401(k) vs IRA (2026)

You don't have to pick one — but the order you fund them matters.

By Michael Bennett, Personal Finance & Tax Writer · Updated June 2026

A 401(k) is an employer plan with a big contribution limit and often a match; an IRA is your own account with far more investment choice and lower fees. Most people should use both — and the order matters more than the label.

Quick verdict

Fund in this order: (1) your 401(k) up to the full employer match — that's free money; (2) an IRA for cheaper funds and wider choice; (3) back to the 401(k) to use its much larger limit. No match offered? Many people start with the IRA, then top up the 401(k).

401(k) vs IRA at a glance

Feature401(k)IRA
Who offers itYour employerYou open it yourself
2026 contribution limit~$24,500~$7,500
Employer match✅ Often❌ No
Investment choiceLimited fund menu✅ Almost unlimited
Typical feesCan be higher✅ Usually lower
Roth optionOften (Roth 401k)✅ Yes (Roth IRA, income limits)
Required Minimum DistributionsYes (Roth 401k now exempt)Traditional yes / Roth no

2026 limits are approximate pending final IRS figures.

Why the employer match comes first

If your employer matches, say, 100% of the first 4% of pay, that is an instant 100% return on those dollars — something no fund or stock can promise. Capturing the full match should be your very first retirement move, ahead of an IRA or paying down low-interest debt. Skipping it is leaving guaranteed money on the table. See how 401(k) matching works.

Why the IRA comes next

Once the match is captured, an IRA usually beats adding more to a mediocre 401(k) menu: you can buy any low-cost index fund or ETF, and fees are typically lower. That fee gap compounds into real money over decades. After you've maxed the IRA, return to the 401(k) to take advantage of its much higher limit.

Traditional or Roth?

Both accounts come in traditional (deduct now, taxed later) and Roth (after-tax now, tax-free later) flavors. If you expect a higher tax rate in retirement, lean Roth; if lower, lean traditional. For a deeper look, read Roth IRA vs 401(k) and Roth vs Traditional IRA.

Related calculators & guides

Frequently asked questions

Should I use a 401(k) or an IRA?

Use both, in order: 401(k) up to the full match, then an IRA for cheaper funds and wider choice, then back to the 401(k) for its larger limit. With no match, many people start with the IRA.

What is the difference between a 401(k) and an IRA?

A 401(k) is an employer plan with a high limit (~$24,500 in 2026) and often a match but a limited fund menu. An IRA is your own account with a lower limit (~$7,500) but almost unlimited choice and usually lower fees.

Can I have both a 401(k) and an IRA?

Yes — the limits are separate, so in 2026 you could contribute to both. Your IRA deduction may be limited if you also have a workplace plan and high income.

Is a 401(k) match worth it?

Almost always — a match is an instant, guaranteed return. Capturing the full match should be your first retirement priority.