CA Tax Tools

RRSP vs TFSA Calculator

Compares the two accounts' projected after-tax outcomes given your income, contribution, horizon, and retirement marginal rate. Defaults to refund-reinvestment for the methodologically correct apples-to-apples comparison.

Best choice for your inputs

RRSP wins by $23,717

Current marginal rate 30.0% vs estimated retirement 25.0%.

Your current marginal rate (30.0%) is higher than your estimated retirement marginal rate (25.0%). The RRSP deduction is worth more now than the eventual withdrawal tax.

Your Situation

Projected after-tax balance over 30 years

RRSPTFSA
Ending balance$474,349$474,349
Refund reinvested (side TFSA)$142,305
Withdrawal tax @ 25%$118,587$0
Net after-tax$498,067$474,349

Break-even retirement marginal rate

With refund reinvestment, RRSP and TFSA produce identical net outcomes when your retirement marginal rate equals your current marginal rate of 30.0%. Below that, RRSP wins; above it, TFSA wins.

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By Province

Each provincial page pre-fills the calculator with that province's brackets and adds province-specific context.

How this works

The economic core: both accounts shelter investment growth from annual taxation. The difference is when you pay tax. RRSP defers — you skip income tax on the contribution today and pay it on the entire balance at withdrawal. TFSA pays tax now — your contribution is post-tax dollars, but withdrawals are tax-free forever.

With refund reinvestment ON (the default), an RRSP contribution of $X actually invests $X plus the cash refund ($X × current marginal rate). That refund grows alongside the main RRSP balance in a side TFSA. At withdrawal, the main RRSP is taxed but the side TFSA is not.

The mathematical identity: if your current marginal rate equals your retirement marginal rate, RRSP and TFSA produce identical after-tax balances. Below that — RRSP wins. Above — TFSA wins. The calculator surfaces both your current rate (derived from income + province + tax year) and the break-even insight.

Frequently asked questions

Should I contribute to RRSP or TFSA first?

Use this calculator. The general rule: if your current marginal tax rate is higher than your expected retirement rate, RRSP wins. If lower, TFSA wins. The break-even point is where they equal.

What is the break-even retirement marginal rate?

When you reinvest your RRSP refund, RRSP and TFSA produce mathematically identical after-tax outcomes if your retirement marginal rate equals your current marginal rate. Above that rate, TFSA wins; below, RRSP wins.

Why does the calculator default to reinvesting the RRSP refund?

Without reinvesting the refund, you would be comparing $5,000 of RRSP contributions to $5,000 of TFSA contributions but ignoring the ~$1,500 cash refund the RRSP also generates. The methodologically sound comparison treats the refund as additional investable capital.

Does the calculator account for OAS clawback?

Not directly — set your retirement marginal rate higher (e.g. 35%+) to approximate the impact of OAS clawback in retirement. A future version may model this explicitly.

What about FHSA, spousal RRSP, or pension splitting?

These have dedicated calculators on catax.tools — see the FHSA Calculator, Spousal RRSP Calculator, and Pension Splitting Calculator. This tool focuses specifically on the binary RRSP vs TFSA decision.

Sources

Related Calculators

Last updated May 1, 2026Tax year 2026

Data sources: CRA (canada.ca)

This tool is general information only, not financial advice.

Reviewed by CA Tax Tools Editorial Desk

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