2026 401(k) Contribution Limits

Employee limit: $23,500/year ($1,958/month)  |  Age 50+ catch-up: +$7,500 ($31,000 total)  |  Age 60–63 super catch-up: +$11,250 ($34,750 total)  |  Total with employer match: $70,000

401(k) Calculator

Model your 401(k) growth below. If your employer offers a match (e.g. 50% of contributions up to 6% of salary), add that to your monthly contribution figure — it's free money that doubles your effective return on those dollars.

The Employer Match: The Best Return You'll Ever Get

An employer match is an instant 50–100% return on your contribution. If your employer matches 50 cents per dollar up to 6% of your salary, contributing 6% gives you a 9% total contribution with zero additional cost.

Never leave employer match on the table

If your employer offers any match and you're not contributing at least enough to get it in full, you're effectively taking a pay cut. Even if money is tight, prioritize reaching the match threshold before anything else.

401(k) Employer Match: Real Dollar Impact

SalaryYour 6% Contribution50% Employer MatchTotal AnnualExtra at Retirement (30 yrs, 7%)
$50,000$3,000$1,500$4,500+$151k from match alone
$75,000$4,500$2,250$6,750+$226k from match alone
$100,000$6,000$3,000$9,000+$302k from match alone

Traditional 401(k) vs Roth 401(k)

Traditional 401(k)Roth 401(k)
ContributionsPre-tax (reduces taxable income now)After-tax (no current deduction)
GrowthTax-deferredTax-free
WithdrawalsTaxed as ordinary incomeTax-free (qualified)
RMDsRequired at 73None (starting 2024)
Best forHigh earners now, lower income in retirementYounger workers or those expecting higher future tax rates

The Vesting Schedule: When Is the Match Actually Yours?

Employer match contributions are often subject to a vesting schedule — you only fully own them after working a certain number of years:

Your own contributions are always 100% vested immediately.

Frequently Asked Questions

Financial advisors commonly recommend: (1) contribute at least enough to get the full employer match, (2) then max out a Roth IRA ($7,000/year), (3) then return to the 401(k) up to the limit. If retirement is a priority, aim for 15% of gross income including the employer match.
Yes, but it's costly. Early withdrawals before age 59½ incur a 10% penalty plus income taxes. Some hardship exceptions exist. A 401(k) loan is another option — you repay yourself with interest, but it can set back compounding significantly. Avoid early withdrawals whenever possible.
You have four options: (1) leave it with your old employer, (2) roll it into your new employer's 401(k), (3) roll it into an IRA (most flexibility, often best choice), or (4) cash it out (avoid this — penalties + taxes + lost compounding). A direct rollover to an IRA preserves the tax-deferred status.
In a 401(k) invested in stocks/index funds, "compounding" comes from reinvested dividends and capital appreciation. The returns build on themselves over time — gains in year 1 generate returns in year 2, and so on. Unlike a savings account, the rate of return varies year to year based on market performance.

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