The Roth Conversion Window

What if retirement arrived years earlier than expected—and your plan wasn’t ready? Many workers face unexpected exits that reshape income timing, Social Security decisions, and long-term tax exposure. This episode explores why early retirement catches so many off guard and how Roth conversion decisions can quietly shift future tax outcomes, Medicare costs, and required withdrawals. The discussion raises key planning blind spots that often go unnoticed until they become expensive.Mark and Jordan Witt are your source for all things retirement. To setup a meeting or call go to https://wittfinancialgroup.com/contact-us/