CPF vs SRS | Which Should You Top Up First?

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  • เผยแพร่เมื่อ 10 ธ.ค. 2024

ความคิดเห็น • 18

  • @KelvinLearnsInvesting
    @KelvinLearnsInvesting  5 หลายเดือนก่อน +4

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  • @kenneth3132
    @kenneth3132 5 หลายเดือนก่อน +2

    Hi Kelvin, for foreigners I believe the 24% is initially charged but will be refunded, the actual tax is 15% on 50% of the sum withdrawn , so that is about 7.5% of the full amount, you can read on IRAS "Withholding tax is not the final tax payable" as well as "applying for refund".

  • @gslin2729
    @gslin2729 5 หลายเดือนก่อน

    Thank you for a very informative video, as always. For SRS, if one no longer a SG citizen/PR during withdrawal, what will the withholding tax rate be?

  • @nicklovia
    @nicklovia 5 หลายเดือนก่อน

    Hi kelvin, which bank is a better choice to open an SRS account? Or any bank will do?

  • @whizkid4690
    @whizkid4690 5 หลายเดือนก่อน +1

    You forget to mention that Supplementary Retirement Scheme (SRS) can buy T-bills.

  • @carnesir
    @carnesir 5 หลายเดือนก่อน

    my personal goal changed as need to buy house. so no cpf/srs top ups for me this year.

  • @purpletulip1688
    @purpletulip1688 5 หลายเดือนก่อน

    Yeah. I top up both..

  • @bigno1900
    @bigno1900 5 หลายเดือนก่อน

    i always max out cpf first before touching SRS.

  • @Longtermalwayswins
    @Longtermalwayswins 5 หลายเดือนก่อน

    when your at 400k and above... its really just SRS and yearly VCMA plus charity donations

  • @Kfc_Manager0
    @Kfc_Manager0 5 หลายเดือนก่อน

    Kelvin, I usually top up 8K to cpf to reduce income tax. Are you say I can also top up SRS in addition? Will it reduce taxable amount by how much I put into srs?

    • @KelvinLearnsInvesting
      @KelvinLearnsInvesting  5 หลายเดือนก่อน +2

      It depends which tax bracket you are in. If let’s say you are at the 7% bracket, and you contribute $5k to srs, this means u saved $5k x 7% = $350 in taxes

    • @a_rabbits_sharing
      @a_rabbits_sharing 5 หลายเดือนก่อน

      For last year I did both to minimise tax. From potentially 5k to 2k. Then I use my srs to invest also buy tbill and ssb

  • @ron2040
    @ron2040 5 หลายเดือนก่อน +2

    Just cut hair? Why hair like 80s star trek's stars

  • @henrylee1269
    @henrylee1269 5 หลายเดือนก่อน +3

    Kelvin, u got more exclusive content or not.. Too boring lah same old same old cpf, srs, etf, sp500, robo investment

    • @KelvinLearnsInvesting
      @KelvinLearnsInvesting  5 หลายเดือนก่อน

      Do u have something in mind?

    • @henrylee1269
      @henrylee1269 5 หลายเดือนก่อน

      ​@@KelvinLearnsInvestingHow about best brokerage for UCITS ETFs?

    • @ivanirwanlim4514
      @ivanirwanlim4514 5 หลายเดือนก่อน

      how about tariff bills?