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: Bloomberg News Now

Introducing: Bloomberg News Now

Bloomberg News Now is a comprehensive audio report on today's top stories. Listen for the latest news, whenever you want it, covering global business stories around the world.        on Apple: trib.al...

14 Joulu 202351s

At the Money: Mutual Funds vs. ETFs

At the Money: Mutual Funds vs. ETFs

What's the best instrument for your investments? Mutual funds or ETFs? On today's edition of At the Money, Barry Ritholtz speaks to Dave Nadig about the pros and cons of these two investment vehicles....

13 Joulu 202310min

Joel Tillinghast on Fidelity Investments

Joel Tillinghast on Fidelity Investments

Barry speaks to Joel Tillinghast, a portfolio manager in the equity division at Fidelity Investments. Tillinghast co-manages Fidelity's Low-Priced Stock and Fidelity Series Intrinsic Opportunities fun...

8 Joulu 20231h 10min

Michael Fisch on Private Equity Funds

Michael Fisch on Private Equity Funds

Bloomberg Radio host Barry Ritholtz speaks to Michael Fisch, CEO and co-founder of American Securities LLC. He is a managing member of the general partners of the American Securities Partners' series ...

1 Joulu 20231h 3min

At the Money: Here's Why Stocks Are Your Best Bet

At the Money: Here's Why Stocks Are Your Best Bet

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...

29 Marras 202310min

Cliff Asness on Celebrating 25 Years With AQR

Cliff Asness on Celebrating 25 Years With AQR

Bloomberg Radio host Barry Ritholtz speaks to Cliff Asness, co-founder, managing principal and chief investment officer at AQR Capital Management LLC, which holds more than $100 billion in assets unde...

27 Marras 202337min

Peter Atwater on Consumers’ Decision-Making Process

Peter Atwater on Consumers’ Decision-Making Process

Bloomberg Radio host Barry Ritholtz speaks with Peter Atwater, president of Financial Insyghts and an adjunct professor at William & Mary and the University of Delaware. He studies the impact of chang...

22 Marras 20231h 20min

Bonus Episode: Barry Joins Bloomberg Hot Pursuit!

Bonus Episode: Barry Joins Bloomberg Hot Pursuit!

Barry Ritholtz joins Hannah Elliott as co-host for this week's edition of the Hot Pursuit! podcast. It's a new show focused entirely on cars. Listen for drive reviews, news updates and dealership deta...

22 Marras 202315min

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