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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
Punta Gorda, Florida is a small community of 17,000 on the Gulf Coast of Florida between Sarasota and Fort Myers. Many 55+ retirees choose this city as their retirement community because of its sub-tropical warmth, its small town feel, and it a bit more sophisticated and upscale than neighboring towns like Port Charlotte. The city, located in Charlotte County, was…...
Zephyrhills is a growing community of over 17,000 people northeast of Tampa and north of Lakeland in central Florida. It is turning out to be popular with retirees as reflected by the average age -51 years old. Photo courtesy of Wknight94 and Wikipedia, Licensed under CC BY-SA 3.0/...
Edisto Island, a beautiful and relaxing Sea Island of South Carolina, is located within two counties with a population of about 2,200 residents, swelling to many more during the summer months. The larger part of the island is in Charleston county, but the southern tip, which includes popular Edisto Beach, is in Colleton County, and lies about 40 miles southwest…...
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…...