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yet another Microsoft blogger

# Saturday, December 30, 2006

Roth 401k?

If the Roth 401K is an option for you, and you are not contributing to it, or are wondering if you should, I found a fantastic article by Vanguard that goes into great detail about this 401K plan.

Basically, what it amounts to is this. Do you think you will be in a higher tax bracket in retirement than you are now? Remember that money withdrawn from a Roth 401 will actually help to reduce your taxable income in retirement assuming you will have other forms of taxable income (normal 401k, pension etc). Also of note is that any corporate matching donations are still taxed for either type of plan.

One interesting wrinkle is if you are paying the AMT now. If you are that puts you in a potentially higher tax bracket now and the additional amount due for the AMT may not be reduced much relative to your normal tax liability with a pre-tax 401k. Something to think about. Because I live in California, have high property taxes + state income taxes, I'm pretty much going to be paying AMT till congress changes the tax law.

Anyway, read the article and decide for yourself. I think next year I'll be doing 50/50 traditional/roth.

 

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