Funding Retirement Account & Savers Credit



Hi, can someone receiving ACA subsidies due to low wages, open and contribute to a Roth IRA without a reduction or loss of ACA subsidies?

Would being eligible and taking the ‘savers credit’ on income taxes impact their ACA subsidies?

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If you make 401k contributions and Traditional IRA contributions, can both be taken out?

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I don’t fully understand the question. However, the rule of thumb is any taxable withdrawal counts as income and would thus affect tax credits by increasing your taxable income and any contribution that reduces your AGI lowers your MAGI and thus would affect tax credits by lowering your taxable income.

IRA and 401k thus both have different implications, and they also have contribution rules that can conflict.

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“You wrote that things that get a tax break on the way out, like an IRA don’t have this affect at the time of funding (that income is deducted from MAGI when it is taken out later).” I think your statement is completely backwards. Regular IRA contributions are deducted from AGI the year contributed, and included in AGI the year it’s taken out.

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100% right. Maybe I was talking about a Roth, maybe it was a brain-flub. Anyway, it is correct now. Thank you for the edit!

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