Below is a step-by-step guide for deleting a current scenario. Step 1: Edit: Click on the green Edit button underneath the Structured Income Planning sub-heading. ...
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The function of the replicate button on the manage scenario page is to replicate/copy 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 ...