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Glossary

IRA (Individual Retirement Account)

Definition

An IRA (individual retirement account) is a tax-advantaged retirement account a person opens on their own, independent of any employer, in traditional (pre-tax) or Roth (after-tax) form.

Annual contribution limits are far lower than 401(k) limits, but IRAs offer nearly unlimited investment choice and full portability. IRAs are also where employer-plan money typically lands after a rollover, so balances often dwarf annual contributions. Deductibility and Roth eligibility depend on income and workplace-plan coverage.

Why it matters in practice

For anyone without a workplace plan — including many gig workers and employees of small businesses — the IRA is the primary retirement vehicle available. For everyone else it is the flexible companion account: the destination for rollovers, the home of backdoor Roth contributions, and often the lowest-cost place assets ever sit.

Related terms: Traditional IRA · Roth IRA · Rollover · 401(k) · Beneficiary

Glossary definitions are educational and general. They are not investment, legal or tax advice, individual circumstances vary, and simplified definitions necessarily omit edge cases. Figures, limits and rules cited change over time — confirm current rules before acting. Aduna Capital LLC is a California DFPI-registered investment adviser (CRD #311270). Aduna Capital LLC is not affiliated with, endorsed by, or sponsored by CalSavers, the California State Treasurer's Office, CalPERS, CalSTRS, or any other retirement system, employer or school district named on this page.