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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William Janeway on What's Needed for the Innovation Economy

William Janeway on What's Needed for the Innovation Economy

Bloomberg Opinion columnist Barry Ritholtz interviews the venture capitalist and economist William Janeway. Janeway discusses how much of America’s innovative technologies began with a helping hand fr...

23 Aug 20181h 27min

Coming Soon: Barry Ritholtz on Trillions

Coming Soon: Barry Ritholtz on Trillions

After doing more than 200 Masters in Business interviews, Barry Ritholtz finally ends up in the hot seat and will join Joel Weber and Eric Balchunas on Bloomberg’s Trillions podcast. In a lengthy inte...

20 Aug 20185min

Richard Sylla on the Lowest Interest Rates in Recorded History

Richard Sylla on the Lowest Interest Rates in Recorded History

Bloomberg Opinion columnist Barry Ritholtz interviews Richard Sylla, professor emeritus of economics at New York University's Stern School of Business. Sylla is the author or co-author of several book...

16 Aug 20181h 5min

Leon Cooperman on Finding the Overlooked Investment

Leon Cooperman on Finding the Overlooked Investment

Bloomberg Opinion columnist Barry Ritholtz interviews hedge-fund manager Leon Cooperman of Omega Advisors about the thrill of finding an attractive investment everyone else has overlooked. Cooperman, ...

10 Aug 20181h 8min

Torsten Slok Discusses the Complexity of Global Economics

Torsten Slok Discusses the Complexity of Global Economics

Bloomberg Opinion columnist Barry Ritholtz interviews Torsten Slok, chief international economist and managing director at Deutsche Bank. Slok’s economics team has been top-ranked by Institutional Inv...

1 Aug 20181h 7min

Robert Arnott Discusses the Process Behind Research Affiliates

Robert Arnott Discusses the Process Behind Research Affiliates

Bloomberg Opinion columnist Barry Ritholtz interviews Robert Arnott, founder and chairman of Research Affiliates, a subadviser to PIMCO that specializes in innovative asset allocation and alternative ...

26 Juli 20181h 15min

John Carreyrou on Breaking Open the Theranos Scandal

John Carreyrou on Breaking Open the Theranos Scandal

Bloomberg Opinion columnist Barry Ritholtz interviews John Carreyrou, the Pulitzer-winning investigative reporter who exposed wrongdoing at the much-hyped startup Theranos. Its founder was recently ch...

19 Juli 20181h 26min

Dave Butler Discusses Finance and Basketball

Dave Butler Discusses Finance and Basketball

Bloomberg Opinion columnist Barry Ritholtz interviews Dave Butler of Dimensional Fund Advisors about how athletes manage their wealth. Butler, a star college basketball player who was drafted by the B...

13 Juli 20181h 11min

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