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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

About thirty minutes from Lisbon, Cascais is a small, bright, cosmopolitan city in Portugal nestled on the Atlantic coast. Swelling with tourists in the summer months, Cascais is populated by expats in addition to the Portugese all year round. Expensive by Portugese standards, expats find Cascais very affordable. Perfect for the active retiree, sailing, biking and golfing are all popular activities.  Photo…...
 
Plymouth Massachusetts is one of the most famous towns in America. It is here that the Pilgrims landed and successful European-American settlement began in 1620.  The town is about 40 miles south of Boston and just above the beginning of Cape Cod on the Atlantic Ocean. Plymouth has over 50,000 residents. The area has experienced rapid population growth and is…...
 
 
Green Valley is one of the larger active adult communities in the world. It is actually a collection of developments and communities located in extreme southern Arizona. The population was 22,616 (2020 census),  and growing. Surrounded by copper mines, and near the hiking and birding areas of the Santa Rita Mountains, Green Valley is an unincorporated retirement community composed of…...
 
Collierville is one of the fastest growing communities in Tennessee, as well as one of its most affluent suburbs (the average HH income is almost $100,000). This town of 45,000 is located in southwestern Tennessee, 20 miles from Memphis and Alabama.  Retirees are moving to Collierville because of its favorable tax climate, charming downtown, and great recreation. Fedex has a…...
 
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