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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

Nuevo Arenal is a quiet village in Northwestern Costa Rica on Lake Arenal and just below the Arenal Volcano National Park. It is leisurely, tropical, in the thick of lovely rain forests, and enjoys the centerpiece of glossy Lake Arenal. Nearby La Fortuna is a regional tourist center with restaurants, hotels, and tourist bureaus. The altitude is about 1500'. Cost…...
 
Martha's Vineyard is a large and affluent island about 7 miles off the coast of Cape Cod in Massachusetts.  The year round population is about 16,000 but during the summer months it swells over 100,000. Several U.S. Presidents have spent their summer vacations here, notably Bill Clinton and Barack Obama.  According to this quote from Wikipedia, Martha's Vineyard is made…...
 
 
 
Bethesda is one of the most affluent suburbs in the country, located just to the north of and bordering on Washington, D.C. The population is 60,000 and the median household income is over $135,000. Photo of An aerial view of National Institutes of Health in Bethesda, Maryland, courtesy of Wikipedia and U.S. Dept. of Health and Human Services (public domain);…...
 
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