💰 401(k) vs IRA Calculator

Compare Traditional vs Roth retirement accounts with employer matching. Project your balance at retirement using 2026 contribution limits.

2026 401(k) Contribution Limits

Parameter 2026 Limit
Employee Elective Deferral$23,500
Catch-Up (Age 50+)$7,500
Total Employee (Age 50+)$31,000
Total Annual Addition (415(c))$70,000
Compensation Limit$345,000

How Employer Matching Works

Employer matching is essentially free money added to your retirement savings. The most common match structures are:

Rule of thumb: Always contribute at least enough to capture the full employer match. If your employer matches 50% up to 6%, contribute at least 6% — otherwise you're leaving free money on the table.

Traditional vs Roth 401(k)

Feature Traditional 401(k) Roth 401(k)
Tax on contributionsPre-tax (deductible)After-tax
Tax on withdrawalsTaxed as incomeTax-free
RMDsYes (age 73)Yes (age 73)
Best forHigh earners now, lower bracket laterExpect higher taxes in retirement

401(k) vs Roth IRA vs Traditional IRA

Compare tax treatment, contribution limits, and long-term growth across account types.

Frequently Asked Questions

Choose Roth if you expect to be in a higher tax bracket in retirement. Choose Traditional if you want the upfront tax deduction and expect a lower tax bracket in retirement. Income limits may restrict Roth IRA contributions.
For 2026, the 401(k) employee limit is $23,500 ($30,000 if age 50+). IRA limit is $7,000 ($8,000 if age 50+). Solo 401(k) total limit is $70,000 including employer contribution.
You have several options: leave it with your former employer (if balance >$5,000), roll it into your new employer's plan, roll it into an IRA, or cash out (not recommended — taxes + 10% penalty if under 59½).
Yes. The 401(k) and IRA limits are separate. In 2026, you can contribute $23,500 to a 401(k) plus $7,000 to an IRA. However, your Traditional IRA deduction may be limited if covered by an employer plan and income exceeds $79,000 (single) or $126,000 (MFJ).
At minimum, contribute enough to get the full employer match — that's free money. Financial advisors typically recommend saving 15% of gross income for retirement (including employer match).