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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
Humacao is located on the eastern coast of Puerto Rico, east of Las Piedras. It is nicknamed "the pearl of the Orient." It is home to a very large resort, Palmas del Mar, which has 2 golf courses, riding center, tennis, and miles of beaches. This area of the country is very popular with US expatriates. The University of Puerto…...
Cotachi is an undiscovered village of about 9,000 between two volcanic peaks. It can be viewed from the Pan-American Highway as one travels on the way from Quito and Otavalo north to Ibarra. There are a number of quaint old colonial structures among the shops and residences that comprise most of the village. Expatriates like living in this area for…...
San Jose is one of California's largest cities with a population of almost 1 milllion. It is a very affluent and prosperous city with many educational, cultural, and high-tech business resources. San Jose State University is just one of many colleges in the area....
Alexandria has much to like as a retirement community for active adults. It has an historic district, Old Town, which is set against the Potomac River amongst brick buildings from the 1700’s. It has a strong economic base due to the presence of many non-profits which have their headquarters here. Many employees of the federal government tend to live here…...