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)

Scott Kupor Discusses Technology Startups

Scott Kupor Discusses Technology Startups

Bloomberg Opinion columnist Barry Ritholtz interviews Scott Kupor.Kupor is the managing partner at Andreessen Horowitz where he is responsible for all operational aspects of running the firm. He has b...

12 Jul 20191h 12min

Tim Hockey and Tom Nally Discuss Robo Advisors

Tim Hockey and Tom Nally Discuss Robo Advisors

Bloomberg Opinion columnist Barry Ritholtz interviews Tim Hockey and Tom NallyTim Hockey is CEO and President of TD Ameritrade, a company that serves individual investors and independent RIAs (total c...

10 Jul 20191h 2min

John Authers, Christine Harper Discuss ‘Capital Ideas’

John Authers, Christine Harper Discuss ‘Capital Ideas’

Bloomberg Opinion columnist Barry Ritholtz is joined by Bloomberg senior editor John Authers and Bloomberg Markets editor-in-chief Christine Harper to discuss “Capital Ideas: The Improbable Origins of...

4 Jul 201945min

Andrew Ang Discusses Asset Management (Podcast)

Andrew Ang Discusses Asset Management (Podcast)

Bloomberg Opinion columnist Barry Ritholtz interviews Andrew Ang, who leads BlackRock’s factor-based strategies group. Ang has published widely on equities, fixed income, asset and factor allocation, ...

28 Jun 20191h 4min

Chris Brightman Discusses the Investment Industry

Chris Brightman Discusses the Investment Industry

Bloomberg Opinion columnist Barry Ritholtz interviews Chris Brightman, chief investment officer and partner at Research Affiliates. Brightman has three decades of investment management experience, inc...

22 Jun 201951min

Jon Stein Discusses Fintech and Robo-Advisers

Jon Stein Discusses Fintech and Robo-Advisers

Bloomberg Opinion columnist Barry Ritholtz interviews Jon Stein, founder and chief executive officer of Betterment, the U.S.'s largest independent online financial adviser. Prior to founding the firm,...

14 Jun 201947min

Sharon French Discusses Smart Beta ETFs

Sharon French Discusses Smart Beta ETFs

Bloomberg Opinion columnist Barry Ritholtz interviews AIG’s Sharon French, who will soon take the reins at the company’s life and retirement funds business, which manages more than $85 billion in asse...

7 Jun 20191h 21min

Scott Galloway Discusses the Algebra of Happiness

Scott Galloway Discusses the Algebra of Happiness

Bloomberg Opinion columnist Barry Ritholtz interviews Scott Galloway, a professor of marketing at the NYU Stern School of Business and author of "The Four: The Hidden DNA of Amazon, Apple, Facebook an...

31 Mai 20191h 14min

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