Popular Articles

  1. Adding Specific Monetary Incomes Through the Income Adjustment Table on the Manage Income Page

    Within the Income Adjustment table on the Manage Income page, you can add specific monetary Income amounts per year and control the start and stop cycle.  Below are the step-by-step guidelines for adding different monetary amounts with a specific...
  2. Adding a Withdrawal to Start at a Specific Age

    Within the structured income plan, you have the ability to withdraw specific monetary amounts to start at a certain age. Below are the step-by-step guidelines to adding an income to start at a specified age.   Step 1: Edit: Click on the gre...
  3. Income Adjustment Table on the Manage Income Page

    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 ...
  4. Uploading an Excel Spreadsheet into the Death Benefit Data Table on the View/Edit Death Benefit Page

    On the View/Edit Death Benefit page there are unique ways that you can enter in the insurance information. Below is the step-by-step guideline for uploading an excel spreadsheet into the death benefit data table.   Step 1: Edit: Click on ...
  5. Withdrawing from a Checking/Savings Account Using the Annual Fixed Savings Function

    There are different ways to show withdraws into an existing checking/savings account from the structured income planning page. Below is the step-by-step guideline for withdrawing money from an existing checking/savings account using the annual fi...
  6. Editing the Default Percentage Amounts on the Allocation Codes

    Underneath the Settings subheading, you’ll find the allocation codes. On the allocation codes list page, you can edit the default percentage amounts, which are set to zero by default. Once you update the default percentages, any allocation you se...
  7. 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 ...
  8. Create New Scenario As

    Within the structured income plan you can create a new scenario by replicating the accounts and incomes from previous scenarios under the create new scenario function.   Step 1: Edit: Click on the green Edit button underneath the Structured...
  9. The New Button Function on the Manage Scenario Page

    Under the manage scenario page underneath the edit or add scenario subsection, you can add a new account and income into the structured income plan. Below are the step by step guidelines for adding  an account and/or income from the manage scenar...
  10. Removing an Individual Item on the Manage Scenario Page

    Within the structured income plan, you can remove an individual account, income, target, and tax from the manage scenario page. Below is a step-by-step guide for removing an individual item.   Step 1: Edit: Click on the green Edit button un...