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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
Relocating retirees from outside often discount Utah because of heavy Mormon influence. Logan, 90 miles north of Salt Lake City and 20 miles south of Idaho, is an exception, drawing retirees and other new residents from elsewhere because of its religious diversity and tolerance. It has low unemployment rates and is known as one of the America’s safest cities (crime…...
This affluent north and west of New York City is growing in popularity for retirement, and Carmel is one of the nicer towns (population is about 34,000 and growing). It is near the west bank of the Hudson River, close to West Point and Danbury (CT). The Retreat at Carmel is conveniently located in the heart of New York’s beautiful…...
DeLand is a small town just west of Daytona Beach in North Florida. It is the home of Stetson University, named after its early benefactor, the founder of the famous hat company. Stetson University was the first private college in Florida. The campus is part of a National Historic District. The population is almost 37,351 (2020 census), and is part…...
Blue Bell, a wealthy town in Montgomery County and suburb of Philadelphia, was originally known as Pigeontown, Pennsylvania, after the large flocks of the now-extinct passenger pigeons that once gathered there. The town was renamed in 1840 after the historically prominent Blue Bell Inn. The median HH income is about $120,000. Picture of Whitpain Public School listed on the National…...