Biggest Stories of the Week: Reasons to Avoid a Roth Conversion; Bob Doll's Predictions for 2023; Assumptions That Can Lead to Financial Ruin

While generally a useful and popular strategy, Roth conversions aren’t always appropriate, Ed Slott and Jeff Levine say. Meanwhile, Bob Doll found three of his 2023 predictions were heading the right direction, one was going in the wrong direction and six were too soon or to close to call. Lastly, Many people think they don’t need financial planning when everything's going well. Big mistake.?

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8 Reasons to Avoid a Roth Conversion

Bob Doll Checks In on His 10 Predictions for 2023

10 Assumptions That Can Lead to Financial Ruin

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