- My Forums
- Tiger Rant
- LSU Recruiting
- SEC Rant
- Saints Talk
- Pelicans Talk
- More Sports Board
- Fantasy Sports
- Golf Board
- Soccer Board
- O-T Lounge
- Tech Board
- Home/Garden Board
- Outdoor Board
- Health/Fitness Board
- Movie/TV Board
- Book Board
- Music Board
- Political Talk
- Money Talk
- Fark Board
- Gaming Board
- Travel Board
- Food/Drink Board
- Ticket Exchange
- TD Help Board
Customize My Forums- View All Forums
- Show Left Links
- Topic Sort Options
- Trending Topics
- Recent Topics
- Active Topics
Started By
Message
re: Roth IRA & 401k tax strategy question
Posted on 3/4/14 at 2:13 pm to GeneralLee
Posted on 3/4/14 at 2:13 pm to GeneralLee
I'm confused
Posted on 3/4/14 at 2:23 pm to Teddy Ruxpin
In my Roth IRA and in my 401K i'm about 50/50 Vanguard S&P 500 index/ Vanguard Small Cap stocks. From a tax perspective (when i'm getting distributions in retirement), would a more optimal strategy be to put 100% of the small cap stocks in the Roth IRA account and 100% of the S&P 500 Index $ in the 401K account (taxable). With the bet being that the small cap stocks would end up having a much higher capital gains (non-taxed in my Roth IRA) than the S&P 500 index (taxed in my 401K).
Back to top
Follow TigerDroppings for LSU Football News