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146 ⎸ Retirement Tax Credits with Matt Ruttenberg

In this interview episode, I have Matt Ruttenberg on again to continue our discussion on retirement planning for small businesses. This time, we do a deep dive into tax credits! Matt explains the recent changes in tax credits and how they can help businesses save substantial amounts of money for their 401(k) plans. Tune in for some practical strategies on taking advantage of these tax credits!

In this episode you’ll hear: 
  • detailed breakdown of tax credits
  • tax credits under Secure 2.0 and Secure 1.0
  • case study example
  • discussing retirement planning, tax credits, and 401(k) implementation with clients

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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