LIFT
Use this calculator in conjunction with the LIFT
fact finder and
Gap Analysis to determine how you can achieve your desired net income and fill your retirement income gap in a tax-efficient manner.
Monthly desired net income
Retirement income gap
Amount of gap funded by tax-preferred assets:
$5,000
Total percent funded by taxable accounts:
75.00%
Percent of gap funded by tax-preferred accounts:
25.00%