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. Creating Custom Text to the Disclosure Page and Final Report

    Under the Settings option, you can access the Disclosure page. On the Default Disclosure page, you can customize the Standard Assumptions and Disclaimer by adding unique text. Below is a step-by-step guide for adding unique text to the Standard As...
  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. Liquidating a Checking/Savings Account Using the Liquidate Account 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 liquidate account function.   Step 1: Edit: Click on...
  7. Withdrawing from an IRA Account using the Annual Percentage Withdrawal Function

    From the structured income planning page there are multiple ways you can withdraw money from an IRA account. Below is a step-by-step guideline for withdrawing money using the annual percentage withdrawal function.   Step 1: Edit: Click on t...
  8. 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...
  9. 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...
  10. Adding a Pension through the Add Income Function

    On the structured income planning page, you can add a pension to an existing plan through the Add income function. Below is the step-by-step guideline for adding a pension through the add income function. Step 1: Edit: Click on the green Edit bu...