Otar's Retirement Page

(Beware of websites with virtually identical names as mine. I have no connection to any of them.)

GREAT NEWS! The Simple edition is now FREE to download! Pass on the word!

My Creative Stuff: 

jimotar.com

My CEU Courses: 

Live Presentations  

Webinar (2hr CEU Cdn) 

Webinar (2hr CEU USA & Int.)

Advisor's Edge

My Publications: 

Books  

Articles 

White Papers

Retirement Planning: 

My Story about the Luck Factor
Live Presentations
Permit to use this Material
ALDA Calculator

Otar Retirement Calculator: 

Exec Summary

Updates/What's new for 2026

Download the free Simple Version

Download the Trial Versions

Order the 2026 Calculator 

FAQ/Installing/Updating
Cash Flow Worksheet (Cdn)
Cash Flow Worksheet (US)
FINRA Letter
Disclosures
Testimonials