January 27 / 2025 update - all versions. What changed: The starting age for the US tax-sheltered accounts that are subject to the Uniform Distribution Table is now 73.
2025 Edition of Otar Retirement Calculator is now available.
(Disclaimer: Regretfully, we are unable to service and provide products in French language. To comply with Quebec laws, our products are not offered for sale in Quebec.)
Simple Version $9.99
Single Asset Version $79.99
Multi Asset Version: $99.99
Free trial: Click here to download. The trial version has everything as the paid version, except the current age is fixed at 55.
NEW for the ORC2025 Simple Version:
On the Income Carpet (Chart3 page), you can now show the Income Carpet for different levels of retirement expenses:
1. Essential Expenses only, 2. Essential and Basic Expenses, 3. All expenses. You can even run the stress test for each level of expenses.
All you have to do is the click on the "Purpose-Driven SWR" button on the Main page, enter your numbers (as you did in earlier versions), and the program will carry this information to the income carpet. Select the category you want to display, and there it is: