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: Stock Picking vs. Value Investing

At the Money: Stock Picking vs. Value Investing

How much you pay for stocks really matters. Should value investing be part of that strategy? To find out more, Barry Ritholtz speaks with Jeremy Schwartz. Schwartz is Global Chief Investment Officer o...

7 Feb 202412min

Tom Hancock on Quality Stocks and Launching ETFs

Tom Hancock on Quality Stocks and Launching ETFs

Bloomberg Radio host Barry Ritholtz speaks to Tom Hancock, a partner at GMO LLC, where he is also head of the focused equity team. He manages the focused quality fund and its new Quality ETF, and is t...

1 Feb 202446min

At the Money: Forecasting Recessions with Claudia Sahm

At the Money: Forecasting Recessions with Claudia Sahm

Investors don't like recessions. But how can they tell if one's coming? There's an indicator for that. It's called the "Sahm Rule," named for economist Claudia Sahm. Sahm is a former Federal Reserve e...

31 Jan 202413min

Sarah Kirshbaum Levy on the Value of Marketing

Sarah Kirshbaum Levy on the Value of Marketing

Bloomberg Radio host Barry Ritholtz speaks to Sarah Kirshbaum Levy, chief executive officer of Betterment LLC, an independent digital investment adviser with $40 billion in assets under management. Pr...

25 Jan 202450min

At the Money: How to Pay Less Capital Gains Taxes

At the Money: How to Pay Less Capital Gains Taxes

We're coming up on tax season, after a banner year for stocks. Successful investors could be looking at a big tax bill from the US government. But how can you avoid sticker shock when Uncle Sam comes ...

24 Jan 202412min

Shomik Dutta on Climate Tech Investments

Shomik Dutta on Climate Tech Investments

Bloomberg Radio host Barry Ritholtz speaks to Shomik Dutta, founder and managing partner at Overture, a venture capital firm focused on climate tech and sustainability startups. He is also co-founder ...

19 Jan 202451min

Cathy Marcus on Commercial Real Estate

Cathy Marcus on Commercial Real Estate

Bloomberg Radio host Barry Ritholtz speaks to Cathy Marcus, co-chief executive officer and global chief operating officer of PGIM Real Estate. As co-CEO, Marcus develops and leads the company's global...

11 Jan 20241h 2min

At the Money: Investor Incompetence

At the Money: Investor Incompetence

Investor incompetence might play a larger role in poor performance than you think. That's thanks to a phenomenon called the Dunning-Kruger Effect. To explain, Barry welcomes David Dunning to the podca...

10 Jan 20249min

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