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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

Cape Coral is one the nicer communities for retirement in south Florida. This relaxed town is just north of Ft. Myers and west of North Ft.Myers, along the Caloosahatchee River and the Gulf of Mexico.  Cape Coral is a very new town; it was formed in 1958. The population which has been growing for the past several years is close…...
 
A college town with 40,000 students, Bloomington is located in south central Indiana. It's a typical Midwestern university city, bustling with frequent festivals, sporting events and concerts.  The flagship campus of Indiana University is here, which is unusually beautiful. With a lower cost of living, plenty of art galleries, and a music arts center, there's plenty to like about Bloomington. …...
 
 
Katy is an affluent suburb of Houston of about 15,000 people within the city itself, and there are many housing developments and corporate headquarters nearby.  The median household income is about $63,000. Katy is recognized as a high growth area with almost 270,000 people in the Katy area, and has won national accolades for growth and sustainability.  ....
 
The town of Brevard, North Carolina, consistently ranks near the top of popular lists of “best retirement communities” and “best places to live, work, and play. Located in southwestern North Carolina on the border with Georgia, Tennessee, and South Carolina, this small town is surrounded by the scenic Blue Ridge Mountains. It has a small town environment plus many friendly…...
 
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