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- Uploading A Logo
- Entering in Your Company Contact Information into SIPS
- Adding a Default Recommendation
- Adding An Allocation Code
- Changing the Colors of the Allocation Codes
- Editing the Default Percentage Amounts on the Allocation Codes
- Editing the Maximum Percentage Amounts on the Allocation Codes
- Deleting an Allocation Code
- Having trouble accessing the Preferences under Settings?
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- Welcome to SIPS: Let's Get Started!
- How to Build a SIPS Income Plan in Less Than 5 Minutes
- How to Use The Automatic Tax Rate Calculation in SIPS Advanced
- How to Model Complex Tax Scenarios in SIPS Advanced
- How to use Actual Values Entry in SIPS Advanced
- How to use Dynamic Mode in SIPS Advanced
- How to Model ROTH Conversions in SIPS
- How to Show QCDs in SIPS to Maximize Charitable Giving
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- Client Information
- Incomes
- Assets
- Goals and Objectives
- Recommendations
- Advisor Notes
- Accessing the Disclosure Page
- Creating Custom Text to the Disclosure Page and Final Report
- Downloading a Report for Your Clients
- Adding a Pension into the Structured Income Plan to An Existing Plan
- Adding a Pension into the Structured Income Plan to An Existing Plan if the Client is in Retirement
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- Income Data Table within the Manage Account Page
- Creating a Checking/Savings Account from the Structured Income Planning Page
- Withdrawing From a Checking/Savings Account Using Annual Withdrawal Function
- Depositing into a Checking/Savings Account Using the Annual Fixed Withdrawal Function
- Withdrawing From a Checking/Savings Account Using Annual Percentage Withdrawal Function
- Depositing into a Checking/Savings Account Using the Annual Percentage Withdrawal Function
- Liquidating a Checking/Savings Account Using the Liquidate Account Function
- Setting Up Annual Fixed Savings Deposits for a Checking/Savings Account
- Setting Up Annual Fixed Savings Withdrawals for a Checking/Savings Account
- Creating an IRA Account from the Structured Income Planning Page
- Withdrawing from an IRA Account Using the Annual Withdrawal Function
- Depositing into an IRA Account Using the Annual Fixed Withdrawal Function
- Withdrawing from an IRA Account using the Annual Percentage Withdrawal Function
- Depositing into an IRA Account using the Annual Percentage Withdrawal Function
- Liquidating an IRA Account Using the Liquidate Account Function
- Depositing into an IRA Account Using the Annual Fixed Savings Function
- Creating a 401(k) Account From the Structured Income Planning Page
- Withdrawing From a 401(k) Account Using the Annual Withdrawal Function
- Depositing into a 401(k) Account Using the Annual Fixed Withdrawal Function
- Withdrawing From a 401(k) Using the Annual Percentage Withdrawal Function
- Depositing Into a 401(K) Account Using the Annual Percentage Withdrawal Function
- Liquidating a 401(k) Account Using the Liquidate Account Function
- Depositing into a 401(k) Account Using the Annual Fixed Savings Function
- Withdrawing from a 401(K) Account Using the Annual Fixed Savings Function
- Beneficial IRA RMD (based on beneficiaries’ life)
- Annuitizing an Account
- Calculated Plan Withdrawals: Make-up total owners RMD from one account
- Liquidating an Account
- Calculated Plan Withdrawals; Make-up total beneficial RMD from one account
- Annual Fixed Withdrawal Function
- Annual Fixed Savings
- Annual Percentage Withdrawal Function
- Required Minimum Distribution (RMD)
- Entering a Life Insurance Policy and an Annual Premium
- Showing a Cash Value Life Policy Based on Company Illustrations Function
- Tax Calculation Option for Accounts
- View/Edit Actual Values Function in SIPS Advanced
- Withdrawing from an IRA Account Using the Annual Fixed Savings Function
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- Tax Calculation Options for Incomes for a W-2 Employee/Traditional Worker
- Tax Calculation Options for Income for a 1099 Worker/Multi-Stream Earner
- Income Adjustment Table on the Manage Income Page
- Adding an Income to the Structured Income Plan
- Adding an Expense to the Structured Income Plan
- Adding an Income to Start at a Specified Age
- Adding a Withdrawal to Start at a Specific Age
- Editing the Years of Distribution Through the Income Adjustment Table on the Manage Income Page
- Adding Specific Monetary Incomes Through the Income Adjustment Table on the Manage Income Page
- Withdrawing Money for a Specific Timeframe Through the Income Adjustment Table Through the Add Income Function
- Adding a Pension through the Add Income Function
- Troubleshooting: "social security information is blank." Error Message
- Deleting an Income/Expense Column
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- Editing the Tax Adjustment Table on the Manage Tax Page
- Tax Calculation Option: Adding Assets into a Structured Income Plan
- Tax Calculation Option: Adding Income and Expenses into a Structured Income Plan
- Setting Effective Tax Rates for SIPS Essentials
- Calculating and Applying Tax Rates in SIPS Essentials
- Adding an Income Tax to the Structured Income Plan
- Adding an Employer Matched 401(k) Using the Tax Advance Planning Function
- NQ Annuity Taxation with the Advance Tax Planning Function
- Understanding the Advanced Tax Planning Page
- Advanced Tax Planning: Cap Gains Not in Accounts
- Advanced Tax Planning: Other Schedule 1 Income a K1 Hypothetical Example
- Advanced Tax Planning: Other Schedule 1 Income: An Employer Match 401(k) Hypothetical Example
- Advanced Tax Planning: Income Adjustments
- Advanced Tax Planning: Schedule A Override
- Advanced Tax Planning: QBI Override
- Advanced Tax Planning: Tax Credits
- Advanced Tax Planning: Approximate State Tax %
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- Creating a Target Income in the Structured Income Plan
- Limit Inflation in Old Age function for a Target Income
- Percent Decrease Target Income Function
- Readjusting Target Income in Older Age Using the Target Adjustment Table
- Reaching the Target Income Goal Using the Make-Up Income Gap Based on Target Income Function
- Creating a Target Income that Exceeds the RMDs
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- Delete Current Scenario
- Renaming a Current Scenario
- Create New Scenario As
- Replicate a Current Scenario As
- Changing the Order of the Account and Incomes on the Structured Income Planning Page
- Replicating a Current Individual Account and Income Item
- The Common Button on the Manage Scenario Page
- The Replicate Button on the Manage Scenario Page
- The New Button Function on the Manage Scenario Page
- Replicating an Existing Account and Income Item
- Removing an Individual Item on the Manage Scenario Page
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- Account and Income Groups and Group Setup
- Condense All and Uncondense All Function
- Viewing the RMD amounts on the Structured Income Plan
- View Income Riders Function
- View Death Benefit Function
- View % Distribution Function
- View Comparison Function
- Creating Custom Rate Returns for the View Comparison Table
- View Tax Rate Function
- Viewing Calendar Years instead of Plan Years
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- Condense/Uncondense Feature on the Cash Flow and Tax Advisor Page
- Hide/Unhide Feature on the Cash Flow and Tax Advisor Page
- Add Scenario Feature on the Cash Flow and Tax Advisor Page
- Calculate Feature in Cash Flow and Tax Advisor Page
- Hide/Unhide Feature for the Individual Columns on the Cash Flow and Tax Advisor Screen
- Permanent Deletion of the Individual Columns on the Cash Flow and Tax Advisor Page
- Downloading a 1040 Sample Tax Form
- Part One: Forecasting Effective Tax Rates While the Client is Working
- Part Two: Forecasting Effective Tax Rates While the Client is in retirement and before Social Security Disbursements
- Part Three: Forecasting Effective Tax Rates While the Client is in Retirement and Social Security Starts Up
- Part Four: Forecasting Effective Tax Rates in Retirement: RMDs, Social Security, and Roth Withdrawals
- Part Five: Adding Expenses into the Cash Flow and Tax Advisor Calculator
Popular Articles
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Adding a Pension into the Structured Income Plan to An Existing Plan if the Client is in Retirement
Last Updated: 01/09/2026 in Client DashboardFrom the Client Dashboard within the Income page there is a way to add a pension into the structured income plan to an existing plan if the client is already retired. Below are the step-by-step guidelines for adding a pension from the Incomes page... -
Adding an Employer Matched 401(k) Using the Tax Advance Planning Function
Within the tax advance planning function, there are multiple ways you can show an employer match 401k distribution. Below is the step-by-step guideline for showing an employer match 401k distributions using the Other Schedule 1 Income column in t... -
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... -
Beneficial IRA RMD (based on beneficiaries’ life)
On the structured income planning page, you have the ability to view the beneficial RMD amounts and withdrawal the amounts needed for the beneficial RMD. There is the ability to withdrawal amounts in accordance to the beneficial IRA RMD. Below is... -
Adding a Pension into the Structured Income Plan to An Existing Plan
Last Updated: 01/09/2026 in Client DashboardFrom the Client Dashboard within the Income page there is a way to add a pension into the structured income plan to an existing plan. Below are the step-by-step guidelines for a pension from the Incomes page. Step 1: Edit: Click on the green e... -
Part Four: Forecasting Effective Tax Rates in Retirement: RMDs, Social Security, and Roth Withdrawals
Last Updated: 01/12/2026 in Cash Flow and Tax AdvisorThis is the fourth part of a four-part article on the Cash Flow and Tax Advisor Calculator. This tool can assist you in determining the effective tax rate for each year within your financial plan. It also includes a worksheet to differentiate bet... -
Part Two: Forecasting Effective Tax Rates While the Client is in retirement and before Social Security Disbursements
Last Updated: 01/12/2026 in Cash Flow and Tax AdvisorThis is the second part of a four-part article on the Cash Flow and Tax Advisor Calculator. This tool can assist you in determining the effective tax rate for each year within your financial plan. It also includes a worksheet to differentiate bet... -
Advanced Tax Planning: QBI Override
Under the Advanced Tax Planning feature there is a way you can model additional tax liabilities and credits that are not captured in other places in the structured income plan so that you can calculate future tax estimates as accurately as po... -
Withdrawing from an IRA Account Using the Annual Withdrawal Function
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... -
Planning Horizon Timeline
In the structured income plan the Planning Horizon Timeline controls the timeline for the plan. The default is set for 16 years out for all clients. The timeline range starts at 16 years and the selections are by four-year increments. The shorte...
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