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.

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At The Money: Navigating War, Tariffs and Geopolitics

At The Money: Navigating War, Tariffs and Geopolitics

Israel attacked Iran with drones; the U.S. bombed Iran’s nuclear sites. This after months of Tariffs announcements and geopolitical wrangling. What are investors supposed to do? Sam Ro, an award winni...

25 Juni 202519min

BlackRock's Global Co-Head of iShares Fixed Income ETFs Stephen Laipply

BlackRock's Global Co-Head of iShares Fixed Income ETFs Stephen Laipply

Barry speaks with Stephen Laipply, global co-head of iShares Fixed Income ETFs at BlackRock, for a conversation about uncertainty in markets, the impact of the Trump administration's tariff and trade ...

20 Juni 20251h 2min

At The Money: Buying a Vacation Home with Jonathan Miller

At The Money: Buying a Vacation Home with Jonathan Miller

Want to buy a beach or lake house or other vacation property? You need some effort, assistance from a local expert, and a decent pile of money. Jonathan Miller, President of Miller Samuel, joins Barr...

18 Juni 202531min

Efficient Frontier Advisors Co-Founder & Neurologist Bill Bernstein

Efficient Frontier Advisors Co-Founder & Neurologist Bill Bernstein

Barry speaks with Bill Bernstein, neurologist, investor, author and co-founder of Efficient Frontier Advisors about his unique career path from science to finance and how he uses lessons learned in ne...

13 Juni 20251h 4min

At The Money: Cass Sunstein on Shifting Your Career Focus 

At The Money: Cass Sunstein on Shifting Your Career Focus 

How do you change careers when you are a highly accomplished, successful attorney? The answer is focus within your profession on what you love doing! Cass Sunstein, professor at Harvard Law School co-...

12 Juni 202517min

Transforming ETFs with Bryon Lake of Goldman Sachs Asset Management

Transforming ETFs with Bryon Lake of Goldman Sachs Asset Management

Barry speaks with Bryon Lake, Chief Transformation Officer for the Client Solutions Group within Goldman Sachs Asset Management. Bryon started at PowerShares in the ETF industry eventually becoming he...

5 Juni 20251h 3min

At The Money: Algorithmic Harm with Professor Cass Sunstein

At The Money: Algorithmic Harm with Professor Cass Sunstein

What is the impact of “ Algorithms” on the prices you pay for your Uber, what gets fed to you on TikTok, even the prices you pay in the supermarket? Cass Sunstein, professor at Harvard Law School co-a...

4 Juni 202520min

Richmond Federal Reserve President and CEO Tom Barkin

Richmond Federal Reserve President and CEO Tom Barkin

Barry speaks with Richmond Federal Reserve President and CEO Tom Barkin. Tom has been a member of the Richmond Fed since 2018. He is also on the Federal Open Markets committee and is responsible for a...

30 Maj 202559min

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