"Mind the Gap" with Our Retirement Income Gap Calculator
- ADVANCED -
This tool helps you quickly assess your retirement readiness based on the information you provide.
By inputting your details, you’ll understand the potential gap between your expected income and desired lifestyle in retirement. “Retirement planning involves closing the gap between the income you desire in retirement and what your investments can realistically provide.”
Your Details
Your Results
Projected Desired Annual Income at Retirement
/yrAccumulated Retirement Savings at Retirement (based on projected investment performance)
Projected Retirement Income Using Three Methods:
4% Safe Withdrawal Rate Method
/yr
from retirement savings alone.
/yr
including Social Security.
8% Aggressive Withdrawal Rate Method
/yr
from retirement savings alone.
/yr
including Social Security.
Depletion Method
/yr
from retirement savings alone.
/yr
including Social Security.
Retirement Income Gap Results:
4% Safe Withdrawal Rate Method
/yr
8% Aggressive Withdrawal Rate Method
/yr
Depletion Method
/yr
In conclusion, this summary provides a rapid assessment of your retirement readiness, taking into account several crucial factors excluding Social Security. At OakTree Premium Finance, we firmly believe that Kai-Zen is the superior solution to bridge this retirement income gap when compared to any other options we've encountered. For additional inquiries or assistance, please don't hesitate to reach out to us. We're here to help you achieve a more secure and prosperous retirement.
* Social Security projections assume maximum benefits at Full Retirement Age based on high lifetime earnings. Actual benefits may vary significantly based on your work history and claiming age.