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(746)

Interview With David Rosenberg: Masters in Business (Audio)

Interview With David Rosenberg: Masters in Business (Audio)

Nov. 13 (Bloomberg) -- Bloomberg View columnist Barry Ritholtz interviews David Rosenberg, Chief Economist and Strategist of Gluskin Sheff + Associates Inc.. They discuss economic data. This interview...

14 Nov 20151h 25min

Interview With Jeff Maggioncalda: Masters in Business (Audio)

Interview With Jeff Maggioncalda: Masters in Business (Audio)

Nov. 6 (Bloomberg) -- Bloomberg View columnist Barry Ritholtz interviews Jeffrey Maggioncalda, co-founder and former CEO of Financial Engines. They discuss 401K investments. This interview aired on Bl...

7 Nov 20151h 6min

An Interview With Mario Gabelli: Masters in Business (Audio)

An Interview With Mario Gabelli: Masters in Business (Audio)

Oct. 30 (Bloomberg) -- Bloomberg View columnist Barry Ritholtz interviews Mario J. Gabelli, Chairman and Chief Executive Officer of GAMCO Investors, Inc., the firm he founded in 1977. They discuss the...

30 Okt 20151h 13min

An Interview With Paul Desmond: Masters in Business (Audio)

An Interview With Paul Desmond: Masters in Business (Audio)

Oct. 24 (Bloomberg) -- Bloomberg View columnist Barry Ritholtz interviews Paul F. Desmond, President of Lowry Research Corporation, founded by L. M. Lowry in 1938. They discuss stock market research a...

25 Okt 20152h 1min

An Interview With Jeremy Siegel: Masters in Business (Audio)

An Interview With Jeremy Siegel: Masters in Business (Audio)

Oct. 17 (Bloomberg) -- Bloomberg View columnist Barry Ritholtz interviews Jeremy Siegel, Professor of Finance at the Wharton School of the University of Pennsylvania. They discuss microeconomics. This...

18 Okt 20151h 46min

An Interview With Ken Feinberg: Masters in Business (Audio)

An Interview With Ken Feinberg: Masters in Business (Audio)

Oct. 9 (Bloomberg) -- Bloomberg View columnist Barry Ritholtz interviews Kenneth Feinberg, who is best known for serving as the Special Master of the Federal September 11th Victim Compensation Fund of...

9 Okt 20151h 9min

An Interview With Gary Shilling: Masters in Business (Audio)

An Interview With Gary Shilling: Masters in Business (Audio)

Oct. 2 (Bloomberg) -- Bloomberg View columnist Barry Ritholtz interviews Gary Shilling, president of A. Gary Shilling & Co., a New Jersey consultancy, and author of “The Age of Deleveraging: Investmen...

2 Okt 20151h 29min

An Interview With Arthur Samberg: Masters in Business (Audio)

An Interview With Arthur Samberg: Masters in Business (Audio)

Sept. 26 (Bloomberg) -- Bloomberg View columnist Barry Ritholtz interviews Arthur Samberg, founder of Pequot Capital Management. They discuss hedge funds and regulations. This interview aired on Bloom...

26 Sep 20151h 29min

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