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Non-US Investing • US/UK citizen retiring in UK - is traditional or Roth better?

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My spouse and I are dual US/UK citizens. All our assets/income/retirement savings are (and will continue to be) US-based. We plan (probably) to retire in the UK in 10-15 years.

Currently, and probably for the foreseeable future, our joint income is near the top end of the 22% tax bracket.

I know US/UK taxes are a hugely complicated topic, with many variables to consider, but right now I am looking for advice on one specific choice that we have control over, namely:

In terms of our future US/UK tax obligations, does it make more sense to put our retirement savings into a workplace traditional 401(k) or a workplace Roth 401(k)? Both options receive a 100% (traditional) employer match up to 8.75%. I'm wondering how the UK taxes income from Roth withdrawals vs those from a traditional 401(k)?

Statistics: Posted by britishboglehead — Tue Sep 17, 2024 10:23 pm



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