Investment Account Projector

Model any registered or tax-advantaged account in Canada or the United States — accumulation, preservation, and distribution in one projection.

Account type

Canada

United States

RDSP

Registered Disability Savings Plan

Lifetime limit: $200,000

Your contributions

0

Typical: 5-8%

Government grant included

CDSG grants (up to $3,500/yr, $70,000 lifetime) are auto-applied based on your income.

VerifiedAdvisorsHub · RDSP Projector

Your RDSP Projection

Projection

At end of contributions

$1,185,575

Year 30

After-tax spendable

$1,185,575

Tax-free

Balance over time

Accumulation
Preservation
Distribution
Your contributions$200,000
Government grants+$56,000
Investment growth+$929,575
Peak balance$1,475,780
Total tax paid over lifetime$0
Lifetime net withdrawals$1,500,000

A verified advisor can optimize your contribution strategy and tax treatment.

About the RDSP

🇨🇦Canada

Tax-free growth + matching grants and bonds for persons with a disability.

At a glance

Lifetime contribution$200,000 per beneficiary
CDSG grantUp to $3,500/year (low income); $70,000 lifetime
CDSB bondUp to $1,000/year (low income); $20,000 lifetime

Best for

  • Individuals with the Disability Tax Credit (DTC) eligibility
  • Long-term planning for a dependent with a lifelong disability
  • Low-income beneficiaries who can stack CDSG + CDSB

Watch out for

  • Grants and bonds must remain invested 10 years before withdrawal to avoid repayment
  • Requires DTC eligibility — approval process can take months
  • Contributions are not tax-deductible; only growth and grants grow tax-sheltered

This is educational, not financial advice. An advisor can apply it to your specific situation.

About this tool

This calculator runs a three-phase simulation: accumulation (working years with contributions and growth), preservation (wind-down near retirement with a conservative return), and distribution (retirement withdrawals).

Account-specific features are included automatically: employer match for 401(k) plans, CESG grants for RESP, CDSG grants for RDSP, tax-free growth for TFSA/Roth accounts, tax-deferred growth for RRSP/traditional accounts, and capital-gains treatment for brokerage accounts.

Projections assume constant returns and don't model sequence-of-return risk, inflation (unless toggled), or tax-law changes. A licensed advisor can run stochastic simulations and build a comprehensive retirement plan.