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What is the difference between a Roth IRA and a standard investment account?

Updated over 3 months ago

Understanding the key differences can help you choose the right account type for your financial goals.

Roth IRA accounts

  • Contributions are made with after-tax dollars, but qualified withdrawals in retirement are completely tax-free, including all investment growth.

  • There are contribution limits of $7,000 per year ($8,000 if you're 50 or older) for 2025.

  • There are income limits that may reduce or eliminate your ability to contribute directly to a Roth IRA.

  • Original contributions can be withdrawn at any time without penalties, but earnings withdrawn before age 59½ may be subject to taxes and penalties unless you qualify for an exception.

Standard investment accounts

  • No upfront tax advantages. You'll pay taxes on dividends, interest, and capital gains.

  • There are no contribution limits, you can invest any amount at any time.

  • Available to everyone regardless of income level.

  • Access your money anytime without age-based penalties.

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