Tax-Advantaged Accounts: 401k, IRA, HSA Guide

March 15, 202614 min readInvesting

Tax-advantaged accounts can save you thousands in taxes and accelerate your wealth building. Here's how to use them.

401(k)

Employer-sponsored retirement plan with tax-deferred growth. Often includes employer match - contribute enough to get the full match!

2026 Contribution Limit: $23,000 (plus $7,500 if 50+)

Traditional IRA

Tax-deferred contributions and growth. Pay taxes when you withdraw in retirement.

2026 Contribution Limit: $7,000 (plus $1,000 if 50+)

Roth IRA

Contributions are taxed now, but growth and withdrawals are tax-free in retirement. Best if you expect higher tax rates later.

2026 Contribution Limit: $7,000 (plus $1,000 if 50+)

HSA (Health Savings Account)

Triple tax advantage: tax-deductible contributions, tax-free growth, tax-free withdrawals for medical expenses.

2026 Contribution Limit: $4,150 individual, $8,300 family

529 Plan

Education savings with tax-free growth when used for qualified education expenses.

Last updated: March 2026