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How Much Should I Have in My 401(k)? If you’re enrolled in a 401(k) plan, here is what you need to know about this retirement savings vehicle.

 


To effectively prepare for retirement, it is crucial to start saving early and consistently. A popular method for achieving this is through a company-sponsored 401(k) retirement plan, which allows employees to make tax-deferred contributions. Many employers also offer matching contributions, enhancing the savings potential.

## Contribution Limits for 401(k) in 2025

As of 2025, the contribution limits for individual 401(k) plans are as follows:

- **Under age 50**: $23,500

- **Age 50 and over**: $31,000 (including a catch-up contribution of $7,500)

Additionally, the total limit for combined employer and employee contributions is set at $70,000 for the year.

## Retirement Savings Goals by Age

To guide your savings strategy, consider the following benchmarks from Fidelity, which suggest how much you should aim to have saved by certain ages:

| Age | Savings Goal             |

|-----|--------------------------|

| 30  | 1 time your salary       |

| 35  | 2 times your salary      |

| 40  | 3 times your salary      |

| 45  | 4 times your salary      |

| 50  | 6 times your salary      |

| 55  | 7 times your salary      |

| 60  | 8 times your salary      |

| 67  | 10 times your salary     |

These figures serve as guidelines; individual circumstances will vary.

## How Much Do You Need in Your 401(k) to Retire?

According to Fidelity's benchmarks, a target of **10 times your salary** by age **67** is recommended. However, several factors can influence this number:

- **Income Replacement Rate**: Aim to replace about **75%-80%** of your pre-retirement income.

- **Changes in Spending**: Assess how your spending needs may change in retirement.

- **Other Income Sources**: Consider additional income from pensions or Social Security.

## Balancing Debt and Retirement Contributions

While contributing to a retirement plan is essential, managing debt is also critical. Morningstar suggests making at least minimal contributions to your 401(k) while developing a strategy to pay down debts. Two common methods include:

- **Debt Avalanche**: Focus on paying off debts with the highest interest rates first.

- **Debt Snowball**: Start with the smallest debts to build momentum as you pay them off.

## Catch-Up Contributions

For individuals aged **50 and older**, catch-up contributions allow for additional savings. The limit for catch-up contributions in a 401(k) is **$7,500** for the year 2025. This can be particularly beneficial for those who may have started saving later in life.

## Saving Strategies by Age Group

To maximize retirement savings based on life stages:

- **In Your 30s**: Aim to save **15%** of your income.

- **In Your 40s**: Increase savings to **18%** or consider maxing out contributions.

- **In Your 50s**: Max out contributions and consider catch-up options.

- **In Your 60s**: Consider delaying retirement or adjusting spending habits.

By following these guidelines and regularly assessing your financial situation, you can enhance your readiness for retirement.


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