At The Money: The Mega Backdoor Roth

At The Money: The Mega Backdoor Roth

401(k)s top out at $24,500, but you can boost your tax-deferred investments to as much as $80,000 by switching to an IRS-approved Mega Backdoor Roth account.

Dan LaRosa is Director of Corporate Retirement Plans at Ritholtz Wealth Management, overseeing more than $400 million in various plans. He is a Qualified Plan Financial Consultant (QPFC) and Accredited Investment Fiduciary (AIF) and partner at the firm.

Each week, “At the Money” discusses an important topic in money management. From portfolio construction to taxes and cutting down on fees, join Barry Ritholtz to learn the best ways to put your money to work.

See omnystudio.com/listener for privacy information.

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Balancing $5.7T in Active and Passive Management with Lori Heinel

Balancing $5.7T in Active and Passive Management with Lori Heinel

Barry sits down with Lori Heinel, Executive Vice President, Global Chief Investment Officer at State Street Investment Management. Lori discusses her unlikely journey from majoring in religious studie...

24 Heinä 0s

At The Money: Hungry? Should You Invest in Wheat?

At The Money: Hungry? Should You Invest in Wheat?

Do you want to own a core food staple as a geopolitical hedge, an inflation offset, or simply as a diversifier? There’s an ETF for that! Sal Gilbertie began trading agricultural and energy commodities...

22 Heinä 0s

Challenging The Titans of Asset Management with Jason Wenk

Challenging The Titans of Asset Management with Jason Wenk

Barry speaks with Jason Wenk, founder and CEO of Altruist, a modern custodian for independent financial advisors. They discuss how Jason started the company and his plans to change asset management. J...

17 Heinä 1h 3min

At The Money:  When Should Do-It-Yourself Investors Fire Themselves?  

At The Money:  When Should Do-It-Yourself Investors Fire Themselves?  

DIY investors have been a force in the market, pouring trillions into indexing and remaking asset management. But at a certain point in their lives, their needs become more complex and may require hel...

15 Heinä 17min

Insuring Rare and Collectible Cars and Boats with McKeel Hagerty

Insuring Rare and Collectible Cars and Boats with McKeel Hagerty

Barry sits down with CEO and Chairman of Hagerty, McKeel Hagerty. They discuss how he transformed the family boat insurance business into a “sexy” driver forward business. Barry and McKeel also discus...

9 Heinä 1h 6min

BONUS:  The Future of Ride-Hailing  with Lyft CEO David Risher

BONUS: The Future of Ride-Hailing with Lyft CEO David Risher

Barry speaks with Lyft CEO David Risher about his career path from Microsoft and Amazon to leading the ride-sharing platform. They discuss Lyft's financial turnaround, cost-cutting measures, and strat...

8 Heinä 1h 15min

Venture Capital During the AI Revolution with Mamoon Hamid

Venture Capital During the AI Revolution with Mamoon Hamid

Barry sits down with Kleiner Perkins Partner, Mamoon Hamid. They discuss Mamoon's thoughts on the AI revolution and his approach to early AI investing. Mamoon also breaks down how he became an early i...

3 Heinä 1h 1min

At The Money: Building a Bond Ladder with ETFs

At The Money: Building a Bond Ladder with ETFs

How can fixed-income investors create diversified, inexpensive bond ladders using Exchange Traded Funds? Steve Laipply is Global Co-Head of iShares Fixed Income ETFs. Previously, he was Head of U.S. i...

2 Heinä 16min

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