"Mind the Gap" with Our Retirement Income Gap Calculator

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

Accumulated Retirement Savings at Retirement based on Investment Performance

Projected Retirement Income Using Time Value of Money Analysis

Retirement Income Gap


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.