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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
Harrisburg is the capital and almost geographical center of the state of Pennsylvania. Once depressed and down, Harrisburg had a resurgence thanks to the money being spent by the state in development. Unfortunately in 2010 the effect of that spending caused severe financial problems (see What is Not Special About Harrisburg below). Its geographical setting is spectacular, located as it…...
Wellesley is an extremely affluent near suburb of Boston. The population is 27,000 and growing. Wellesley is home to Wellesley College and Babson College, plus a community college. The economy is diverse with several large employers including Sun Life Financial and Roche Brothers. The town has many resources including the famous Wonderful Weekend Festival. Photo of Wellesley Town Hall courtesy…...
Ellensburg is a town in central Washington State with a population of about 17,000. It is a college town, home to the 7,000 students of Central Washington State. Ellensburg is just a short drive to Seattle, the Tri-Cities and Spokane. Ellensburg is rich with history and and is home to a wide selection of unique, locally owned shops, galleries, pubs…...
Port Charlotte is a suburban community to the northeast of busy Fort Myers, Florida. Located in southern Florida, Port Charlotte attracts many retirees who come for its warm winters - the average age is quite high at 49. Port Charlotte is an unincorporated town governed by Charlotte County. When you think of a retirement community on Florida's west coast Port…...