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Fidelity's Roth Conversion Tips

May 20, 2026 -- Frequent visitors to this site might remember one of your Editor's top regrets in retirement - failing to put more money into Roth IRA's and 401(k) Roths. By putting more of my contributions into regular (non Roth) retirement accounts, I set myself up for having to take sizable Required Minimum Distributions (RMDs), all taxable income, starting…...

Top Retirement Towns

When many affluent people think of Arizona, the first town that comes to mind is Scottsdale. The New York Times referred to it as the Miami South Beach of the west.  This fast-growing and well-to-do town was one of the first suburban outgrowths of Phoenix. Its setting in the desert  by the McDowell Mountains is spectacular. So is the infrastructure…...
 
Palmar Norte is a very small town near the southern Pacific coast of beautiful Costa Rica where the Osa Peninsula begins.  Along with nearby Palmar Sur across the Rio Terraba, it is in the Osa region of Puntarenas Province. Palmar Sur has an airport with daily connections to San Jose. There are plans to expand this airport to international status…...
 
 
Fort Myers Beach is a barrier island located a few miles to the southwest of the City of Fort Myers. It is a popular tourist destination where people go to the beach, enjoy fishing and boating, or just go for dinner. Shrimp and fishing boats congregate here and locals come to enjoy the seafood. To find out more about the…...
 
Oak Ridge is a town of about 29,000 people that is west of Knoxville in eastern Tennessee. Oak Ridge is famous for being home to the Manhattan Project in WWII.  The Oak Ridge National Laboratories are a major employer in the region. Retirees here enjoy terrific recreational opportunities in the nearby mountains. A reflection of the community is the fact…...
 
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