Insights
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Why Most Roth Conversions Fail Coordination Math (Not Market Timing)
By Mike Allen, CFP® · Managing Partner, Security Financial Management · CRD #2587441Reviewed by Dave Allen, CFP® · CRD #1210763 · July 6, 2026 ·
Estate Planning Strategies for Investors 55–75: The Coordination Pattern Most Plans Miss
Most estate plans don’t fail from complexity. They fail from documents that quietly stopped agreeing with each other.
