-
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...
-
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...
-
Last Updated: 12/06/2024
in Client Dashboard
This 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. ...
-
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 withdrawal function. Step 1: Edit: Click on t...
-
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...
-
Last Updated: 10/21/2024
in Your Case List
To edit how many rows you would like to see on the View All Cases page, all you need to do is manually tell SIPS how many cases you would like to see per page. This feature can be edited on the View All Cases Page. Below is a step-by-step guideli...
-
Last Updated: 10/30/2024
in Client Dashboard
Below is a step-by-step guideline for entering assets into the structured income plan. Step 1: Edit: Click on the green edit button underneath the Assets subheading. Step 2: Add Monetary Asset: Click on the green Add Monetary A...
-
Last Updated: 08/23/2024
in Your Case List
There are 2 different ways to search for a specific case in SIPS. One way is clicking on search using selection button underneath the main dashboard on the Your Case List page. This will redirect you to the text box Search for Case. The other way...
-
On the structured income planning page, you have the ability to view the beneficial RMD amounts and withdrawal the amounts needed for the beneficial RMD. Under the Manage Accounts page you have the option to choose the total beneficial RMD withdr...
-
Within the structured income plan you can replicate and rename a current scenario to a unique title. Below is a step-by-step guide for replicating and renaming a current scenario. Step 1: Edit: Click on the green Edit button underneath the ...