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(748)

Paul Vigna Discusses the Technology Behind Cryptocurrency

Paul Vigna Discusses the Technology Behind Cryptocurrency

Bloomberg Opinion columnist Barry Ritholtz interviews Paul Vigna, a Wall Street Journal reporter who covers the cryptocurrency sector. His most recent book, co-authored with Michael J. Casey, is "The ...

6 Jul 20181h 35min

Laurence Juber Discusses How to Copyright Harmony

Laurence Juber Discusses How to Copyright Harmony

Bloomberg Opinion columnist Barry Ritholtz interviews Grammy-winning guitarist Laurence Juber, whose playing fuses folk, jazz, blues, pop and classical styles. First internationally recognized as lead...

3 Jul 20181h 22min

Todd Harrison Discusses Biopharmaceutical Investments

Todd Harrison Discusses Biopharmaceutical Investments

Bloomberg Opinion columnist Barry Ritholtz interviews Todd Harrison, a founding partner and chief investment officer at the hedge fund CB1 Capital, which focuses on cannabinoid-based solutions and bio...

28 Jun 20181h 18min

Dr. Raife Giovinazzo Discusses Research on Investors' Mistakes

Dr. Raife Giovinazzo Discusses Research on Investors' Mistakes

Bloomberg Opinion columnist Barry Ritholtz interviews Dr. Raife Giovinazzo of Fuller & Thaler Asset Management, a leader in applied behavioral finance. Giovinazzo conducts research using market insigh...

20 Jun 201855min

George Mitchell Discusses the Mechanisms of American Politics

George Mitchell Discusses the Mechanisms of American Politics

Bloomberg Opinion columnist Barry Ritholtz interviews former senator George Mitchell, a leading figure in the Democratic Party who was credited with helping them win back the Senate majority in 1986.M...

14 Jun 20181h 21min

Cal Turner Jr. on the Promise of Family Business

Cal Turner Jr. on the Promise of Family Business

Bloomberg Opinion columnist Barry Ritholtz interviews Cal Turner Jr., who in 1965 began his career at the company founded by his father and grandfather in 1939: Dollar General. He succeeded his father...

7 Jun 20181h 8min

Libby Cantrill Discusses Fixed Income and Equities

Libby Cantrill Discusses Fixed Income and Equities

Bloomberg Opinion columnist Barry Ritholtz interviews Libby Cantrill, a managing director and head of public policy at PIMCO. In addition to coordinating the firm's response to policy issues and analy...

31 Mai 201854min

Ed Yardeni Discusses Global Investment Strategy

Ed Yardeni Discusses Global Investment Strategy

Bloomberg Opinion columnist Barry Ritholtz interviews Ed Yardeni, the president of Yardeni Research Inc., a provider of independent global investment strategy research. Dr. Yardeni previously served a...

23 Mai 20181h 11min

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