Popular Articles

  1. The Common Button on the Manage Scenario Page

    The function of the common button on the manage scenario page is to add an existing account, income, target, and/or tax from another scenario into the current scenario you are working in. When you add the new items into the current scenario and y...
  2. Required Minimum Distribution (RMD)

    On the structured income planning page, you have the ability to view the regular RMD and beneficial RMD amounts and withdrawal the amounts needed for the different RMDs. There are multiple ways to do the withdrawals. Below is a step-by-step guide...
  3. Entering a Life Insurance Policy and an Annual Premium

    One of the unique and powerful tools of using SIPS is that you can enter in insurance policies into the structured income plan. Below is a step-by-step guideline to enter in an insurance policy. Step 1: Edit: Click on the green edit button ...
  4. 10/19/2024 SIPS software update

    On 10/19/2024 the following updates were released in SIPS: What was updated: The names of the Target Income and Target Tax columns can now be customized. Simply click "Manage Target" or "Manage Tax", update the name to a custom label, and cli...
  5. 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...
  6. Goals and Objectives

    This page in the SIPS program allows you to document the client’s goals, objectives, and concerns. The information entered here will appear in the report when you select the 'Goals' page option. Below is a step-by-step guide on filtering informatio...
  7. Delete Current Scenario

    Within the structured income plan you can delete current scenarios. Below is a step-by-step guide for deleting a current scenario.   Step 1: Edit: Click on the green Edit button underneath the Structured Income Planning sub-heading. ...
  8. Adding an Income to the Structured Income Plan

    The add income button within the structured income plan allows you to add another income into the structured income plan. Below are the step-by-step guidelines to adding another income into the structured income plan. Step 1: Edit: Click on...
  9. Adding an Income Tax to the Structured Income Plan

    The Add Inc Tax button within the structured income plan allows you to add income tax within the structured income plan. Below are the step-by-step guidelines for adding an income tax into the structured income plan. Step 1: Edit: Click on ...
  10. Depositing into a Checking/Savings Account Using the Annual Fixed Withdrawal Function

    There are different ways to show deposits into a checking/savings account. Below is the step-by-step guideline for adding a deposit into a checking/savings account using the annual fixed withdrawal function. Step 1: Edit: Click on the green...