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by natrius 5955 days ago
If your employer isn't matching that entire $10k, you should look into other retirement options.

http://www.iwillteachyoutoberich.com/blog/the-worlds-easiest...

"First, I would max out any 401(k) match that my company provides. Second, I’d max out the $5,000 for my Roth IRA. Third, I’d max out the rest of my 401(k), up to $15,000. Finally–if your employer doesn’t offer a 401(k), you’re not employed yet, or you still have money left over–I’d open a regular, taxable investment account and put money there in stocks, index funds, etc.

Why max out your Roth before your 401(k)? Well, there’s a lot of dorky debate in the personal-finance world, but the basic reasons are taxes and tax policy: Assuming your career goes well, you’ll be in a higher tax bracket when you retire, meaning that you’d have to pay more taxes with a 401(k). Another common reason for the Roth is that tax rates are considered likely to increase. Remember: Your 401(k) money is taxed at the end, while Roth money is taxed right away and then grows tax-free."

2 comments

Besides considering (1) the current-tax-rate vs. retirement-tax-rate and (2) tax rates are likely to increase, the other major thing to keep in mind is (3) that the government may decide to tax Roth IRA distributions in the future (even though it says it won't now).

Think it won't happen? Social security benefits weren't taxed until 1984.

EDIT: Also, if you're currently raising a family and/or paying for kids' college, it's very plausible and reasonable that you'll be in a lower tax bracket when you retire.

This is the advice I've seen from just about every financial adviser, for anyone not near retirement age.

Another nice thing about a Roth IRA is that you can withdraw all the principal (the part you already paid taxes on) early with no penalty. (Actually, you can withdraw the interest from individual accounts -- you just can't withdraw more than you put into ALL your Roth IRAs.) Although my bank seems to not understand this very well, and the government forms aren't very clear on it either.