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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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- 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
- 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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- 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
- 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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Withdrawing From a Checking/Savings Account Using Annual Percentage Withdrawal Function
From the structured income planning page there are different ways you can withdraw money from a checking/savings account. Below is a step-by-step guideline for withdrawing money using the annual percentage function. Step 1: Edit: Click on... -
Downloading the Report for Your Clients
Last Updated: 12/13/2024 in Client DashboardWithin the SIPS program, you can generate a report to provide to your clients outlining the structured income plan. Below is the step-by-step guideline for downloading the report. Step 1: Logging In: Log into SIPS. Step 2: Your Case Li... -
Replicating a Current Individual Account and Income Item
Under the manage scenario page you can replicate current accounts and incomes that are being used in the current scenarios you are viewing. Below are the step-by-step guidelines for this option. Step 1: Pick the Account: Under the account... -
Depositing into an IRA Account Using the Annual Fixed Withdrawal Function
There are different ways to show deposits into an IRA account. Below is the step-by-step guideline for adding a deposit into an IRA account using the annual fixed withdrawal function. Step 1: Edit: Click on the green edit button underneat... -
Editing the Initial Plan Date in a SIPS Plan
Within your SIPS plan, you can edit your initial plan date. If you change your initial plan date to be more than one year old than the revision date, the older years will be grayed out in your SIPS plan. The grayed-out years are stating that thos... -
Depositing into a 401(k) Account Using the Annual Fixed Savings Function
There are various ways to deposit money into a 401(k) from the Structured Income Planning Page. Below is a step-by-step guideline for depositing money into a 401(k) using the annual fixed savings function. Step 1: Edit: Click on the green... -
Tax Calculation Option: Adding Assets into a Structured Income Plan
Discover how to create and configure tax calculations for common structured income plan assets (brokerage, IRA, Roth) from the client dashboard. This three-part guide covers Initial Setup , T ax Option Configuration , and Verifying the Projec... -
Tax Calculation Option: Adding Income and Expenses into a Structured Income Plan
Discover how to create and configure tax calculations for incomes and expenses within a hypothetical structured income plan. Correctly setting up these options is essential for accurately forecasting your effective tax rate. This three-part guid... -
Understanding the Advanced Tax Planning Page
The Advanced Tax Planning feature enables you to automatically calculate estimated income taxes for every year of the financial plan. If you have entered effective tax rates using the Basic Tax Planning feature, whenever you toggle the scenar... -
Advanced Tax Planning: Other Schedule 1 Income a K1 Hypothetical Example
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...
