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: How Much Money Is Too Much?

At the Money: How Much Money Is Too Much?

Can money buy you happiness? How much money is too much? Does wealth offer diminishing returns? In this edition of At the Money, Barry Ritholtz is joined by Brian Portnoy to explore these questions. P...

22 Marras 202312min

Introducing: Bloomberg Hot Pursuit!

Introducing: Bloomberg Hot Pursuit!

Matt Miller and Hannah Elliott have a new podcast focused on cars. Listen for drive reviews, news updates and dealership details from auto industry insiders.     If you like this episode, download mor...

19 Marras 202324min

Brad Gerstner on Tech Investing

Brad Gerstner on Tech Investing

Bloomberg Radio host Barry Ritholtz speaks with Brad Gerstner, founder and CEO of Altimeter Capital, a technology-focused investment firm, which has about $8 billion in assets under management. Altime...

17 Marras 20231h 14min

At the Money: The Best Way to Buy a House Right Now

At the Money: The Best Way to Buy a House Right Now

Buying a house in today's climate can be challenging. Interest rates are near the highest level in 20 years. Housing inventory is near record lows. So what's a potential home buyer to do? Jonathan Mil...

15 Marras 202314min

Introducing: Bloomberg Hot Pursuit!

Introducing: Bloomberg Hot Pursuit!

Matt Miller and Hannah Elliott have a new podcast focused on cars. Listen for drive reviews, news updates and dealership details from auto industry insiders.     If you like this episode, download mor...

12 Marras 202358s

Linda Gibson on Quantitative Solutions

Linda Gibson on Quantitative Solutions

Bloomberg Radio host Barry Ritholtz speaks with Linda Gibson, who is chair and chief executive officer of PGIM Quantitative Solutions LLC, a pioneer in quant investing. Gibson holds a bachelor’s degre...

10 Marras 202353min

At the Money: Why Fees Really Matter

At the Money: Why Fees Really Matter

Fees matter more than you think. Over the long term, the difference between a few basis points can turn into real, big money. On this episode, Bloomberg Intelligence ETF analyst Eric Balchunas joins B...

8 Marras 202310min

Introducing: Elon, Inc.

Introducing: Elon, Inc.

At Bloomberg, we’re always talking about the biggest business stories, and no one is bigger than Elon Musk. In this new chat weekly show, host David Papadopoulos and a panel of guests including Busine...

8 Marras 202343s

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