Singapore-based financial blog that aims to educate people on personal finance, investments, retirement and their Central Provident Fund (CPF) matters.

Wednesday, 15 July 2020

Why You Should Max Your CPF Retirement Sum Early


Today, we are going to present to you a controversial idea.

That controversial idea will help you hit the CPF Retirement Sum faster, earlier, and easier.

That idea is, to top up your CPF Special Account (SA) to the prevailing year's CPF Retirement Sum ASAP, even if you are below 55.

Top Up My CPF SA?!

Before you go "you are crazy!", hear us out first.

So, CPF has revealed in advance the next few years' Retirement Sum.
Source: CPF

Based on the figures above, we can see that the Retirement Sum increases by about 3% per year.

Your CPF SA pays you an interest of 4%, +1% additional interest on the first $60,000 balance.

If the CPF Retirement Sum keeps increasing at the 3% rate while CPF keeps paying you a 4% interest rate, your CPF balance will grow faster than the rate the Retirement Sum is increasing.

That's like CPF is paying you to hit your Retirement Sum early.

That makes reaching your CPF Retirement Sum a lot easier.
We'll show you why.

Recommended Read: The 4% Shortfall In Your CPF Retirement Fund

Retirement Sum Estimator Example

Assuming that you are born in 1985, you will reach 55 years old in 2040.
The estimated CPF Retirement Sum for your cohort is $327,800.

That seems daunting, like a far and never reachable goal.
But it is a lot more manageable if you break it down.

Assuming you contribute $2,000 into your CPF SA every year till 55 years old, via work contribution + your own Retirement Sum Top Up (RSTU).


Suddenly, if you managed to save $121,439.54 in your CPF SA by 2020 year-end, you will be able to hit your cohort's Full Retirement Sum by the time you reach 55 years old.

$121439.54 + (20 years x $2,000) = $161,439.54.

By contributing a total of $161,439.54, you will be able to hit your cohort's retirement sum of $327,800.

If you top-up more money into your SA earlier, you will be able to hit your cohort's retirement sum even earlier.

Recommended Read: Is CPF A Scam?

Retirement Sum Estimator

Interested in finding out the CPF Retirement Sum for your cohort?

Interested in finding out how much you should have in CPF by what year to hit your CPF Retirement Sum?

We have actually made this calculator public.
You can find the calculator via the link below.

Click here to try the Retirement Sum Estimator

Try it out and let us know what you think of it.
It would be even better if you have any suggestions for us to improve the calculator.

Recommended Read: Free $8+ With Google Pay

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2 comments:

  1. Money transfer from CPF ordinary account to special account cannot be transfer back. If you need to use the funds for your kid's education or to buy properties you might face some problems when there is insufficient funds.

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