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143 ⎸ Retirement Planning with Matt Ruttenberg

planning/organizing tips Apr 09, 2024

In this interview episode I’m chatting with 401k expert, Matt Ruttenberg, and he dives into ALL things retirement planning. Seriously, this is packed with helpful info! Tune in to get strategies for planning your retirement & hear how different biz structures impact those plans and contributions.

In this episode you’ll hear:
  • Retirement planning strategies for high-income individuals
  • 401(k) Plan options & all the roles involved in a Plan
  • Deadlines and contributions for 401(k) Plans
  • Flexibilities and limitations of 401(k) Plans
  • Retirement Plans for employees
  • Solo 401(k) vs Group Plan
Resources mentioned in this episode:

Listen to the full audio here 


🎧 Or listen on our website here  ambitiousbookkeeper.com/podcast

Meet Matt

I am a 401k (retirement plan) expert and education business owners, accountants, bookkeepers, etc. on the vast retirement plan space. I am the CMO/Co-Owner of Life, Inc. Retirement Services, an independent 401k administration company building custom retirement plans for small and mid-sized business. I am also the Founder of SureLI Insurance, and online insurance agency focused on serving the Financial Independent Community.

Find & Follow

Connect with Matt:

💼 LinkedIn: https://www.linkedin.com/in/mattruttenberg/

🌐 Website: 401k.expert

📧 Email: [email protected] 

Connect with The Ambitious Bookkeeper®:

🌐 Website: ambitiousbookkeeper.com

👩‍💻 Blog: ambitiousbookkeeper.com/blog

📱 Instagram: instagram.com/ambitiousbookkeeper

📱 Facebook: Facebook.com/serenashoupcpa

💼 LinkedIn: Linkedin.com/in/SerenaShoup

Learn how to start your bookkeeping business (for experienced bookkeepers & accountants): https://www.ambitiousbookkeeper.com/bba

Become a Bookkeeper: https://www.katieferro.com/a/38894/2PQNgtvv (affiliate link)

Grab the FREE Start your Bookkeeping Biz Checklist: https://www.ambitiousbookkeeper.com/checklist

Grab my FREE New Client Onboarding Templates: https://www.ambitiousbookkeeper.com/onboard

Become a Client: ofcoursebookkeeping.com/contact


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