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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
Founded by Henry Flagler to provide a luxury destination for his railroad, Palm Beach proper is one of the wealthiest and prettiest communities in the world. It lies on the Atlantic Ocean just above Miami and straddles the Intercoastal Waterway. Fancy shops and elegant estates abound in the beautiful downtown. Enormous estates go along the ocean and the Intracoastal. If…...
Franklin is a town of 31,000 people in the suburban Boston area, incorporated in 1778, and was the first town named after Benjamin Franklin. History has it that Franklin was so honored he donated books to the town, which were then lent to residents, and thus started the first public library in America. The town is also the birthplace of…...
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…...
When baby boomers share notes about potential retirement towns, chances are that Asheville will be the place most frequently mentioned. Asheville is a prosperous small city with a population 94,589 (2020 Census), (260,000 in Buncombe County) in the Blue Ridge mountains of western North Carolina. Because of its charming environment and mild weather it has long been a desirable retirement…...