143 ⎸Retirement Planning with Matt Ruttenberg

The Ambitious Bookkeeper Podcast

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:

• Reach out to Matt for retirement planning help for you or your clients!

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.
Connect with Matt
💼 LinkedIn: https://www.linkedin.com/in/mattruttenberg/
🌐 Website: 401k.expert
📧 Email: [e-mail]
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Podcast Publishing Tools we use:

• Podcast Editing: Sabr Media LLC
• Descript (affiliate link)
• Buzzsprout (affiliate link)

Chapters

1. 143 ⎸Retirement Planning with Matt Ruttenberg (00:00:00)

2. Introduction (00:01:09)

3. Saving Tax Monies for Retirement (00:02:29)

4. Plans with Employees (00:05:18)

5. Plans Without Employees (00:13:51)

6. When to Go S-Corp (00:17:46)

7. When to Do Something other than a 401K (00:25:16)

8. LLC Misunderstandings (00:28:10)

9. Creative Options (00:32:12)

10. Working with Matt (00:34:12)

11. Final Advice (00:38:00)