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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 in the northwest corner of Massachusetts, Williamstown is a delightful college town (Williams College) nestled in the beautiful Berkshire Mountains. It is a sought after retirement community for these reasons and also because it is boasts an extremely rich cultural environment. The famed Clark Art Institute, the Williams College Museum of Art, and the Williamstown Theatre Festival are just…...
 
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…...
 
 
Dunedin is an old sailing town of about 36,000 with a spectacular setting on the west coast of Florida, just above Clearwater.  Dunedin (pronounced da-need'-in) boasts at least a mile of unobstructed views of Gulf beaches including those on Honeymoon Island and Caladesi Island State Park.  The latter was named the best public beach in America. Its downtown is quaint…...
 
Ocean Isle Beach is a small resort town near the southern-most corner of North Carolina. It is near Sunset Beach and Myrtle Beach. The year-round population is under 700, which swells in the season. The area offers one of America's finest restored beaches, plus the intra-coastal.  Photo of View of the Atlantic Ocean from Ocean Isle Beach, and photo of…...
 
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