Advice on paying credit card debt with a 401k

READER QUESTION

I need to take care of 21,000 in credit card debt. Which is better route, refinancing or 401K?

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Bills.com Resident Expert
Dec 12, 2011
BILL'S ANSWER

This is really a relative return question... but most likely you are best off not touching your 401k.

It sounds like you'll be better off refinancing your mortgages and getting the $10,000 to pay off half of your credit card debt. For the remainder of the credit card debt, you'll want to either set up a very strict budget to pay those down (and not add any more to them) or look at a debt settlement or other type of consolidation program (find out more on our Debt Help page).

You really want to avoid touching your 401K balance. Although it may be harder in the short term to deal with the $10K credit card debt, you'll be in a much better position long term if you allow your 401K balance to continue to grow with all of its tax advantages. And of course, if you do liquidate the 401K, you'll be immediately liable for those taxes and other penalties, which will cost you at least $5K.

If you refi your home, you will be swapping high interest credit card debt for lower interest mortgage debt -- and the interest is tax deductible, so the effective rate is MUCH lower.

Now, if you are under the qualifying age (not in retirement) and you liquidate your 401k -- you will have a huge penalty, and pay a large penalty in taxes... so the effective cost of that capital is really high. BUT - you could take out a loan secured by your 401k at a really low rate. That would be better than the penalty taxes of taking money from your 401k.

I hope that helps.

Best,

Bill

www.bills.com

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