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"401k and IRA: Understanding the Differences and Similarities in 2020"


Subscribe to get new videos on Personal Finance, Career Tips, & Wealth Building: Reasons to invest in Retirement Accounts In this video I'm going to answer What is the difference between an IRA and 401k? Before we get into 401k vs IRA and 401k and IRA similarities, here's seven quick reasons to invest in retirement accounts. Invest in retirement accounts before brokerage accounts like WeBull and Robinhood because its more passive. Retirement accounts require initial research and becomes automated investing. For retirement account investing it doesn't take any more work and you don't have to pay attention to the stock market or stock market news. retirement account investing is a good way to get started if you are a busy student or working professional. You can grow your wealth tax free dependign on which retirement account you choose between a traditional 401k vs ROTH IRA. What are retirement accounts Retirement accounts are investing accountes designated specifically for retirement. You should not touch the money in the retirement accounts until age 59.5+ or else you will get 401k penalties or IRA penalties. My Favorite Books to Recommend for Learning about Personal Finance & Productivity: If You Want that Ah-ha Moment - Rich Dad Poor Dad: If You Want To Wipe out Debt - The Total Money Makeover: If You to Invest But Keep It Simple - The Simple Path to Wealth: If You Want A Roadmap to Real Estate Investing - Set for Life: If You Want to Start Side Hustles - The 4-Hour Workweek: If You Want to Build A Career You Love - So Good They Can't Ignore You: Why Skills Trump Passion in the Quest for Work You Love: If You Want to Declutter Your Mind: Digital Minimalism: Choosing a Focused Life in a Noisy World: My Gear: Camera: Lens: Mic: Ring Light: Memory Card: What is a 401k? A 401k is a retirement account setup by your company. Your company will choose a 401k provider that has various index funds and other funds to pick from. The limit for 401k in 2020 is $19,500. 401k allow you to automate your investing, diversify, and build your wealth passively. What is an IRA? An IRA is an individual retirement account. The biggest difference is you have to go and set up an IRA by yourself. The benefits of an IRA are you also get to diversify your investing, you get many more options to invest in, you also get the benefits of diversification, you can invest in individual stocks or other financial instruments, and you have extremely low expense ratios. 401k Taxes and IRA Taxes For a 401k there is something called a traditional 401k or traditional IRA, all this means is you invest the money now, let it grow, and when you take it out for retirement you get taxedThere's also something called a ROTH 401k and ROTH IRA, you pay taxes now, you let your investments grow and when you take money out for retirement you do not get taxed What Should I Invest in 401k | What Should I invest in IRA You should look into Life Cycle funds for your retirement accounts. This is the easiest way to get started in retirement account investing. These funds will adjust your investments for you as you get older. When you are younger the fund will take more risks and be more aggressive as the goal is to build your wealth. As you move closer to retirement the fund will be more conservative and take less risks as the goal is to preserve your wealth. End Song Courtesy by Super Lofi World: [ Disclaimer: The above references an opinion and is for entertainment purposes only. I'm not a financial advisor and this is not intended to be investment advice. Consult with a licensed professional for investment advice. Links in the description are typically affiliate links that let you help support the channel at no extra cost....(read more)



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As you look toward your future and saving for retirement, you’ve most likely come across both 401(k) plans and individual retirement accounts (IRAs). Both options provide a great way to save for the future, but which one is right for you? First, let’s explore the similarities between the two. They’re both retirement savings plans that offer tax advantages. This means that the money you contribute to either a 401(k) plan or an IRA is not taxed until you withdraw it in retirement. Additionally, any investment gains you earn from either type of account will also be tax-free. Now, let’s take a closer look at the differences between the two. One of the most obvious differences is that 401(k) plans are typically provided by employers, while IRAs are chosen and set up by the individual. However, there are other key points that distinguish the two. Contribution Limits The maximum contribution limits for both types of accounts can fluctuate year to year. In 2020, the maximum contribution limit for a 401(k) is $19,500 for those under 50 years old, while those 50 and older can contribute up to $26,000 with a catch-up contribution. On the other hand, the maximum contribution limit for an IRA in 2020 is $6,000 for those under 50 years old, with a catch-up contribution of $1,000 allowable for those 50 and older. Employer Match One of the biggest benefits of a 401(k) plan is the potential for an employer match. This means that your employer will contribute a certain percentage of your salary to your retirement account, which can amount to thousands of dollars each year. Many employers choose to match 50% of your contribution up to a certain percentage of your salary, making it a great perk for saving for retirement. IRAs, on the other hand, do not typically offer an employer match. Investment Options 401(k) plans often offer a limited number of investment options, while IRAs offer a wider range of options. 401(k) plans often have pre-determined investment options, such as mutual funds, and each investment has an associated risk level. IRAs offer more flexibility and a wider choice of investment options. Early Withdrawals Withdrawing money from a 401(k) plan before the age of 59 ½ can result in a 10% penalty, while IRA withdrawals before the age of 59 ½ may result in a penalty as well, but there are exemptions for certain situations, such as first-time home purchases or higher education expenses. It’s important to note that any early withdrawals will still be subject to income taxes. In conclusion, 401(k) plans and IRAs are both great options for saving for retirement, but they have some key differences. Consider your options and seek advice to choose the best plan to meet your needs for retirement savings. Whether you choose a 401(k), an IRA, or both, taking the time now to invest in your future is sure to pay off over time. https://inflationprotection.org/401k-and-ira-understanding-the-differences-and-similarities-in-2020/?feed_id=91288&_unique_id=6447d83f01078 #Inflation #Retirement #GoldIRA #Wealth #Investing #401kfordummies #401kvsira #differencebetween401kandira #differencebetweenretirementaccounts #IRAfordummies #iravsrothiravs401k #retirementaccountsfordummies #typesofretirementaccounts #WhatsanIRA #whatsaira #401k #401kfordummies #401kvsira #differencebetween401kandira #differencebetweenretirementaccounts #IRAfordummies #iravsrothiravs401k #retirementaccountsfordummies #typesofretirementaccounts #WhatsanIRA #whatsaira

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