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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

Set in the northwest corner of Massachusetts, Williamstown is a delightful college town (Williams College) nestled in the beautiful Berkshire Mountains. It is a sought after retirement community for these reasons and also because it is boasts an extremely rich cultural environment. The famed Clark Art Institute, the Williams College Museum of Art, and the Williamstown Theatre Festival are just…...
 
Westlake is an upscale surburban community west of Cleveland Ohio. Population is about 32,000.  Crocker Park is a popular and growing lifestyle center located on Crocker Road. It is a mixed-use venue with many upscale stores and restaurants, with apartments above the shops. The park is based on a small French town-type setting. Townhouses are located on the southwest corner.…...
 
 
The city of Phoenix, Arizona, has long been a popular retirement community for active adults 55+. In the last 50 years this warm weather, desert community has leaped beyond its borders to become one of the top 10 largest cities in the U.S.  Fortunately, although it has developed some large city problems like crime and traffic, its weather and proximity…...
 
Fredericksburg is a fast growing old town near the Rappahannock River in Virginia. The area is extremely popular as a retirement community with many active adult communities either recently or in the process of being built.There is a 40-block national historic district in the city's downtown area that contains more than 350 buildings from the 18th and 19th centuries. Fredericksburg…...
 
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