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 creditstax credits under Secure 2.0 and Secure 1.0case study examplediscussing retirement planning, tax credits, and 401(k) implementation with clientsResources mentioned in this episode:Episode 143 ⎸ Retirement Planning with Matt RuttenbergReach out to Matt for retirement planning help for you or your clients!Meet MattI 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.Connect with Matt💼 LinkedIn: https://www.linkedin.com/in/mattruttenberg/🌐 Website: 401k.expert📧 Email: [email protected] for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @ambitiousbookkeeperFor more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below:Visit our website: ambitiousbookkeeper.comFollow the Blog: ambitiousbookkeeper.com/blogConnect on Instagram: instagram.com/ambitiousbookkeeperConnect on LinkedIn: Linkedin.com/in/SerenaShoupConnect on Facebook: Facebook.com/serenashoupcpaThank you for your support of our show. If you haven’t left a review yet it’s super simple. Please go to: https://www.ambitiousbookkeeper.com/podcast and leave your review.Podcast Publishing Tools we use:Podcast Editing: Sabr Media LLCDescript (affiliate link)Buzzsprout (affiliate link)Listen to the FREE Private Podcast >>The Summer Sale for Dubsado Decoded is July 6 - 12 so mark your calendar!