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- 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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- Uploading A Logo
- Changing the Colors of the Allocation Codes
- Entering in Your Company Contact Information into SIPS
- Adding An Allocation Code
- Editing the Default Percentage Amounts on the Allocation Codes
- Editing the Maximum Percentage Amounts on the Allocation Codes
- Deleting an Allocation Code
- Adding a Default Recommendation
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- Client Information
- Incomes
- 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
- Assets
- Goals and Objectives
- Recommendations
- Advisor Notes
- Accessing the Disclosure Page
- Creating Custom Text to the Disclosure Page and Final Report
- Downloading the Report for Your Clients
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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
- Depositing into a Checking/Savings Account Using the Annual Fixed Savings Function
- Withdrawing from a Checking/Savings Account Using the Annual Fixed Savings Function
- 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
- Withdrawing from 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
- Adding an Annuity with a Pre-Existing Income Rider
- Manually Entering in an Annuity and an Income Rider
- Showing a Cash Value Life Policy Based on Company Illustrations Function
- Uploading an Excel Spreadsheet into the Death Benefit Data Table on the View/Edit Death Benefit Page
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- 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
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- Creating a Target Income in the Structured Income Plan
- Limit Inflation in Old Age function for a Target Income
- 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
New Articles
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Income Data Table within the Manage Account Page
To change any information about the accounts is done through the Manage Account page. To change any information about the income to the accounts it is done through selecting a structured income type and the income data table. Below are instructio... -
Annuitizing an Account
An option to withdrawal money from an account is through the process of annuitizing an account . Within the Structured Income Planning page, you can create your own annuitization plan for the accounts. Below are the step-by-step instruction... -
Liquidating an Account
An option to withdrawal money from an account is through the process of liquidating an account. Within the Structured Income Planning page, you can create your own liquidation plan for the accounts. Below are the step-by-step instructions on how ... -
Creating a Checking/Savings Account from the Structured Income Planning Page
From the Structured Income Planning page, you have the capacity to add many different forms of accounts to the structured income plan. Below is a step-by-step guide for creating a checking/savings account from the structured income planning page... -
Annual Fixed Withdrawal Function
On the structured income planinng 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... -
Accessing the Disclosure Page
Created On: 06/21/2024 in Client DashboardThis page in SIPS provides the disclosure policy for running a hypothetical report. The content here corresponds with the notes page when using the report feature. Below are step-by-step instructions for opening and viewing the disclosure page. ... -
Advisor Notes
Created On: 06/20/2024 in Client DashboardThis page in the SIPS program is a place where you can write out the advisor notes. What you put into this page will show up when you do a report and you click on the notes option. Below is a step-by-step guide on how to filter the informatio... -
How to Show QCDs in SIPS to Maximize Charitable Giving
In this video, you will see how to use the Advanced Tax Calculation features in SIPS to model Qualified Charitable Distributions (QCDs). QCDs are a powerful tool for clients looking to make charitable donations while reducing their taxable inco... -
How to Model ROTH Conversions in SIPS
In this video we will demonstrate how the Advanced Tax Calculation features in SIPS can help you analyze and model Roth IRA conversion scenarios within a financial plan. Roth IRA conversions can significantly reduce RMDs and income tax liabilit... -
Recommendations
Created On: 06/19/2024 in Client DashboardIn the final report, which can be printed as a PDF, there is a page titled Summary of Recommendations. This page is linked to the Recommendations section within SIPS. On this page, you can select prewritten text and write unique text in as recomm...
