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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

Chattanooga is a low-cost, interesting retirement city of about 182,000 (2020) people in southern Tennessee.This was the site of the famous critical civil war Battle of Chattanooga due to its strategic location on the Tennessee River.  Called the "Scenic City", it is home to the University of Tennessee at Chattanooga. The city has had its ups and downs economically. Its…...
 
Bourne is a market town on the western edge of the Fens in southern Lincolnshire, England. Bourne means spring, and there are many of those here. The town has a rich history with many beautiful buildings.  Picture of Red Hall courtesy of Wikipedia and Rex Needle.  For more about this charming town see the Bourne Wikipedia entry....
 
 
Charlevoix, Michigan, referred to here as “Charlevoix the Beautiful”, is an old seasonal town in northwest Michigan. A popular '''retirement community''' for active adults, Charlevoix is located on an isthmus between Lake Michigan and Round Lake, adjacent to the shores of Lake Charlevoix. Photo of canal courtesy of Wikipedia, photo of Chicago Club courtesy of Wikipedia and Bobak Because of…...
 
Port Jefferson is a small town of almost 8,000 on the north shore of Long Island.   Port Jefferson is the site of the busy ferry between Bridgeport Connecticut and Long Island.  It is a growing tourist town with many interesting shops and restaurants. It is very popular with boaters because of its great harbors and sheltered sailing.  Long Island's North…...
 
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