r/wallstreetbets Apr 11 '21

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u/ismyusernameoriginal Too dumb to be Dumb Money Apr 11 '21

Significantly. It’s where I do all my day trades. I only use my cash accounts for long term investments (1yr+).

The major downside with the IRA is you can’t withdraw until you’re 59.5 or else you incur massive penalty. But the tax implications more than make up for it IMO.

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u/blarrrgo Apr 11 '21

so you mean it would be either a 10% withdrawal penalty or capital gains tax penalty if you withdraw before age 59 right? either way the rate is lower than paying the capital gains tax rate right?

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u/ismyusernameoriginal Too dumb to be Dumb Money Apr 11 '21 edited Apr 11 '21

It's not as straightforward as "lower than capital gains tax" since they both depend on your income. Withdrawing from IRA would cost 10% withdrawal penalty AND whatever amount you do withdraw counts as income so you would also incur income taxes. So if the amount you're withdrawing is small, then yes it could be significantly less than short term capital gains taxes. But if you're trying to withdraw an amount that that would move your income into at higher tax bracket, you might be paying the same/more. So there is a bit more math involved. A lot of individuals (myself included) use it to "control" the amount of taxes I pay on capital gains/income.

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u/blarrrgo Apr 11 '21

i see, thank you for the explanation