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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Cause and Effect on a Global Scale

Cause and Effect on a Global Scale

Barry Ritholtz speaks to Brian Klaas, associate professor of global politics at University College London and affiliate researcher at the University of Oxford. He is the author of five books, includin...

3 Heinä 20241h 22min

At the Money: Behavior For Better Investing

At the Money: Behavior For Better Investing

If you could change only one thing that would help your investing, what would it be? Your own behavior.  When it comes to investing, we are our own worst enemies. Why is this? What can we do to avoid ...

3 Heinä 202413min

Eva Shang on Litigation Finance Funds

Eva Shang on Litigation Finance Funds

Barry Ritholtz speaks to Eva Shang, co-founder, general partner and chief executive officer of Legalist Inc., an institutional alternative asset management firm. She leads the company's 35-person team...

27 Kesä 20241h 3min

At the Money: Keeping It Simple

At the Money: Keeping It Simple

We're attracted to complex ideas – they sound sophisticated and smart – but are they the best approach? As it turns out, at least when it comes to your money, simple beats complex. Peter Mallouk, CEO ...

26 Kesä 202412min

Lucid CEO Peter Rawlinson on Computer Automotive Engineering

Lucid CEO Peter Rawlinson on Computer Automotive Engineering

Bloomberg Radio host Barry Ritholtz speaks to Peter Rawlinson, chief executive officer, chief technology officer and member of the board of directors at Lucid Motors Inc., where he is responsible for ...

20 Kesä 20241h 4min

At the Money: Smart Spending vs. Not Spending

At the Money: Smart Spending vs. Not Spending

Spending Scolds will tell you that a sailboat, a sports car, even a latte will be your financial ruin. Is this accurate? Focusing on the cost without considering whether you can afford the items and w...

18 Kesä 202412min

Erika Ayers Badan on Digital Innovation

Erika Ayers Badan on Digital Innovation

Bloomberg Radio host Barry Ritholtz speaks to Erika Ayers Badan, CEO of Food52. She previously served as the CEO of Barstool Sports. Before joining Barstool in 2016, Ayers held leadership positions at...

13 Kesä 20241h 21min

At the Money: Gold, Bitcoin & Other Thematic Investments

At the Money: Gold, Bitcoin & Other Thematic Investments

How should you think about thematic investing? What place does Gold or Bitcoin, or countries like India and Japan have in your portfolio? Jan van Eck, CEO of Van Eck Funds, which oversees $75 billion ...

12 Kesä 202410min

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