Roth Conversions – March to a Million

How Much Investment Return Do You Really Need in Retirement? (Ep. 71)

By March to a Million | October 7, 2026

How much investment return do you really need in retirement? If you’re within 5 to 10 years of retiring, should you still be trying to beat the market, or should your retirement plan focus on replacing your paycheck?

In this episode, Greg DuPont explains why people approaching retirement may be watching the wrong financial scoreboard. Retirement income planning looks at how your savings and investments can work together to provide income after you stop working. Greg explores how market losses, investment fees, Roth conversions, inflation, and required minimum distributions may affect your retirement income and future tax bill.

Greg discusses:

Why retirement income may tell you more about your plan than investment returns
How fees inside IRAs, 401(k)s, and mutual funds can reduce your retirement savings
How much investment return you may need to keep pace with inflation in retirement
How Roth conversions and RMD planning may affect your retirement income and taxes
And more!

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Understanding How to Plan for Required Minimum Distributions (RMDs) (Ep. 34)

By March To A Million | October 2, 2024

Required Minimum Distributions (RMDs) are a crucial and essential aspect of retirement planning, yet how they work is an often misunderstood concept.

How do RMDs impact your financial strategy, and what can you do to manage them effectively? Are there ways that attorneys can better serve their clients by understanding the nuances of RMDs?

In this episode, host Greg DuPont defines and explains the concept of RMDs, their significance, and strategies for managing them effectively to benefit your financial plan. He emphasizes the importance of proactive planning in order to take these payments into account and not be surprised later down the line. He also unpacks the important role of attorneys in educating and in guiding their clients through these financial decisions.