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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Introducing: Big Take Asia

Introducing: Big Take Asia

We’re taking The Big Take to Asia. Each week, Bloomberg’s Oanh Ha tells a story from the home of the world's most dynamic economies - and the markets, tycoons and businesses that drive the ever-shifti...

20 Touko 20241min

Savita Subramanian on Equity and Quantitative Strategy

Savita Subramanian on Equity and Quantitative Strategy

Bloomberg Radio host Barry Ritholtz speaks to Savita Subramanian, managing director and head of US equity and quantitative strategy at Bank of America Corp. She also leads the firm's environmental, so...

16 Touko 20241h 18min

At the Money: Hot & Cold Investments

At the Money: Hot & Cold Investments

What should you do when an investment suddenly becomes hot or cold? How should investors think about sectors that fall in and out of favor? Should you be looking at countries like India and Japan or t...

15 Touko 202411min

Jim O'Shaughnessy on How AI Will Change Everything From Arts to Stocks

Jim O'Shaughnessy on How AI Will Change Everything From Arts to Stocks

Bloomberg Radio host Barry Ritholtz speaks to Jim O'Shaughnessy, founder and CEO of O'Shaughnessy Ventures LLC. He is also chairman of the board at Stability AI. He is the host of the Infinite Loops p...

9 Touko 20241h 32min

At the Money: Building A Concentrated Portfolio

At the Money: Building A Concentrated Portfolio

Are your expensive active mutual funds and ETFs actually active? Or, as is too often the case, are they only pretending to be active? Do they charge a high active fee but then behave more like an inde...

8 Touko 202412min

Joanne Bradford on the Power of Marketing

Joanne Bradford on the Power of Marketing

Bloomberg Radio host Barry Ritholtz speaks to technology, media and financial services executive Joanne Bradford. She was previously president of Honey, where she orchestrated the company's sale to Pa...

2 Touko 202458min

At the Money: Should You Be A Stock Picker?

At the Money: Should You Be A Stock Picker?

We know it’s challenging, but should you try your hand at stock picking? It's fun, it gives you something to talk about at parties, but is it profitable? Larry Swedroe, Head of Financial and Economic ...

1 Touko 202410min

Ed Yardeni on Long-Term Bull Market

Ed Yardeni on Long-Term Bull Market

Bloomberg Radio host Barry Ritholtz speaks to Dr. Ed Yardeni, President of Yardeni Research, Inc., a provider of global investment strategies and asset-allocation analyses and recommendations. He prev...

26 Huhti 20241h 23min

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