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

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!

Connect with Greg DuPont:

Website: Greg DuPont

Wealth Solutions Network Website (JoinWSN.com)

LinkedIn: Greg DuPont