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Marginal Tax Bracket for Roth Qualified Distributions
Old 12-24-2013, 04:33 PM   #1
Confused about dryer sheets
Join Date: Jan 2013
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Marginal Tax Bracket for Roth Qualified Distributions

I understand that Roth qualified distributions aren't taxed since the tax was already paid.
However, are Roth distributions counted toward the annual income level that then determines the marginal tax bracket?

For example, let's say in 2013 I withdraw $8,000 from my *regular* 401k plan (let's ignore all deductions and exemptions). This puts me in the 10% tax bracket. If I then also take a $50,000 distribution from my *Roth* 401k, will this change the marginal tax rate from 10% to 25%? That is, is the $8,000 distribution from the *regular* 401k then taxed at 10% or 25%?

Thank you

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Old 12-24-2013, 04:41 PM   #2
Thinks s/he gets paid by the post
Join Date: Nov 2011
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No, money from Roth has no tax implications different than, say, taking money out of one's wallet.
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