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)

At The Money: Getting Paid in Company Stock

At The Money: Getting Paid in Company Stock

Equity-based compensation has become an increasingly popular form of compensation in the United States, especially in Tech and high-growth, VC-funded companies. Joey Fishman is a Senior Advisor at Rit...

23 Jul 202516min

 RenMac's Head of Economics Neil Dutta on Recession Indicators

RenMac's Head of Economics Neil Dutta on Recession Indicators

Barry speaks with Neil Dutta, head of economics at Renaissance Macro Research. Neil leads their macroeconomic research efforts, with an emphasis on analyzing the US economy, Federal Reserve, global tr...

17 Jul 20251h 6min

At The Money: The Right Way to Spend Your Money in Retirement

At The Money: The Right Way to Spend Your Money in Retirement

One of the biggest challenges of retirement is actually spending your money! After decades of working, saving, and investing, pivoting to spending down your accumulated wealth can be surprisingly diff...

16 Jul 202519min

Richard Bernstein on the State of Markets Today

Richard Bernstein on the State of Markets Today

Barry speaks with Richard Bernstein, CEO and Chief Investment Officer of Richard Bernstein Advisors. Rich has over 35 years′ experience on Wall Street, most recently as the Chief Investment Strategis...

11 Jul 20251h 13min

Managing Business Model Changes

Managing Business Model Changes

What do you do when the business model of your chosen career changes radically? How can you adapt to changing conditions? Sam Ro is a veteran markets journalist and CFA. After decades of working for ...

9 Jul 202514min

Citi Wealth Chief Investment Officer Kate Moore on Macro Investing

Citi Wealth Chief Investment Officer Kate Moore on Macro Investing

Barry speaks with Kate Moore, chief investment officer at Citi Wealth. They discuss Kate's extensive and diverse career which saw her as Head of Thematic Strategy and a portfolio manager for the Globa...

3 Jul 20251h 11min

At The Money: Planning Your Retirement? 

At The Money: Planning Your Retirement? 

Thinking about retirement? Do you know how you will spend your time? And perhaps most significantly, how much retirement can you afford?Christine Benz is Director of Personal Finance & Retirement Plan...

2 Jul 202515min

Swiss Re's Velina Peneva on the Business of Reinsurance

Swiss Re's Velina Peneva on the Business of Reinsurance

Barry speaks with Velina Peneva, group chief investment officer at Swiss Re about the business of reinsurance, managing risk, her career path and more. Peneva started her career at Bain & Company in 1...

27 Jun 20251h 12min

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