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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At The Money: Profiting from Dividend Growth

At The Money: Profiting from Dividend Growth

Dividends are among the oldest and most highly regarded forms of equity investing. But in an era of mega-cap growth, should you own dividend-paying equities? David Bahnsen is founder, managing partner...

26 Elo 21min

Learning from Buffett and Munger: Masters in Business with Alex Morris

Learning from Buffett and Munger: Masters in Business with Alex Morris

Barry speaks with Alex Morris, author of "Buffett and Munger Unscripted: Three Decades of Investment and Business Insights from the Berkshire Hathaway Annual Shareholder Meetings". They discuss his re...

21 Elo 1h 1min

At The Money Fan Favorite: The Finances of Divorce

At The Money Fan Favorite: The Finances of Divorce

Divorce is an expensive, confusing, and stressful experience. Dividing up family assets, including not just the family home, but portfolios, real estate, trusts, and other businesses. There are big mi...

19 Elo 15min

Understanding Hyperscalers: Masters in Business with Ankur Crawford

Understanding Hyperscalers: Masters in Business with Ankur Crawford

Ankur Crawford, Executive Vice President and Portfolio Manager of the Alger Capital Appreciation, Alger Focus Equity, and Alger Spectra Strategies joins Barry for a conversation about how she builds a...

14 Elo 1h 15min

BONUS: JP Morgan Co-Head of Global Banking Filippo Gori

BONUS: JP Morgan Co-Head of Global Banking Filippo Gori

On this special, bonus episode of Masters in Business, Barry speaks with Filippo Gori. He's co-head of Global Banking at J.P. Morgan. arry Ritholtz sits down with Filippo Gori, Co-Head of Global Banki...

12 Elo 1h 8min

Optimizing Life and Finances with Jack Raines

Optimizing Life and Finances with Jack Raines

Barry sits down with Jack Raines author of "Young Money". Jack dives into his unlikely journey into finance and venture capital. He discusses how his travels impacted the way he sees money and purpose...

7 Elo 1h 19min

BONUS: Future Standard President & CIO Mike Kelly

BONUS: Future Standard President & CIO Mike Kelly

Barry speaks with Mike Kelly. He's president and chief investment officer of Future Standard and a member of the firm's management committee. They discuss his career on Wall Street going back to him t...

5 Elo 1h 24min

Serial Innovation in FinTech with Purpose Unlimited CEO Som Seif

Serial Innovation in FinTech with Purpose Unlimited CEO Som Seif

Barry sits down with Som Seif, founder and CEO at Purpose Unlimited. They discuss Som's journey from engineering to investment banking. They also discuss his early push into ETFs in Canada and the cre...

31 Heinä 1h 7min

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