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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King Street's Brian Higgins On Navigating Distressed Markets

King Street's Brian Higgins On Navigating Distressed Markets

What would YOU like to hear about on Bloomberg? Help make shows like ours even better by taking our Bloomberg audience survey.Barry Ritholtz speaks to Brian Higgins, co-founder, managing partner and c...

18 Loka 20241h 2min

At The Money: Our Complicated Relationship With Cash

At The Money: Our Complicated Relationship With Cash

In this episode, Dr. Daniel Crosby sits down with Barry Ritholtz to discuss how to improve our relationship with money and earning, investing and spending our cash. Crosby is Chief Behavioral Officer ...

16 Loka 202413min

AI Innovations with Joe Lonsdale

AI Innovations with Joe Lonsdale

Live from FutureProof in Huntington Beach, California, Barry Ritholtz speaks with Joe Lonsdale of 8VC. Previously, he co-founded Palantir Technologies, founded Adapar, a wealth management platform, an...

11 Loka 202433min

At the Money: Valuation Is an Exercise in Faith

At the Money: Valuation Is an Exercise in Faith

Do you understand the difference between price and value? How much faith do you have that any stock or market will eventually return to its intrinsic value? In this episode of At the Money, Barry Rith...

9 Loka 202413min

The DNA Behind Good Investing with Vincent Aita

The DNA Behind Good Investing with Vincent Aita

Barry Ritholtz speaks with Cutter Capital Management Founder and CIO, Vincent Aita. Prior to founding Cutter Capital in November of 2022, Vincent spent time as a Senior Analyst for Millennium Partners...

3 Loka 20241h 1min

At the Money: Finding Overlooked Private Investments

At the Money: Finding Overlooked Private Investments

We all know Nobel Laureate Eugene Fama’s efficient market hypothesis for publicly traded stocks, but how efficient are private markets?  As it turns out, not very. In this episode, Soraya Darabi sits ...

2 Loka 202414min

Fostering Financial Literacy with Kyla Scanlon

Fostering Financial Literacy with Kyla Scanlon

Barry Ritholtz speaks with Kyla Scanlon, financial content creator, educator, and author. Her book In This Economy? How Money and Markets Really Work serves as a guide to understand the true hidden fo...

26 Syys 20241h 22min

At the Money: This Is Why Stocks Perform Best

At the Money: This Is Why Stocks Perform Best

Are equities the best long-term investment? If so, is that always true? In this episode of At the Money, Barry Ritholtz speaks with Jeremy Schwartz about why you should, or should not, go heavy on sto...

25 Syys 202410min

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