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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Opportunities for Digital Transformation Capital with David Roux

Opportunities for Digital Transformation Capital with David Roux

Barry Ritholtz speaks with David Roux, co-founder and executive chairman of BayPine, a private equity firm focused on digital transformation at core economy businesses. Previously he co-founded Silver...

5 Dec 20241h 6min

At the Money: Deferring Capital Gains on Appreciated Equity

At the Money: Deferring Capital Gains on Appreciated Equity

Are you holding large, concentrated equity positions that have accrued big gains? Would you like to diversify but also defer paying big capital gains taxes? Meb Faber, founder and chief investment off...

4 Dec 202417min

The Basic Tribal Instincts that Drive Us with Michael Morris

The Basic Tribal Instincts that Drive Us with Michael Morris

Barry Ritholtz speaks with Michael Morris, cultural psychologist and Chavkin-Chang Professor of Leadership at the Columbia Business School. Prior to joining Columbia, Michael was a tenured professor a...

27 Nov 20241h 24min

At the Money: Crypto Curious

At the Money: Crypto Curious

Are you crypto-curious? Are you interested in owning some bitcoin, Ethereum, or other crypto-coins? How can investors get exposure to the space? Matt Hougan, Chief Investment Officer at Bitwise Asset ...

26 Nov 202418min

Targeting Pain (Sponsored Content)

Targeting Pain (Sponsored Content)

Damian Sanchez, (Damian J to music fans) is a Miami-based jazz musician. A car accident landed him in the hospital with multiple fractures to his leg. Once there, he faced the difficult decision of wh...

25 Nov 202413min

The Concept of Return Stacking with Corey Hoffstein

The Concept of Return Stacking with Corey Hoffstein

What would YOU like to hear about on Bloomberg? Help make shows like ours even better by taking our Bloomberg audience survey.Barry Ritholtz speaks with Corey Hoffstein, CEO and CIO of Newfound Resear...

21 Nov 20241h 40min

At the Money: Lose the Noise

At the Money: Lose the Noise

A constant stream of noise distracts investors: earnings reports, news releases, upgrades, downgrades, economic data, geopolitics. How should we best manage this firehose of distractions? Larry Swedro...

20 Nov 202412min

Advancing Behavioral Economics with Colin Camerer

Advancing Behavioral Economics with Colin Camerer

What would YOU like to hear about on Bloomberg? Help make shows like ours even better by taking our Bloomberg audience survey.Barry Ritholtz speaks with Colin Camerer, Robert Kirby Professor of Behavi...

14 Nov 20241h 28min

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