this post was submitted on 05 Mar 2024
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[–] [email protected] 44 points 8 months ago (7 children)

Fun fact: you can withdraw from your 401k. While there is a hefty tax penalty, you still can do it. Maybe you can get a down payment on a house or pay off student loan debt. Just make sure you withhold taxes from your payout. Don't get caught with that bill at tax season

Especially handy if you have a job with good matching and instant vesting. Of course, this is not finacial advice, but it is an option that exists.

[–] [email protected] 34 points 8 months ago* (last edited 8 months ago) (2 children)

You can use $10k from your 401k for a down payment on a house with zero penalty. If you're married, then your spouse can do the same. So now you have $20k for a house down payment! With an FHA loan you can buy with as little as 3.5% down, which your $20k should cover. Weee!

[–] [email protected] 11 points 8 months ago (1 children)

Heh, here in Australia I’d need over $100,000 for a down payment.

Many are 20% here, so really I’d need over $200,000 just to make the initial payment.

[–] [email protected] 8 points 8 months ago

You need that here in the USA too, but with an FHA loan, or a first time buyer program on a conventional loan the percentage needed is reduced. Although they hit you with some pretty hefty fees when you take advantage of those programs. The FHA charges an up-front fee, and conventional loans hit you with PMI which equates to hundreds of dollars per month.

[–] [email protected] 1 points 8 months ago (2 children)

Why even bother with a down payment, lots of loan options out there for 0%

[–] [email protected] 10 points 8 months ago

Those are usually harder to get and carry higher interest rates.

[–] [email protected] 6 points 8 months ago

In most cases, it's better to save up for a down-payment to cut off a chunk from your loan along with the portion of interest with it. You also tend to be able have loans with better options available to you.

[–] [email protected] 30 points 8 months ago (1 children)

Bold of you to think we all have 401ks.

[–] [email protected] 2 points 8 months ago (1 children)

I imagine there is quite a dispersion of ages on Lemmy

[–] [email protected] 3 points 8 months ago

Age has nothing to do with it. I'm 46 and I don't have a 401k. I've never worked for a company that offered me one and I can't afford such a thing out of savings I've never had.

[–] [email protected] 11 points 8 months ago (1 children)

You can also borrow against it sometimes. Basically b3ing a low interest loan to your self with the fees being lower than the penalties

[–] [email protected] 8 points 8 months ago (2 children)

You have to pay it back within 5 years, though.

[–] [email protected] 4 points 8 months ago

100% its a loan. Useful for things like down payments or cars, etc. Things that help you save money/make money reliably enough to pay it back.

Still better interest then any other loan too

[–] [email protected] 3 points 8 months ago

Or have to pay off the entire loan within a year of leaving the job

[–] [email protected] 6 points 8 months ago

If this is your plan you're probably better off rolling it over into an IRA, and then doing a qualified distribution. There are a number of qualifying events that can be used to avoid the penalty for early withdrawals.

[–] [email protected] 5 points 8 months ago

Yep, my plan is to pull all the money from my 401k as soon as my employer funds are vested. Paying down debt and living a comfortable life now seems like a better bet than hoping retirement happens.

[–] [email protected] 3 points 8 months ago

In Switzerland there is a retirement fund similar to the 401k from which you can withdraw if you definitely leave the country or if you want to use the money to buy your main house.

[–] [email protected] 1 points 8 months ago

just don't get caught with that bill at tax season

Meh, I'm pretty sure the IRS will agree to a payment plan for a small monthly fee on top of the payment, which at this point is almost certainly less than what I'm paying in these fucking usurious interest rates.