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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 at the bottom left base of Cape Cod, this fairly large town is a popular retirement community surrounded on 2 sides by water. Falmouth, Massachusetts (population 32,000) actually consists of a number of villages and unincorporated towns including Woods Hole, Teaticket, and East, West, and North Falmouth. Woods Hole is where one takes the Ferry to Nantucket and Martha’s…...
Klamath Falls is a beautiful town for retirement in south central Oregon, east of Medford and Ashland. The population is about 21,000 people. Nearby Upper Klamath Lake is the largest natural lake in the Pacific Northwest. Crater Lake is about 30 miles to the north, it is the only National Park in Oregon. Klamath Falls is a great town for…...
Santa Rosa, a town of 170,000, is the County Seat of Sonoma County. That location puts it solidly in California's wine country and makes it a popular retirement community for baby boomers who enjoy wine and good food. The area is hilly with several nearby state parks. Outdoor activities and a slower lifestyle are also available here in plentiful supply. …...
