Popular Articles

  1. Editing the Years of Distribution Through the Income Adjustment Table on the Manage Income Page

    Within the Income Adjustment table on the Manage Income page, you can edit the timeframe for how many years you can have the income be distributed. Below are the step-by-step guidelines for editing how many years you can have an income be distrib...
  2. Liquidating a Checking/Savings Account Using the Liquidate Account 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 liquidate account function.   Step 1: Edit: Click on...
  3. Depositing into an IRA Account using the Annual Percentage Withdrawal Function

    T here are multiple ways  to show deposits into an IRA account. Below is the step-by-step guideline for adding a deposits into an IRA account using the annual percentage withdrawal function.   Step 1: Edit: Click on the green edit butto...
  4. Withdrawing from an IRA Account using the Annual Percentage Withdrawal Function

    From the structured income planning page there are multiple ways you can withdraw money from an IRA account. Below is a step-by-step guideline for withdrawing money using the annual percentage withdrawal function.   Step 1: Edit: Click on t...
  5. NQ Annuity Taxation with the Advance Tax Planning Function

    SIPS has a tax calculation option for NQ annuities that calculates the taxes by paying out the invested capital first (no taxes), then taxing the income once the cash runs out.  To do this, you will add your annuity and select the “NQ Annuity Dis...
  6. Withdrawing from an IRA Account Using the Annual Fixed Savings Function

    There are different ways to show withdraws from an existing IRA account from the structured income planning page. Below is the step-by-step guideline for withdrawing money from an existing IRA account using the annual fixed savings function.  ...
  7. Depositing into a 401(k) Account Using the Annual Fixed Savings Function

    There are various ways to deposit money into a 401(k) from the Structured Income Planning Page. Below is a step-by-step guideline for depositing money into a 401(k) using the annual fixed savings function.   Step 1: Edit: Click on the green...
  8. 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...
  9. Creating a Target Income in the Structured Income Plan

    On the Structured Income Planning Page, you can create a column that will display the target income. Below is a step-by-step guideline for creating a target income column. Step 1: Edit: Click on the green Edit button underneath the Structured In...
  10. Readjusting Target Income in Older Age Using the Target Adjustment Table

    On the Structured Income Planning page, under the ‘Add Target’ function, there is an option to readjust the target income in older age using the target adjustment table. Below are the step by step guideline for readjusting target income in older a...