Strategic Planning – March to a Million

Unlocking the Retirement Tax Trap: Strategies for Preserving Wealth (Ep. 47)

By March to a Million | May 21, 2025

Is Your Retirement Hiding a Tax Trap?

In this episode, Greg DuPont discusses his latest venture: the “Retirement Tax Trap.” Discover how this new development is set to revolutionize client interactions for Wealth Solutions Network (WSN) members, offering a unique lead generation tool through comprehensive estate planning strategies.

Greg shares insights on:

The development and purpose of “The Retirement Tax Trap” [01:09]
Creating alignment within law practices [03:16]
The importance of focus in targeting the right market [04:02]
Utilizing the book within a lead generation system [07:30]
Optimizing consumer outreach through webinars and marketing [12:08]

Resources:

The Retirement Tax Trap

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The Fifth Pillar of Financial Advocacy: Wealth Transfer (Ep. 9)

By March To A Million | October 11, 2023

Safeguarding assets and ensuring their seamless transition to future generations has never been more crucial.

That is where the role played by estate planning attorneys becomes more important than ever.

In this episode, Greg DuPont explores the fifth pillar of financial advocacy: Wealth Transfer. He emphasizes the importance of attorneys in preserving, protecting, and transferring assets, particularly in the face of potential wealth confiscation. Greg also touches on the need for attorneys to help with tax planning and protection against market losses, and the value of life insurance.

Greg discusses:

The role of estate planning attorneys in wealth transfer
The potential confiscation of wealth and the need for attorneys to be the last line of defense in protecting and preserving assets
Roth conversions, market loss protection, and the value of life insurance as a way to help clients preserve and protect their assets
The three secrets of wealth transfer
A case study demonstrating the value of proactive estate planning and highlighting the importance of being a true advocate for clients
And more!