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(749)

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

Matt Levine on Money and Stuff

Matt Levine on Money and Stuff

Bloomberg Radio host Barry Ritholtz speaks to Matt Levine, a Bloomberg Opinion columnist and the author of Money Stuff, a daily newsletter about Wall Street and finance. A former investment banker at ...

4 Jan 20241h 1min

At the Money: Contrarian Investing

At the Money: Contrarian Investing

Is contrarian investing a solid strategy, or a fool's errand? In this episode, Barry Ritholtz discusses the issue with Michael J. Mauboussin. Mauboussin is Head of Consilient Research at Counterpoint ...

3 Jan 202412min

Team Favorite: Jenny Johnson on Managing a Trillion-Dollar Firm

Team Favorite: Jenny Johnson on Managing a Trillion-Dollar Firm

On a special 500th-episode edition of Masters in Business, Bloomberg Radio host Barry Ritholtz speaks with Jenny Johnson, the president and chief executive officer of Franklin Templeton. Johnson joine...

29 Dec 20231h 4min

At the Money: The Best Way to Sell Your House

At the Money: The Best Way to Sell Your House

Is it a seller's market? That seems to be the consensus, but there are still tips and tricks to getting the biggest return for your home. On today's episode, Barry Ritholtz speaks with Jonathan Miller...

27 Dec 202315min

Stephen Suttmeier on Chart Portfolio of Global Markets

Stephen Suttmeier on Chart Portfolio of Global Markets

Bloomberg Radio host Barry Ritholtz speaks to Stephen Suttmeier, director and chief equity technical strategist at Merrill Lynch. His research appears regularly in Monthly Chart Portfolio of Global Ma...

21 Dec 20231h 36min

At the Money: Seasonality In Stocks

At the Money: Seasonality In Stocks

How do historical patterns and seasonality affect equities? Can these patterns successfully inform future investments? In this episode, Barry Ritholtz speaks with Jeffrey Hirsch about seasonal pattern...

20 Dec 202316min

Mike Rockefeller on Launching a New Hedge Fund

Mike Rockefeller on Launching a New Hedge Fund

Bloomberg Radio host Barry Ritholtz speaks to Mike Rockefeller, co-chief investment officer of Woodline Partners LP. Woodline is an investment firm with a market-neutral equity strategy focused on the...

14 Dec 202344min

Populärt inom Business & ekonomi

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