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.

Episoder(749)

Paul Krugman on Challenging Zombie Ideas

Paul Krugman on Challenging Zombie Ideas

Bloomberg Opinion columnist Barry Ritholtz interviews economist, bestselling author and New York Times columnist Paul Krugman, whose most recent book is “Arguing With Zombies: Economics, Politics, and...

14 Feb 20201h 28min

Hannah Elliott on All Things Automotive

Hannah Elliott on All Things Automotive

Bloomberg Opinion columnist Barry Ritholtz interviews Hannah Elliott, who as a staff writer and car critic for Bloomberg Businessweek has spent six years covering luxury autos and motorcycles. Prior t...

7 Feb 20201h 45min

Christopher Davis Discusses Smart Value Investing

Christopher Davis Discusses Smart Value Investing

Bloomberg Opinion columnist Barry Ritholtz interviews Christopher Davis, chairman of Davis Advisors, which has more than $25 billion under management. In addition to leading Davis Advisors, he is on t...

31 Jan 20201h 30min

Barbara Tversky on How the Mind Works

Barbara Tversky on How the Mind Works

Bloomberg Opinion columnist Barry Ritholtz interviews cognitive psychologist Barbara Tversky, author of 2019's "Mind in Motion: How Action Shapes Thought." Tversky is a professor emerita of psychology...

24 Jan 20201h 32min

Safi Bahcall on Why You Need to Take Crazy Risks

Safi Bahcall on Why You Need to Take Crazy Risks

Bloomberg Opinion columnist Barry Ritholtz interviews physicist and biotech entrepreneur Safi Bahcall, author of 2019's "Loonshots: How to Nurture the Crazy Ideas That Win Wars, Cure Diseases and Tran...

17 Jan 20201h 28min

Matthew Benkendorf on Managing Equities

Matthew Benkendorf on Managing Equities

Bloomberg Opinion columnist Barry Ritholtz interviews Matthew Benkendorf, CIO of Vontobel’s Quality Growth boutique, which manages about $35 billion.See omnystudio.com/listener for privacy information...

10 Jan 20201h 22min

‘The Points Guy’ Brian Kelly on Maximizing Travel Rewards

‘The Points Guy’ Brian Kelly on Maximizing Travel Rewards

Bloomberg Opinion columnist Barry Ritholtz interviews Brian Kelly, who started blogging about travel, credit-card rewards and frequent-flyer miles as The Points Guy in 2010. He’s since grown his site ...

2 Jan 20201h 9min

Bruce Van Saun Shares Banking-Industry Insights

Bruce Van Saun Shares Banking-Industry Insights

Bloomberg Opinion columnist Barry Ritholtz interviews Bruce Van Saun, who is chairman and CEO of Citizens Financial Group and was recently named American Banker's 2019 banker of the year. See omnystud...

27 Des 20191h 3min

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