EPISODE · Apr 10, 2024 · 50 MIN
143 ⎸Retirement Planning with Matt Ruttenberg
from The Ambitious Bookkeeper Podcast · host Serena Shoup, CPA
Send us Fan MailIn 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 individuals401(k) Plan options & all the roles involved in a PlanDeadlines and contributions for 401(k) PlansFlexibilities and limitations of 401(k) PlansRetirement Plans for employeesSolo 401(k) vs Group PlanResources mentioned in this episode:Reach 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)
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143 ⎸Retirement Planning with Matt Ruttenberg
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