Matt Ruttenberg

speaker

364 appearances 1 recordings 1 series first heard Sep 2025 last heard Sep 2025

Matt Ruttenberg’s voice in public audio — every appearance, attributed to the second.

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So just because we passed these deadlines for October 1st as a safe harbor implementation, there's ways to get around that.

It's all about just having the conversation saying, this is what I need.

This is what I want to do.

And then you create the plan around it.

And then the following year you pivot, make amendments to whatever you have to do.

We have a lot of people who miss deadlines.

We have a lot of people who miss deadlines just because they waited just a little bit too long.

Or, you know, when you're a business owner, your, your head is down and you're running your business.

And then all of a sudden you look up, you're like, my tax bill is what?

And you got to have those conversations ahead of time.

If you can, we have conversations for years before, just so you know what is available to you.

And then you have this idea of when do I flip to switch to add it to my retirement plan stack?

And it's okay just to have those conversations earlier.

There's no pressure to have that.

It's just to understand it.

And it's kind of hard to have

to do the research on your own, to figure out what's what, because clearly there's a lot that goes into these equations.

There's a lot of deadlines for every layer and what do you do this and how much do you have to give it?

It's all about just having conversations ahead of time.

Otherwise you might get behind the eight ball and miss a major deadline.

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