When Does an RRSP Loan Make Sense?
An RRSP loan can be beneficial when: you have unused RRSP contribution room, you're in a higher tax bracket (25%+ marginal rate), you can repay the loan quickly (ideally within 1 year using your tax refund), interest rates are reasonable.
How to Calculate If It's Worth It
Compare the tax refund to the loan interest. Example: $10,000 RRSP contribution at 40% marginal rate = $4,000 refund. If loan interest is $400 (4% for one year), you're ahead by $3,600 plus investment growth. The higher your tax bracket, the more beneficial the loan.
Strategies for Maximizing RRSP Loan Benefits
Use your tax refund to immediately pay down the loan. Consider borrowing only what you can repay within 12 months. Look for promotional rates from lenders during RRSP season (January-March). Combine with employer matching if available.
When to Avoid an RRSP Loan
Skip the RRSP loan if: you're in a low tax bracket (under 25%), you have high-interest debt to pay off first, you can't repay within 1-2 years, interest rates are high (above 8-10%).