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WealthKaki provides educational information and general guidance. It is not a substitute for professional financial advice. Always consult a licensed financial adviser for major financial decisions.

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SRS Tax Savings Calculator

Estimate your SRS tax savings and withdrawal tax. This model uses the statutory retirement age that applied when you first contributed to SRS.

How the SRS Tax Savings Calculator works

The Supplementary Retirement Scheme (SRS) is a voluntary scheme that lets you set aside money for retirement in exchange for an upfront income tax deduction. Every dollar you contribute reduces your chargeable income for that Year of Assessment, which is taxed under Singapore's progressive personal income tax brackets (0% up to $20,000, rising in steps to 24% above $1,000,000).

This calculator computes your income tax twice — once on your full annual income, and once on your income after subtracting your SRS contribution — and the difference is your annual tax savings. It then projects your SRS account balance year by year to your chosen withdrawal age, compounding your contributions at your expected investment return.

Contribution limits

Singapore Citizens and Permanent Residents can contribute up to $15,300 a year. Foreigners have a higher cap of $35,700a year, since they don't have CPF. Contributions above your cap earn no additional tax relief.

Withdrawal tax

Only 50%of any SRS withdrawal is taxable, whether you withdraw at the statutory retirement age that applied when you first contributed, or earlier (in which case a 5% penalty also applies on top of full taxation). This calculator assumes withdrawals are spread evenly over 10 years from your chosen withdrawal age, which is a common strategy to keep each year's taxable withdrawal — and therefore the tax rate applied to it — low.

This tool provides educational estimates only, not licensed financial or tax advice. Actual outcomes depend on your full tax position, future rate changes, and investment performance.

Related guides

SRS Explained: Tax Relief, Contribution Caps & Year-End Deadline

SRS is one of the few tax reliefs in Singapore fully within your control — but the relief only applies to contributions made by 31 December each year.

Real-world scenarios

SRS Tax Savings for an $80,000 Income Earner in Singapore

How much tax a Singapore citizen or PR earning $80,000 a year saves by maxing out their SRS contribution, plus the projected balance at withdrawal.

Free: 2026 Singapore Financial Planning Checklist

A one-page checklist covering CPF, HDB, SRS, insurance, and retirement planning. Enter your email to get instant access and occasional financial tips.

Frequently Asked Questions

How much can I contribute to SRS?+

Singapore Citizens and Permanent Residents can contribute up to $15,300 a year. Foreigners have a higher cap of $35,700 a year, reflecting their exclusion from CPF.

How much of my SRS withdrawal is taxed?+

Only 50% of any SRS withdrawal is treated as taxable income, whether withdrawn at the statutory retirement age or earlier. Withdrawals before that age also attract a 5% penalty on top of full taxation of the withdrawn amount.

Is SRS worth it if I have a low income?+

SRS tax relief is most valuable at higher marginal tax rates, since the deduction saves tax at your marginal rate. If your income is within the tax-free bracket, SRS contributions won’t generate an immediate tax saving.

Your Information

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SRS cap: $15,300/year

After CPF deductions & reliefs

Use the statutory retirement age when you made your first SRS contribution

SRS Contribution

Max: $15,300/year

SRS funds can be invested in stocks, bonds, ETFs

Used to estimate the marginal tax on SRS withdrawals

SRS Key Benefits

  • • Tax-deductible contributions
  • • Only 50% of withdrawals taxed
  • • Invest in stocks, bonds, ETFs, insurance
  • • Penalty-free from the statutory retirement age at first contribution

Annual Tax Savings

S$1,759

At your marginal rate of 11.5%

Annual Tax Comparison

Without SRS: $5,650
With SRS: $3,891

SRS Balance Projection to Age 63

28 years of contributions at $15,300/year with 4% annual returns

Total Contributions

$428,400

Investment Gains

$366,684

Total Tax Savings

$49,266

Total Benefits

Tax Savings
+$49,266
Investment Gains
+$366,684
Total Benefits+$415,950

Withdrawal Phase Tax

Total SRS at Retirement

$795,084

Annual Withdrawal

$79,508

Taxable (50%)

$39,754

Annual Tax

$541

Total Tax (10 yrs)

-$5,414

Net Tax Benefit$43,852

Tax savings minus withdrawal tax over 10-year period

10-Year Withdrawal Plan

Projected withdrawals from age 63 to 72

Monthly: ~$6,581
Disclaimer: This calculator provides estimates based on current tax rates and is for educational purposes only. Actual tax savings depend on your total reliefs, deductions, other retirement income, and future tax policy changes. Early SRS withdrawal before your applicable statutory retirement age generally incurs a 5% penalty plus full taxation. Consult a tax professional for personalized advice.
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