Monday, April 15, 2019

Say Yes to National Pension Scheme (NPS)



National Pension Scheme is a government sponsored Pension Scheme, which was launched on January 2004 for Government employees and later made open for all the section of individuals in May 2009. National Pension scheme is under the purview of PFRDA (Pension Fund Regulatory and Development of India). NDSL is the central record keeping agency (CRA) for NPS. It is a perfect solution for retirement planning.

National Pension Scheme has got two types of accounts

Tier 1  and Tier 2

Individuals can opt for only Tier 1 or Both Tier 1 and 2. PRAN (Permanent Retirement Account Number) is allotted for all subscribers of NPS .Tier 1 account is the mandatory account, contributions cannot be withdrawn until individual attains age of 60. Partial withdrawal is permitted only on extreme personal needs. Minimum contribution of Rs 500 and at least Rs 1000/Financial Year is compulsory. Tier 2 account is Voluntary Savings contribution account. Invested portion can be withdrawn at any time. Tier 2 Minimum contribution is Rs 250.

NPS Contribution are invested in Equity, Government Securities and Corporate debts. So Individuals investing in NPS get wide range of diversification, Risk mitigated returns when compared with other retirement solutions. Contributions to NPS are managed by the Pension Funds. Subscribers can select their own fund managers.

NPS offers two choices of Investment:

1. Active Choice: This option allows the investor to decide how the money should be invested in different assets. (Equity (E), Government Securities (G), and Corporate debts (C))

2. Auto choice: This is the default option which invests money automatically in line with the age of the subscriber across varies sectors.

Tax Benefit available to Individuals:
Individual Subscribers of NPS can claim tax deduction up to 10% of gross income under Sec 80 CCD (1) with in the overall ceiling of Rs. 1.5 lac under Sec 80 CCE.

Corporate Subscriber:
Additional Tax Benefit is available to Subscribers under Corporate Sector in 80CCD (2) of Income Tax Act. Employer's NPS contribution (for the benefit of employee) up to 10% of salary (Basic + DA), is deductible from taxable income, without any monetary limit.

Exclusive Tax Benefit to all NPS Subscribers u/s 80CCD (1B)
Additional deduction for investment up to Rs 50,000 in NPS (Tier1 account) can be claimed under subsection of 80CCD (1B). This is over and above the deduction of Rs 1.5 lakh under section 80C of Income Tax Act.

Mentotax recommends all the individuals to open NPS Account for accumulating the retirement corpus. Because of advantages like well regulated, Flexible for investments, Diversified portfolio, Tax benefits and better returns.

Mentotax advises EPF (Employee Provident Fund) Subscribers to open NPS Account and contribute minimum Rs 50,000 in Tier 1 and Contribute Voluntary of Rs 50,000 in Tier 1 to claim tax benefit under sec 80 CCD(1B) of Income tax act. Individuals in 30% Tax Bracket can save tax up to Rs 15600 , Assesse in 20% Tax Slab can save Rs 10400 and person in 5% Tax bracket can save Rs 2600 by contributing to Tier 1 of NPS. 

Person with Taxable Income up to Rs 5.00 Lakhs is exempted from paying tax from Financial Year 2020. Better utilize the NPS to reduce your taxable income and save tax up to Rs 13000/-

Keep reading and support us!

#Mentotax #NPS #Tax #Retirement #Investment

For More Clarifications
mentotax@gmail.com

Give Your Support on Social Media Sites by 
Just Clicking the below Links :

Instagram    *Twitter    *Facebook

No comments:

Post a Comment