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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

Mission Viejo is located in southern Orange County in the Saddleback Valley. It  is one of the largest master-planned communities ever built under a single project in the United States. The city has a 2020  population of 93,653. The city is mainly residential, although there are a number of offices and businesses within its city limits. The city is known…...
 
Jacksonville was one of the first gold mining towns in the state of Oregon. Although the gold has long played out, its legacy is a town of great beauty and history.  TheJacksonville Historic District is now a U.S. National Historic Landmark.  This town of 2,800, a few miles west of Medford in the Rogue Valley, attracts affluent people who tend…...
 
 
Durango is one of the most interesting small towns in Colorado. Not just for retirees, but also for young people (average age is 29).  Located in the southwestern part of the state, Durango has convenient access to at least 5 major ski areas including Purgatory (about 25 miles away).  The Animas River, a gold medal fly fishing stream, flows through…...
 
Woking is a town in Surrey that is near Guildford.  There is a retirement community in the area (see link at right)....
 
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