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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
Helena is the capitol of Montana. It is located in the central part of the state. The town got it start as a gold mining town and there are still mining interests here. Several small colleges are located here, including Carroll College. The area offers excellent recreational opportunities. The area has been growing rapidly from people seeking out lower cost,…...
San Luis Obispo, California has much to like as an active adult retirement community. From the spicy Pinot Noir wines made here to the magnificent brown hills and long, long beaches, this town of 46,000 on the central California coast is the educational, cultural, and commercial center of the region. There are 255,000 people in the greater metro area.San Luis…...
The Villages, located 20 miles south of Ocala, is one of the world's largest active communities, as well as one of the fastest growing communities in the U.S. It had almost 149,000 residents in 2020, and continues to grow. The Villages is proud to be family owned and operated, and benefits from intensive involvement from its residents. There are 3…...
Let's start by saying Lake Mary Florida is #4 on Money Magazine's Best Places to Live 2007 list. That list is aimed at a general, not a retirement, audience, but the basic appeal is here for all groups. Lake Mary, population 13,000, is particularly suited to people who want to retire to a place where family life and exposure to…...