Articles
Understanding a Basic Structured Income Plan
After inputting all the client information into SIPS, the system will create a basic planning scenario. Below is an explanation of what each column represents in a basic planning scenario. Step 1: Scenario: This text box shows the scenario...
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...
Editing the Social Security Age
On the structured income planning page, you have the ability to edit the start age for social security disbursements. Below is a step-by-step guide for editing the age to start social security. Step 1: Edit: Click on the green Edit button...
Understanding a Structured Income Plan that has a Target Income and an After Tax Target Columns
Below is an explanation of what each column represents when a structured income plan has a target income, income tax, and planned distributions columns within the plan. Step 1: Initial Plan Date: This date represents the first day of the structu...