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: Tax Management for Investors

At The Money: Tax Management for Investors

There are important issues that all investors face when it comes to managing their taxes: more than just capital gains, there is also asset location, tax-qualified accounts, income timing, loss use, a...

31 Joulu 202518min

Jay Leno on the Future of Late Night & Car Collecting

Jay Leno on the Future of Late Night & Car Collecting

Barry sits down with Jay Leno at the Audrain Newport Concours & Motor Week. They discuss the future of late night comedy after The Late Show with Stephen Colbert was canceled. They also discuss Jay's ...

26 Joulu 202535min

The New Deregulatory SEC

The New Deregulatory SEC

Big changes are afoot at the Securities and Exchange Commission. More IPOs, more crypto, and less enforcement are coming as the SEC becomes smaller and much more corporate-friendly. What might this me...

24 Joulu 202517min

Finding Value Investments with Patient Capital's Samantha McLemore

Finding Value Investments with Patient Capital's Samantha McLemore

Barry sits down with Samantha McLemore, founder and CIO of Patient Capital Management. They discussed investing in crypto, and the AI revolution. They also discussed long-term investing and the ways h...

19 Joulu 202551min

Stock Market Stories via the Narrative Machine 

Stock Market Stories via the Narrative Machine 

Where do narratives come from? Who spreads them? And how do they drive stocks and markets? If you knew the answers to those questions, there is alpha to be found Ben Hunt is founder of Perscient, a fi...

17 Joulu 202518min

 Building New Financial Products with BlackRock's Stephen Cohen

Building New Financial Products with BlackRock's Stephen Cohen

Barry speaks with BlackRock’s Chief Product Officer and Head of Global Product Solutions Stephen Cohen. They discuss launching new investment products and the trajectory of ETFs. Stephen also discusse...

12 Joulu 20251h 1min

Year-End Tax Planning Moves

Year-End Tax Planning Moves

There is still time to make some smart moves to reduce your 2025 taxes. You have to be proactive to take advantage of the latest changes in the One Big Beautiful Bill Act. But you better hurry – there...

11 Joulu 202516min

How to Think About Alternatives with JPMorgan's Alternative Asset Management CIO Paul Zummo

How to Think About Alternatives with JPMorgan's Alternative Asset Management CIO Paul Zummo

Barry sits down with Paul Zummo, Chief Investment Officer of J.P. Morgan Alternative Asset Management. They discuss the state of alternatives and Paul's "30 Pearls of Investment Wisdom." They also dis...

6 Joulu 20251h 6min

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