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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Jeff Hirsch on Why Big Federal Spending Plus Inflation = “Superbooms”

Jeff Hirsch on Why Big Federal Spending Plus Inflation = “Superbooms”

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Team Favorite At the Money: Valuation Is an Exercise in Faith

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Christine Phillpotts on Investing in Emerging Markets

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Barry speaks with Christine Phillpotts, Portfolio Manager for Ariel Investments’ emerging markets value strategies. She is also Senior Research Analyst for Consumer and Real Estate across Asia, Latin ...

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Understanding 'The 5 Types of Wealth' with Sahil Bloom

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Barry speaks with Sahil Bloom, Founder and Managing Partner of SRB Ventures, a Venture Capital focused on accelerating compelling startups. He also owns and operates SRB Holdings. Prior to SRB, Sahil ...

7 Helmi 202552min

Ted Seides on Whether Hedge Funds Are Right For You

Ted Seides on Whether Hedge Funds Are Right For You

Hedge funds have never been more (or less hedged). The alternative asset class has become a huge destination for institutional and family office capital. But are the high costs and performance risks a...

5 Helmi 202516min

The US Economy and Trump Administration Policy with Apollo's Torsten Slok

The US Economy and Trump Administration Policy with Apollo's Torsten Slok

Barry speaks with Torsten Slok, Partner and Chief Economist at Apollo Global Management. Prior to his time at Apollo, Torsten spent roughly 15 years on the sell-side with Deutsche Bank. His team there...

30 Tammi 20251h 11min

Jeff Hirsch on Presidential Market Cycles

Jeff Hirsch on Presidential Market Cycles

What does history inform us about how newly elected presidents impact the market cycle? What should investors expect from the next 4 years? Jeffrey Hirsch, editor of the Stock Trader’s Almanac, speaks...

29 Tammi 202514min

Introducing: Trumponomics

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Tariffs, crypto, deregulation, tax cuts, protectionism, are just some of the things back on the table when Donald Trump returns to the Presidency. To help you plan for Trump's singular approach to eco...

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