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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 RPS Tutorials
    • Knowledge Center
  • Purchase
  • Free Trial

SIPS RPS Tutorials

Home Tutorial PathSIPS RPS Tutorials

DISCOVERY

Client Information

  • Initial Incomes
  • Current Assets

Goals and Objectives

  • Goals & Objectives

PRESENTATION

  • Graphs
  • Recommendations
  • Print Reports

FILE OPTIONS

  • Advisor Notes
  • View Disclosure

PLANNING

Asset Allocation and Net Worth

  • Asset Allocation

Cash Flow and 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
Import Old SIPS2014 Case

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