Roth IRA vs 401(k) is one of the most common questions in personal finance — and it’s one that most people overthink.
The honest answer: both are excellent accounts, and the “right” choice depends on a few specific factors. But there’s a decision framework that makes this almost automatic once you understand it.
Let’s break it down.
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Both accounts let your investments grow tax-free while they’re inside the account. The difference is when you pay taxes.
Traditional 401(k): You contribute pre-tax dollars. Your taxable income drops by however much you contribute. You pay taxes when you withdraw the money in retirement.
Roth IRA: You contribute after-tax dollars. No tax break today. But all growth and qualified withdrawals in retirement are completely tax-free — forever.
The question you’re really answering is: do you want to pay taxes now (Roth) or later (Traditional)?