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Dan LaRosa

Mentioned in 2 analyzed podcast episodes across 1 show

Appears On

Masters in Business

Episode Appearances

Masters in Business

Masters in Business · Apr 29, 2026

At The Money: How to Max Out Your Small Business Retirement Plan

“Expert guest discussing retirement plan options, contribution limits, and compliance requirements for small business owners”

SEP IRA contribution limits and income thresholdsSolo 401(k) mega backdoor Roth strategiesForm 5500-EZ filing requirements and penalties

Masters in Business

Masters in Business · Feb 19, 2026

At The Money: The Mega Backdoor Roth

“Expert in qualified retirement accounts; leads corporate retirement plans at Rituals Wealth Management; primary guest discussing mega backdoor Roth”

Mega Backdoor Roth Strategy401k Plan Design and Compliance TestingTax-Advantaged Retirement Savings