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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
- Troubleshooting: "social security information is blank." Error Message
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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
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Popular Articles
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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... -
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 ... -
Editing the Tax Adjustment Table on the Manage Tax Page
On the Manage Tax page there are multiple ways you can edit the income tax amounts. Below are the step-by-step guidelines for the Tax Adjustment Table on the Manage Tax page. Step 1: Edit: Click on the green Edit button underneath the Str... -
Part Three: Forecasting Effective Tax Rates While the Client is in Retirement and Social Security Starts Up
Last Updated: 08/07/2025 in Cash Flow and Tax AdvisorThis is the third part of a four-part article on the Cash Flow and Tax Advisor Calculator. This tool can assist you in determining the effective tax rate for each year within your financial plan. It also includes a worksheet to differentiate betw... -
04/12/2025 SIPS software update
Last Updated: 04/12/2025 in Release NotesOn April 12, 2025, the following updates were released in SIPS: SIPS was enhanced to offer three new account types – Roth 401k, DAF (Donor Advised Fund), and CRAT / CRUT (Charitable Remainder Annuity Trust / Charitable Remainder Unitrust). The ... -
Hide/Unhide Feature for the Individual Columns on the Cash Flow and Tax Advisor Screen
Last Updated: 02/14/2025 in Cash Flow and Tax AdvisorThe hide/unhide button located within the columns beneath the client’s name allows users to selectively hide or unhide columns on the landing page for the cash flow and tax advisor screen. This feature would be used if an advisor is creating diff... -
Annual Percentage Withdrawal Function
On the structured income planinng page, you have the ability to show deposits or withdrawals from the accounts on the structured income plan. There are multiple ways to do these functions. Below is a step-by-step guide for depositing and/or withd... -
Adding a Pension into the Structured Income Plan to An Existing Plan
Last Updated: 11/27/2024 in Client DashboardFrom the Client Dashboard within the Income page there is a way to add a pension into the structured income plan to an existing plan. Below are the step-by-step guidelines for a pension from the Incomes page. Step 1: Edit: Click on the green e... -
Uploading A Logo
Last Updated: 12/13/2024 in SettingsOn the preferences page you can upload a logo. The logo will be displayed in the upper left-hand side of your screen. Once uploaded it will be displayed on all the pages in SIPS and it will be included in the final report. After uploading a logo i... -
Permanent Deletion of the Individual Columns on the Cash Flow and Tax Advisor Page
Last Updated: 02/14/2025 in Cash Flow and Tax AdvisorOn the Cash Flow and Tax Advisor page, you can permanently delete individual columns after creating and adding a scenario. Below are the step-by-step directions for permanently deleting the individualized columns on the Cash Flow and Tax A...
