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)

Gregory Zuckerman on the Quant Revolution

Gregory Zuckerman on the Quant Revolution

Bloomberg Opinion columnist Barry Ritholtz interviews the Wall Street Journal's Gregory Zuckerman, a three-time winner of the Gerald Loeb Award for business journalism who writes about big trades, big...

30 Okt 20191h 30min

Michael Spence Discusses Inequality and Growth

Michael Spence Discusses Inequality and Growth

Bloomberg Opinion columnist Barry Ritholtz interviews economist and Nobel laureate Michael Spence, whose research interests include emerging markets and the impact of leadership on growth. A professor...

25 Okt 20191h 14min

Fran Kinniry Discusses Diversified Portfolios

Fran Kinniry Discusses Diversified Portfolios

Bloomberg Opinion columnist Barry Ritholtz interviews Francis M. Kinniry, a principal in Vanguard Investment Strategy Group responsible for capital market research, portfolio design, development of cu...

18 Okt 20191h 17min

Binyamin Appelbaum Discusses Monetary Policy

Binyamin Appelbaum Discusses Monetary Policy

Bloomberg Opinion columnist Barry Ritholtz interviews Binyamin Appelbaum, the lead business and economics writer on the New York Times editorial board. He was previously a Washington correspondent for...

11 Okt 20191h 8min

Robert Shiller Discusses Narrative Economics

Robert Shiller Discusses Narrative Economics

Bloomberg Opinion columnist Barry Ritholtz interviews the Nobel-winning economist Robert J. Shiller, whose latest book, "Narrative Economics: How Stories Go Viral and Drive Major Economic Events," cam...

5 Okt 20191h 15min

Brian Grazer Discusses Imagine Entertainment

Brian Grazer Discusses Imagine Entertainment

Bloomberg Opinion columnist Barry Ritholtz interviews film and TV producer Brian Grazer, who co-founded Imagine Entertainment with Ron Howard in 1986. Grazer has been nominated for four Academy Awards...

27 Sep 201959min

Sarah Ketterer Discusses Investment Management

Sarah Ketterer Discusses Investment Management

Bloomberg Opinion columnist Barry Ritholtz interviews Sarah Ketterer, the chief executive officer and fundamental portfolio manager at Causeway Capital Management, which has $52 billion in assets unde...

19 Sep 20191h

Lord Browne Discusses the Equilibrium of Engineering

Lord Browne Discusses the Equilibrium of Engineering

Bloomberg Opinion columnist Barry Ritholtz interviews Lord John Browne of Madingley, who is executive chairman of L1 Energy and chairman of the supervisory board of Wintershall DEA. As group chief exe...

13 Sep 20191h 15min

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