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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
- Assets
- Goals and Objectives
- Recommendations
- Advisor Notes
- Accessing the Disclosure Page
- Creating Custom Text to the Disclosure Page and Final Report
- Downloading a Report for Your Clients
- 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
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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
- 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
- Tax Calculation Option for Accounts
- View/Edit Actual Values Function in SIPS Essentials
- Withdrawing from an IRA Account Using the Annual Fixed Savings Function
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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
- Tax Calculation Options for Incomes for a W-2 Employee/Traditional Worker
- Tax Calculation Options for Income for a 1099 Worker/Multi-Stream Earner
- Deleting an Income/Expense Column
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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
Popular Articles
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Creating Custom Text to the Disclosure Page and Final Report
Last Updated: 01/09/2026 in Client DashboardUnder the Settings option, you can access the Disclosure page. On the Default Disclosure page, you can customize the Standard Assumptions and Disclaimer by adding unique text. Below is a step-by-step guide for adding unique text to the Standard As... -
Creating a 401(k) Account From the Structured Income Planning Page
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 an 401(k) account from the structured income planning page. ... -
Changing Your Password Through The Settings Option
Last Updated: 01/04/2026 in Getting StartedWithin SIPS you can reset your password through the settings options. Below is a step-by-step guideline on resetting your password through the settings option. Step 1: Login: Log into SIPS. Step 2: Settings: Click on the Setting header... -
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... -
Withdrawing From a Checking/Savings Account Using Annual Withdrawal Function
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... -
View Tax Rate Function
On the structured income planning page, you can view the tax rate. This function is available through the display options. Below is a step-by-step guideline for displaying the tax rate. Step 1: Edit: Click on the green Edit button underneath the... -
Entering in Your Company Contact Information into SIPS
Last Updated: 01/02/2026 in SettingsYou can access the preference page through the settings button. On the preference page you can update your password, enter your email address, and provide your company’s contact information. The company's contact information that you have provide... -
Recommendations
Last Updated: 01/09/2026 in Client DashboardIn the final report, which can be printed as a PDF, there is a page titled Summary of Recommendations. This page is linked to the Recommendations section within SIPS. On this page, you can select prewritten text and write unique text in as recomm... -
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... -
Adding a Pension through the Add Income Function
On the structured income planning page, you can add a pension to an existing plan through the Add income function. Below is the step-by-step guideline for adding a pension through the add income function. Step 1: Edit: Click on the green Edit bu...
