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Retirement

401(k) vs IRA: What's the Difference and Which Should You Use?

5 min read  ·  Updated 2024  ·  CalcWise Editorial Team

401(k) and IRA are both tax-advantaged retirement accounts, but they work differently and have different limits. Most retirement savers should use both.

Quick Comparison

401(k)IRA (Traditional/Roth)
2024 Contribution Limit$23,000 ($30,500 if 50+)$7,000 ($8,000 if 50+)
Employer Match?Often yesNo
Investment ChoicesLimited (plan menu)Nearly unlimited
Income Limits?NoYes (Roth IRA)
Early Withdrawal Penalty10% + taxes (before 59½)10% + taxes (before 59½)

The Order of Operations

If you're not sure where to direct retirement savings, follow this priority order:

  1. 401(k) up to employer match — this is free money, always take it
  2. Max out Roth IRA — $7,000/year with tax-free growth
  3. Max out 401(k) — remaining $16,000 at current limits
  4. Taxable brokerage — after maxing tax-advantaged accounts

Never leave a 401(k) employer match on the table. A 50% match on the first 6% of salary is an instant 50% return — no investment comes close.

Calculate Your Retirement Savings Path

Use our retirement calculator to see how your contributions add up over time.

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