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.

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Avsnitt(802)

The Science Behind The Markets: Masters in Business with David Booth

The Science Behind The Markets: Masters in Business with David Booth

Barry speaks with David Booth, founder and chairman at Dimensional Fund Advisors and author of Stay Calm. They discuss his time at the University of Chicago Booth School of Business where he was the r...

28 Aug 1h 9min

At The Money: Profiting from Dividend Growth

At The Money: Profiting from Dividend Growth

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26 Aug 21min

Learning from Buffett and Munger: Masters in Business with Alex Morris

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Barry speaks with Alex Morris, author of "Buffett and Munger Unscripted: Three Decades of Investment and Business Insights from the Berkshire Hathaway Annual Shareholder Meetings". They discuss his re...

21 Aug 1h 1min

At The Money Fan Favorite: The Finances of Divorce

At The Money Fan Favorite: The Finances of Divorce

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19 Aug 15min

Understanding Hyperscalers: Masters in Business with Ankur Crawford

Understanding Hyperscalers: Masters in Business with Ankur Crawford

Ankur Crawford, Executive Vice President and Portfolio Manager of the Alger Capital Appreciation, Alger Focus Equity, and Alger Spectra Strategies joins Barry for a conversation about how she builds a...

14 Aug 1h 15min

BONUS: JP Morgan Co-Head of Global Banking Filippo Gori

BONUS: JP Morgan Co-Head of Global Banking Filippo Gori

On this special, bonus episode of Masters in Business, Barry speaks with Filippo Gori. He's co-head of Global Banking at J.P. Morgan. arry Ritholtz sits down with Filippo Gori, Co-Head of Global Banki...

12 Aug 1h 8min

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7 Aug 1h 19min

BONUS: Future Standard President & CIO Mike Kelly

BONUS: Future Standard President & CIO Mike Kelly

Barry speaks with Mike Kelly. He's president and chief investment officer of Future Standard and a member of the firm's management committee. They discuss his career on Wall Street going back to him t...

5 Aug 1h 24min

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