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Within the structured income plan, you have the ability to add an income 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 green Edit button undernea...
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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 withdrawal function. Step 1: Edit: Click on the gre...
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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 IRA account from the structured income planning page. S...
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The structured income planning page provides a method to address income gaps using specific accounts to achieve the target income level. Below is a step-by-step guideline on how to create a target income, and reach the income goal through the inco...
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If you have a structured income plan with many individual accounts and income sources, there is a function to consolidate all of these columns. Below is a step-by-step guideline for condensing and un-condensing all functions. Step 1: Edit: Cli...
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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...
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Within the structured income plan you can change the order of the accounts and income that are shown. Below is a step-by-step guide for changing the order of the accounts and income on the structured income plan. Step 1: Edit: Click on ...
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Under the manage scenario page you can replicate current accounts and incomes that are being used in the current scenarios you are viewing. Below are the step-by-step guidelines for this option. Step 1: Pick the Account: Under the account...
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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...
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On the structured income planning page, you have the ability to view the RMD amounts and withdrawal the amounts needed for the RMD. Under the Manage Accounts page you have the option to choose the total RMD withdrawals from one account. Below is ...