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: Why Fees Really Matter

At the Money: Why Fees Really Matter

Fees matter more than you think. Over the long term, the difference between a few basis points can turn into real, big money. On this episode, Bloomberg Intelligence ETF analyst Eric Balchunas joins B...

28 Aug 202410min

From GameStop to Meme Stocks with Ricky Sandler

From GameStop to Meme Stocks with Ricky Sandler

Barry Ritholtz speaks to Ricky Sandler, the chief investment officer and the founder of Eminence Capital. Today, Eminence is a $7B global investment management organization. Prior to launching Eminenc...

22 Aug 20241h 3min

At the Money: Learning Lifecycles of Companies

At the Money: Learning Lifecycles of Companies

The Magnificent Seven, the Nifty Fifty, FAANG: Each of these are popular groups of companies investors erroneously believed they could “set & forget” But as history informs us, the list of once-great ...

21 Aug 202415min

Mike Green on Why Passive Investing Is Hurting Market Structure

Mike Green on Why Passive Investing Is Hurting Market Structure

Barry Ritholtz speaks to Mike Green, portfolio manager and chief strategist for Simplify Asset Management Inc. He previously served in the same roles for Logica Capital Advisers LLC. Prior to Logica, ...

15 Aug 20241h 14min

At the Money: Aligning Investments With Personal Values

At the Money: Aligning Investments With Personal Values

The term 'ESG' gets thrown around in investing all the time. But, there's a better way to align your investments with your personal values. In this week's episode, Barry Ritholtz speaks with Ari Rosen...

14 Aug 20249min

Trust in Finance and Consumer Confidence With Meir Statman

Trust in Finance and Consumer Confidence With Meir Statman

Barry Ritholtz speaks to Meir Statman, the Glenn Klimek Professor of Finance at Santa Clara University. Statman’s research has been published in the Journal of Finance, the Journal of Financial Econom...

9 Aug 20241h 13min

At The Money: Humans Are Not Built For Investing

At The Money: Humans Are Not Built For Investing

Of all the many things Humans do brilliantly well, investing isn’t one of them.  As a group, we are easily excited, focused on the wrong things, and filled with unjustified overconfidence. In this epi...

7 Aug 202415min

Growth, Employment and Inflation Cycles With Lakshman Achuthan

Growth, Employment and Inflation Cycles With Lakshman Achuthan

Barry Ritholtz speaks to Lakshman Achuthan, co-founder of the Economic Cycle Research Institute. Achuthan met his mentor, Geoffrey H. Moore, at Columbia University in 1990; they formed ECRI with Anirv...

1 Aug 20241h 25min

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