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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
Port St. Lucie, located on the East Coast of Florida, is one of the fastest growing communities in the U.S. according to the 2005 Census Bureau. In 1961 it had 250 homes, in 1980 there were 15,000, and in 2020 the population was 204,851. Port St. Lucie Beach is located in St. Lucie County. Port Saint Lucie started as a…...
Sarasota, Florida is a town of 52,000 (the Metro is much bigger) on Florida's Central West coast abutted by the Gulf of Mexico and Sarasota Bay. Development began in the 1920 and a result the town has dozens of historically significant buildings and institutions. This popular retirement community is considered by many to be, after Miami, the cultural capital of…...
Sebastian is one of the fastest growing areas in Florida. The town on the east (Atlantic) coast is just north of Vero Beach and is considered warm in winter. It is on the shores of Indian River Lagoon on Florida’s Treasure Coast. People in retirement make up one of the most important demographic groups in Sebastian which has an estimated…...
Located in western Vermont near the New York border, Middlebury, Vermont, is home to one of America's top liberal arts colleges, Middlebury College. It has to be one of the top settings for a college town of anywhere, and has attracted many baby boomers who are making it their retirement community. The population is 7,000 (2020). Two of the big…...