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: A New Podcast from Masters in Business

At the Money: A New Podcast from Masters in Business

This is a new, weekly podcast from Barry Ritholtz focused on investing. Each week, "At the Money" discusses an important topic in money management. From portfolio construction to taxes and cutting dow...

6 Loka 202312min

Gary Cohn Says Fed Should Be Done Raising Rates

Gary Cohn Says Fed Should Be Done Raising Rates

Bloomberg Radio host Barry Ritholtz speaks with Gary D. Cohn, former director of the National Economic Council. He is an internationally recognized expert on the financial markets, global economy, eco...

29 Syys 20231h 57min

Armen Panossian on Credit in a Time of Rising Rates

Armen Panossian on Credit in a Time of Rising Rates

Bloomberg Radio host Barry Ritholtz speaks with Armen Panossian, managing director and head of performing credit at Oaktree Capital Management LP, which has $179 billion in assets under management. He...

22 Syys 20231h 6min

Elizabeth Burton on Liquidity in Pension Funds

Elizabeth Burton on Liquidity in Pension Funds

Bloomberg Radio host Barry Ritholtz speaks with Elizabeth Burton, managing director and client investment strategist at Goldman Sachs Asset Management. She advises institutional clients on investment ...

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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.   Listen and Subscribe o...

11 Syys 202330s

Jon McAuliffe on Innovation and Statistical Methods

Jon McAuliffe on Innovation and Statistical Methods

Bloomberg Radio host Barry Ritholtz speaks with Jon McAuliffe, who is co-founder and chief investment officer at the Voleon Group, heading the firm’s investment-strategy research and development. McAu...

8 Syys 20231h 10min

Jonathan Miller on High Mortgage Rates

Jonathan Miller on High Mortgage Rates

Bloomberg Radio host Barry Ritholtz speaks with Jonathan Miller. He's the founder and CEO of Miller Samuel, a real estate appraisal & consulting firm founded in 1986.  They discuss the current environ...

1 Syys 20231h 56min

Greg Davis on Vanguard Portfolio Management

Greg Davis on Vanguard Portfolio Management

Bloomberg Radio host Barry Ritholtz speaks with Vanguard’s Greg Davis, who in his role as chief investment officer is responsible for the oversight of approximately $7 trillion managed by Vanguard fix...

25 Elo 202358min

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