Popular Articles

  1. Withdrawing from an IRA Account Using the Annual Fixed Savings Function

    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.  ...
  2. Adding a Default Recommendation

    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...
  3. 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...
  4. View Comparison Function

    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...
  5. Annual Fixed Savings

    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...
  6. Removing an Individual Item on the Manage Scenario Page

    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...
  7. Withdrawing From a 401(k) Account Using the Annual Withdrawal Function

    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...
  8. 02/22/2025 SIPS software update

    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 ...
  9. Delete Current Scenario

    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. ...
  10. The Replicate Button on the Manage Scenario Page

    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 ...