Updated Articles

  1. Annual Fixed 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...
  2. Income Data Table within the Manage Account Page

    To change any information about the accounts is done through the Manage Account page. To change any information about the income to the accounts it is done through selecting a structured income type and the income data table. Below are instructio...
  3. Liquidating a 401(k) Account Using the Liquidate Account Function

    From the structured income planning page there are multiple ways you can withdrawal money from a 401 (k) account. Below is a step-by-step guideline for withdrawing money from a 401(k) account using the liquidate account function.   Step 1: ...
  4. Assets

    Below is a step-by-step guideline for entering assets into the structured income plan. Step 1: Edit: Click on the green edit button underneath the Assets subheading. Step 2: Add Monetary Asset: Click on the green Add Monetary A...
  5. Advisor Notes

    This page in the SIPS program is a place where you can write out the advisor notes.   What you put into this page will show up when you do a report and you click on the notes option.   Below is a step-by-step guide on how to filter the informatio...
  6. 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.  ...
  7. Liquidating an IRA Account Using the Liquidate Account Function

    From the structured income planning page there are multiple ways you can withdrawal money from an IRA account. Below is a step-by-step guideline for withdrawing money from an IRA account using the liquidate account function. Step 1: Edit: C...
  8. Creating a Checking/Savings 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 a checking/savings account from the structured income planning page...
  9. Adding More Rows to the View All Cases Page

    To edit how many rows you would like to see on the View All Cases page, all you need to do is manually tell SIPS how many cases you would like to see per page. This feature can be edited on the View All Cases Page. Below is a step-by-step guideli...
  10. 10/19/2024 SIPS software update

    On 10/19/2024 the following updates were released in SIPS: What was updated: The names of the Target Income and Target Tax columns can now be customized. Simply click "Manage Target" or "Manage Tax", update the name to a custom label, and cli...