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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...
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Last Updated: 08/23/2024
in Client Dashboard
This page in the SIPS program is a place where you can write out the client’s goals, objectives, and concerns. What you put into this page will show up when you do a report when you click on the goals page option for the report. Below is a step-...
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Within the structured income plan, you can replicate/copy an individual account and income from the manage scenario page. Below is a step-by-step guide for replicating/copy and individual account and/or income. Step 1: Edit: Click on the ...
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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 savings function. Step 1: Edit: Click on the green ...
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Last Updated: 08/23/2024
in Client Dashboard
This page in the SIPS program is a place where you can write out the client’s recommendations. There is an option to select a prewritten text if you would like this to show up on the final report. If you are writing unique text or if you pick t...
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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...
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Within the structured income plan you can rename a current scenario to a unique title. Below is a step-by-step guide for renaming a current scenario. Step 1: Edit: Click on the green Edit button underneath the Structured Income Planning sub...
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Within the structured income plan you have the ability to add an expense into the plan. Below are the step-by-step guidelines for adding an expense into the structured income plan. Step 1: Edit: Click on the green Edit button underneath t...
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On the manage income page there is an income adjustment table. This table has the ability to edit the data that has been filtered in through the add income function. Below are the step-by-step guidelines for each of the buttons; Pick Years, Pick ...
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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...