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)

Masters in Business: Stockwits Howard Lindzon (Audio)

Masters in Business: Stockwits Howard Lindzon (Audio)

Jan. 31 (Bloomberg) -- Bloomberg View columnist Barry Ritholtz interviews Howard Lindzon, a Non-fiction writer, financial analyst, angel investor, limited partner at Knight's Bridge Capital Partners, ...

31 Jan 20151h 9min

Masters in Business: Janus Capital Group Bill Gross (Audio 2)

Masters in Business: Janus Capital Group Bill Gross (Audio 2)

Jan. 24 (Bloomberg) -- Bloomberg View columnist Barry Ritholtz interviews Bill Gross, a fund manager at Janus Capital Group Inc. and former chief investment officer of Pacific Investment Management Co...

24 Jan 201530min

Masters in Business: Janus Capital Group Bill Gross (Audio)

Masters in Business: Janus Capital Group Bill Gross (Audio)

Jan. 17 (Bloomberg) -- Bloomberg View columnist Barry Ritholtz interviews Bill Gross, a fund manager at Janus Capital Group Inc. and former chief investment officer of Pacific Investment Management Co...

17 Jan 201551min

Masters in Business: OSAM Patrick O’Shaughnessy (Audio)

Masters in Business: OSAM Patrick O’Shaughnessy (Audio)

Jan. 11 (Bloomberg) -- Bloomberg View columnist Barry Ritholtz interviews Patrick O’Shaughnessy, portfolio asset manager at O'Shaughnessy Asset Management and author of the book Millennial Money. They...

11 Jan 201559min

Masters in Business: Bloomberg L.P. Grueskin (Audio)

Masters in Business: Bloomberg L.P. Grueskin (Audio)

Dec. 13 (Bloomberg) -- Bloomberg View columnist Barry Ritholtz interviews Bill Grueskin, Executive Editor at Bloomberg LP, a Wall Street Journal veteran and former academic dean at the Columbia Journa...

13 Des 201443min

Masters in Business: CEO Jonathan J. Miller (Audio)

Masters in Business: CEO Jonathan J. Miller (Audio)

Dec. 6 (Bloomberg) -- Bloomberg View columnist Barry Ritholtz interviews Jonathan J. Miller, president and CEO of Miller Samuel Inc., a real estate appraisal and consulting firm he co-founded in 1986....

6 Des 20141h 31min

Masters in Business: COO of ECRI Lakshman Achuthan (Audio)

Masters in Business: COO of ECRI Lakshman Achuthan (Audio)

Nov. 29 (Bloomberg) -- Bloomberg View columnist Barry Ritholtz interviews Lakshman Achuthan, Co-Founder & Chief Operations Officer of ECRI, and the managing editor of ECRI's forecasting publications. ...

29 Nov 20141h 33min

Masters in Business: Yale Professor Robert Shiller (Audio)

Masters in Business: Yale Professor Robert Shiller (Audio)

Nov. 22 (Bloomberg) -- Bloomberg View columnist Barry Ritholtz interviews Robert J. Shiller, Sterling Professor of Economics, Yale University, and Professor of Finance and Fellow at the International ...

22 Nov 20141h 8min

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