• Features
    • Asset Allocation and Risk Management
    • Cash Flow and Taxes
    • Structured Income Planning
  • Tutorials
    • SIPS 2014
    • SIPS 2017
    • Knowledge Center
  • Purchase
  • Free Trial
Structured Income Planning System (SIPS) Structured Income Planning System (SIPS)
  • Features
    • Asset Allocation and Risk Management
    • Cash Flow and Taxes
    • Structured Income Planning
  • Tutorials
    • SIPS 2014
    • SIPS 2017
    • Knowledge Center
  • Purchase
  • Free Trial

Tutorial: Income Plan – Incomes

Home Tutorial: Income Plan – Incomes

The Income Plans – Income tutorial covers adding incomes like social security, 401k or pensions to the Income Plan and modeling changes to show impact to a client’s income in retirement.

Screenshot - Income Plan-Incomes

Planning Tutorials

Asset Allocation & Net Worth Asset Allocation

Cash Flow & Tax Advisor Cash Flow

Tax Advisor - Overview

Tax Advisor - Deep-dive

Structured Income Plan Income Plan - Overview

Income Plan - Accounts

Income Plan - Incomes

Income Plan - Target & Make-up

Income Plan - Tax Column

Income Plan - Scenarios

Income Plan - Riders

Back to Tutorial Main Menu

Let's get in touch

Send us an email and we'll get back to you, as soon as possible.

Send Message
Give SIPS a spin! Download our free trial today. Start Your Free Trial
SIPS-Logo

Dedicated to helping advisors in the financial planning community

Get Started

Take a Tour
Free Trial
Purchase

Our Software

Features
Tutorials
Help Center

Contact Us

  • SIPS Software
  • 1-888-449-6917

© 2018 · Stuart Software Solutions | All rights reserved.