On the structured income planning page, you have the ability to view the regular RMD and the beneficial RMD amounts. Below is a step-by-step guide for viewing the RMD amounts on the structured income plan.
Step 1: Edit: Click on the green Edit button underneath the Structured Income Planning sub-heading.
Step 2: Display Options: Click on the green Display Option button underneath the Structured Income Planning sub-heading.
Step 3: View RMD Checks: Click on the green View RMD Checks button in the Column Display Options Table.
Step 4: Structured Income Planning Page: A new column on the left will appear that will display the monetary amounts for the RMD.
Step 5:RMD Option: Whichever title is in the Yellow box is the RMD that is displayed. If you need to change the RMD, click on the green button above the Yellow box.
Step 6: Saving the Structured Income Planning Scenario: Click the green Save button underneath the Structured Income Planning subheading.
Step 7: Edit: If you need to make an edit to the structured income plan click on the green edit button underneath the Structured Income Planning subheading.
Step 8: Cancel: If you need to go back to the previous page, click on the green Cancel button underneath the Structured Income Planning subheading.
Step 9: Logout: To sign out of SIPS, click on the Sign Out heading that is located in the upper right-hand side of the screen.
If you feel you need more support or would like to set up demo time with one of our representatives, please contact us at: +1-888-449-6917 or support@planscout.com.