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Securian Financial

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



$5,000
Amount of gap funded by tax-preferred assets:
$5,000






75.00%
25.00%

Total percent funded by taxable accounts:
75.00%
Percent of gap funded by tax-preferred accounts:
25.00%





If income gap is funded:

Average tax bracket Marginal tax bracket


With your desired mix




With only taxable accounts




With only tax-preferred accounts

Calculations are using 2019 Married Filing Joint federal income tax rate tables.
Calculations are using 2019 Married Filing Joint federal income tax rate tables.