146 ⎸ Retirement Tax Credits with Matt Ruttenberg

The Ambitious Bookkeeper Podcast

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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:

• Episode 143 ⎸ Retirement Planning with Matt Ruttenberg
• 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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• Descript (affiliate link)
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บท

1. Teaser (00:00:00)

2. Intro to Tax Credits for Retirement Plans (00:01:11)

3. Secure 1.0 (00:02:18)

4. Secure 2.0 (00:03:32)

5. Examples (00:07:26)

6. Implementation (00:12:53)

7. Conclusion (00:16:58)