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)

Kara Swisher Discusses the Tech Industry

Kara Swisher Discusses the Tech Industry

Bloomberg Opinion columnist Barry Ritholtz interviews influential tech journalist Kara Swisher. Swisher is the co-founder and editor-at-large of Recode, producer and host of the Recode Decode and Pivo...

7 Sep 20191h 37min

Jay Bowen Discusses Pension Fund Management

Jay Bowen Discusses Pension Fund Management

Bloomberg Opinion columnist Barry Ritholtz interviews Harold J. (Jay) Bowen III, who is president, chief executive officer and chief investment officer of Bowen, Hanes and Company Inc., an Atlanta-bas...

28 Aug 20191h 5min

Ron Williams Discusses the Health-Care Business

Ron Williams Discusses the Health-Care Business

Bloomberg Opinion columnist Barry Ritholtz interviews Ron Williams, the former chairman and chief executive officer of insurance giant Aetna Inc. Williams is a current member of the Peterson Center on...

23 Aug 201949min

Josh Wolfe Discusses Innovative Investments (Podcast)

Josh Wolfe Discusses Innovative Investments (Podcast)

Bloomberg Opinion columnist Barry Ritholtz interviews Josh Wolfe, co-founder and managing partner at Lux Capital and a director at Shapeways, Strateos, Lux Research, Kallyope, CTRL-labs and Variant. H...

16 Aug 20191h 21min

Danny Blanchflower Discusses Labor Economics (Podcast)

Danny Blanchflower Discusses Labor Economics (Podcast)

Bloomberg Opinion columnist Barry Ritholtz interviews Danny Blanchflower, a professor of economics at Dartmouth College and a former member of the Bank of England Monetary Policy Committee. His book "...

9 Aug 20191h 14min

Rajiv Jain Discusses Portfolio Management

Rajiv Jain Discusses Portfolio Management

Bloomberg Opinion columnist Barry Ritholtz interviews Rajiv Jain, chairman and chief investment officer at GQG Partners, which has $24 billion in assets under management. In 2012, Jain was named Morni...

2 Aug 20191h 6min

Nathan Sheets Discusses Fixed Income (Podcast)

Nathan Sheets Discusses Fixed Income (Podcast)

Bloomberg Opinion columnist Barry Ritholtz interviews Nathan Sheets, who is chief economist and head of global macroeconomic research at PGIM Fixed Income, one of the the largest global fixed-income m...

26 Jul 20191h 10min

Allison Schrager Discusses Monetary Policy

Allison Schrager Discusses Monetary Policy

Bloomberg Opinion columnist Barry Ritholtz interviews Allison Schrager, an economist, writer and co-founder of the risk advisory firm Lifecycle Finance Partners LLC. Her book "An Economist Walks into ...

19 Jul 20191h 11min

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