Roth IRA vs Traditional IRA vs 401k (SIMPLIFIED)

by | Sep 26, 2022 | Traditional IRA | 7 comments

Roth IRA vs Traditional IRA vs 401k (SIMPLIFIED)




There are several similarities and differences between Roth IRA vs Traditional IRA vs 401k. If you’re struggling as a beginner to understand how these retirement accounts work and whether open one, then this video is for you.

I’ll show you the similarities and differences between roth ira vs traditional ira vs 401k, and give you a better idea of which of these might best fit your investing strategy. These 3 accounts are designed for retirement and offer tax benefits.

A traditional IRA allows you to contribute money into the account without paying taxes upfront. Instead, you pay taxes when you withdraw money from the account. Your investments also grow tax free so you don’t have to pay capital gains tax. Traditional IRAs are great for people currently in a high tax bracket and think they’ll be in a lower tax bracket when they retire.

A Roth IRA is similar to a traditional IRA but the key difference is the timing of when you have to pay taxes. You contribute post-tax money into a Roth IRA and can withdraw every cent tax free when you retire.

A 401k is also a retirement account, similar to IRAs but instead, 401ks are sponsored by employers. The best part about the 401k is the employer match so it’s good to maximize 401k contributions at least up to the employer match. The downside of 401k plans is that they usually have very limited investment options. IRAs tend to have more options and flexibility.

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DISCLAIMER: I am not a financial advisor. My videos are for educational purposes only and merely cite my own personal opinions. In order to make the best financial decision that suits your own needs, you must conduct your own research and seek the advice of a licensed financial advisor if necessary.

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7 Comments

  1. jeje's concept

    My employer only offers 401K . How and where can I sign up for Roth IRA

  2. Anthony Alvarez

    I really do appreciate you sharing this knowledge with us! Soaking up all this education. Thanks again!

  3. crazychase443

    Besides the employer match and contribution limits, what’s the difference between a 401k and a traditional IRA?

  4. BAD Adventures

    Hey Raymond thanks for sharing! If I have a Traditional IRA, how do I convert that into a Roth IRA? Would that be considered a Backdoor Roth?

  5. Pierce Jordan

    Excellent explanation man great job!

  6. Stephanie Gutierrez

    Super beneficial!!! Thank you so much! New subscriber 🙂

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