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Day: July 6, 2026

The Mid-Year Tax Decision Audit: Five Decisions Before September

Five-decision tax audit worksheet on an oak desk next to a July 2026 calendar — illustrating the Mid-Year Tax Decision Audit framework

By Frank Lovaglio, RFC® · Senior Partner, Security Financial Management · CRD #1299700Reviewed by Mike Allen, CFP® · CRD #2587441 · July 6, 2026 · Last reviewed July 6, 2026 Securities offered through Kestra Investment Services, LLC, member FINRA/SIPC (Kestra IS). Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS). Security Financial Management, […]

Why Most Roth Conversions Fail Coordination Math (Not Market Timing)

Multi-year tax bracket chart on an oak desk with a Roth conversion bar filling the 24% bracket — illustrating the Bracket-Window Audit framework

By Mike Allen, CFP® · Managing Partner, Security Financial Management · CRD #2587441Reviewed by Dave Allen, CFP® · CRD #1210763 · July 6, 2026 · Last reviewed July 6, 2026 Securities offered through Kestra Investment Services, LLC, member FINRA/SIPC (Kestra IS). Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS). Security Financial Management, […]