Looking for a good investment plan? Then this article is for you. If you’re looking to grow your investment without any risk, a Fixed Deposit (FD) is a solid choice. Likewise, the government-supported Senior Citizen Savings Scheme (SCSS) is a fantastic option for older adults, helping them build a nice retirement fund. Plus, with this scheme, you receive interest payments every three months.
Now, let’s talk about the profit side of things. A common question for seniors is whether to go with a bank FD or the SCSS. Both options allow for monthly or lump sum investments, meaning you can either put in a little bit each month or invest a larger sum all at once. For instance, if you invest Rs 7,50,000, let’s see which option between the State Bank of India (SBI) 5-year FD and SCSS gives you better returns.
SBI FD Interest Rates:
– For regular citizens: 3.50% to 7.25% per year
– For senior citizens: 4.00% to 7.75% per year
– SBI Tax Saving FD: 6.50% (regular citizens) and 7.50% (senior citizens)
Calculating the SBI 5-Year FD:
– Deposit amount: Rs 7,50,000
– Total interest earned: Rs 2,85,315
– Maturity amount: Rs 10,35,315
Interest Rates for the Senior Citizen Savings Scheme (SCSS):
– Current rate (effective January 1, 2024): 8.2% per year
– Interest is paid quarterly (on April 1, July 1, October 1, and January 1)
Eligibility for SCSS:
– Anyone aged 60 or older can take advantage of this scheme.
– Individuals between 55 and 60 who opt for a Voluntary Retirement Scheme (VRS) can also invest.
You can only open a joint account under this scheme with your spouse.
SCSS Deposit Limits and Tax Perks:
– Minimum deposit: Rs 1,000
– Maximum deposit: Rs 30,00,000
– Tax perks: You can claim deductions under section 80C for your investments.
SCSS Calculation:
– Maturity amount: Rs 10,57,500
– Quarterly interest: Rs 15,375
– Total interest earned over 5 years: Rs 3,07,500
Where to Open the Account:
Getting started with the Senior Citizen Savings Scheme (SCSS) is super simple. You can open an account at any government bank or post office. The SCSS has a 5-year term, which can be extended for an additional 3 years. Plus, since interest is paid quarterly, it provides a steady income stream for senior citizens.
Desclaimer: For any financial invest anywhere on your own responsibility, Times Bull will not be responsible for it.