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2026 Guide to Saving for Retirement: Maximize 401(k)s, Reduce Fees, Weigh Roth, and Use IRAs/HSAs

Fresh research ties 401(k) access to higher balances, reinforcing simple steps that can raise outcomes in the year ahead.

Overview

  • Automatic payroll deductions in 401(k)s help keep contributions consistent without extra effort from savers.
  • Capturing the full employer match prevents forfeiting immediate dollars and decades of compounded growth.
  • Many plans limit investment choices and include higher‑fee funds, so shifting to low‑cost index options can improve long‑term results.
  • A Roth 401(k) can offer tax‑free withdrawals in retirement when rules are met, giving savers a different tax‑timing choice.
  • If no workplace plan is available, IRAs allow broader investments with 2026 limits of $7,500 under 50 and $8,600 for 50+, and HSAs can serve as a retirement tool with triple tax advantages and funds that never expire.
  • New findings show people with 401(k)s hold about 29% more in retirement savings, and 2026 401(k) contribution limits rise to $24,500 plus a $7,500 catch‑up ($11,250 at ages 60–63), with average employer matches around 4.6%.