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.

Avsnitt(748)

Introducing: Trumponomics

Introducing: Trumponomics

Tariffs, crypto, deregulation, tax cuts, protectionism, are just some of the things back on the table when Donald Trump returns to the Presidency. To help you plan for Trump's singular approach to eco...

28 Jan 20251min

From Managing Portfolios to Running an Organization with Mike Freno

From Managing Portfolios to Running an Organization with Mike Freno

Barry speaks with Mike Freno, Barings LLC Chairman and CEO. In his nearly 20 years with the firm, Mike has held various positions including Managing Director, Head of Global High Yield, and Head of Gl...

23 Jan 20251h

At the Money: Compounding Health and Wealth

At the Money: Compounding Health and Wealth

We understand how wealth compounds over time, but did you know you can also compound your health? Phil Pearlman, former Chief Behavioral Officer at the Bank of the Ozarks and founder of the Pearl Inst...

22 Jan 202516min

Jonathan Clements Explains Why Dying is Hard Work

Jonathan Clements Explains Why Dying is Hard Work

Barry speaks with Jonathan Clements, Founder and Editor of the HumbleDollar and veteran personal finance columnist for the Wall Street Journal. He wrote over a thousand columns for the Journal and for...

17 Jan 20251h 8min

At the Money: Lessons in Allocating to Alternative Asset Classes

At the Money: Lessons in Allocating to Alternative Asset Classes

Hedge funds, venture capital, private equity, and private credit have never been more popular. Investors have lots of questions when allocating to these asset classes:  How much capital do you need? W...

15 Jan 202515min

From AQR Quant to Founder & CIO with Brian Hurst

From AQR Quant to Founder & CIO with Brian Hurst

Barry speaks with Brian Hurst, Founder and Chief Investment Officer of ClearAlpha. Prior to founding ClearAlpha, Brian spent 21 years at AQR Capital Management as a portfolio manager, researcher, head...

10 Jan 202555min

At the Money: The Tech Behind a Crypto Future

At the Money: The Tech Behind a Crypto Future

What is the value of crypto-currencies as a technology? How do the technologies that underlie Bitcoin and Ethereum work, and what are their futures? Matt Hougan, Chief Investment Officer at Bitwise As...

8 Jan 202515min

From Biotech to Asset Management with Sunaina Sinha

From Biotech to Asset Management with Sunaina Sinha

Barry speaks with Sunaina Sinha, Global Head of Private Capital Advisory at Raymond James. Prior to joining Raymond James, Sunaina founded Cebile Capital, which was acquired by Raymond James in 2021. ...

2 Jan 20251h 2min

Populärt inom Business & ekonomi

badfluence
framgangspodden
varvet
rss-jossan-nina
rss-svart-marknad
uppgang-och-fall
rss-borsens-finest
avanzapodden
fill-or-kill
lastbilspodden
borsmorgon
bathina-en-podcast
rss-inga-dumma-fragor-om-pengar
24fragor
rss-dagen-med-di
rss-kort-lang-analyspodden-fran-di
svd-tech-brief
tabberaset
dynastin
loungepodden