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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
Murphy and the surrounding area in extreme southwestern North Carolina is a great place for a second home or retirement, particularly if you are interested in a quiet and rural environment. This very small town (about 1600 people) is the county seat of Cherokee County. There are some restaurants and shops. Downtown is small with tree lined streets and…...
This up and coming community offers a trifecta – world class golf, a perfect ocean setting, and small town charm. It’s Bandon, Oregon, located in the southern third of Oregon’s coast on the Coquille River. This growing town of just over 3,000 is often referred to as Bandon-by-the-Sea, and it is easy to see why. High cliffs go down to…...
When many affluent people think of Arizona, the first town that comes to mind is Scottsdale. The New York Times referred to it as the Miami South Beach of the west. This fast-growing and well-to-do town was one of the first suburban outgrowths of Phoenix. Its setting in the desert by the McDowell Mountains is spectacular. So is the infrastructure…...
Venice, Florida is an extremely pleasant community of 21,000 people located south of Sarasota on the Gulf of Mexico. Originally developed in 1925 by the Brotherhood of Locomotive Engineers as a planned retirement community, Venice is named after the many canals and rivers running through it. Thanks to its central planning, Venice is a top rated community for adults over…...