Adding A New Case

 Client Information: 

• John Doe, age 60; birth date: 01/01/1966; retirement age: 67 

Beneficiary: 

• Child #1 

• Child #2 

Incomes:  

• Wages: $150,000 growing at 2.8% per year; Social Security (SS) at 67: $36,000 COLA at 2.8%; Pension at 67: $48,000 COLA at 2.8%  

Assets: 

• Taxable Brokerage Account (BA): $2,000,000; Moderate, 3% net growth per year

• Tax-Deferred Individual IRA: $1,000,000; Aggressive, 5% net growth per year

• Tax-Free Roth: $500,000; Conservative, 2% net growth per year  

• Residential Home: $400,000 in value, fully owned  

 To learn more please see articles:  

• Client information 

• Incomes 

• Assets 

• Getting Started Section 

• Case Studies Section 

Step 1: Your Case List: Click on the green Goto Your Case List button or the Your Case List link in the heading to get you to the Your Case List Landing page.

Step 2: Add Case: Click the green Add Case button on the left-hand side of the screen. 

Step 3: Demographic Information: Enter the demographic information into the appropriate text boxes.

Step 4: Case Title: This text box is highlighted in yellow, which means it is mandatory and must be completed before you can move to the next screen. Use this field to name your case. When you view cases on the Case List page, this title is displayed. 

Step 5: Date of Birth and Initial Plan Age: These two fields are linked together. If no age is provided, the system displays the client’s age as 0. If you select a year but not an age, the age field automatically updates once you click Save. If you enter an age without providing a birthdate, SIPS calculates the birth year and auto‑fills the date of birth accordingly. 

Step 6: Save: Click on the green Save button underneath the Client Information heading. 

Step 7: GoTo Incomes: Click on the Green GoTo Incomes underneath the Client Information heading. 

Step 8: Edit: Click on the green Edit button below the Incomes heading. 

Step 9: Monthly/Yearly Amounts Radio Button: Click on which radio button you would like to enter the data for, monthly or yearly. The default is set at yearly amounts. 

Step 10: Wages/Income: Enter in the Incomes Information. 

Step 11: Social Security: If your client has not started collecting Social Security, enter a single value into the Projected Benefits column. Once you click Save, SIPS will automatically populate the remaining projected benefits. If your client is already collecting Social Security, enter the amount in the text box titled “Current Benefit”. Enter the numerical value you would like to use for the COLA percentage. 

Step 12: Pensions: Enter in the Pensions information.

Step 13: Save: Click on the green Save button underneath the Incomes heading. If you need to edit any data, click on the green edit button under the Incomes heading. 

Step 14: Social Security: SIPS has automatically entered in the remaining numbers. 

Step 15: Goto Asset: To continue to the Assets page click on the green GoTo Assets button underneath the Incomes heading. 

Step 16: Edit: Click on the green Edit button underneath the Assets subheading. 

Step 17: Add Monetary Asset: Click on the green Add Monetary Asset button underneath the Assets subheading. 

Step 18: Assets: Enter in the Assets Information. 

Step 19: Save: Click on the green Save button underneath the Assets subheading. 

Step 20: Create Planning Scenario: Click on the green Create Planning Scenario underneath the Assets subheading. 

Step 21: Structured Income Planning Page: SIPS automatically created a structured income plan using the data entered on the previous pages. If you feel you need more support or would like to set up demo time with one of our representatives, please contact us at: support@planscout.com.