Use this strategy for tax- and penalty-free income during early retirement AJ_Watt / Getty Images Want to retire early? A Roth IRA conversion ladder could help you tap your tax-sheltered retirement ...

Spouses who are the account’s sole beneficiary have the most and best choices Ebony Howard is a certified public accountant and a QuickBooks ProAdvisor tax expert. She has been in the accounting, ...

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Farran Powell is the managing editor of investing at Forbes Advisor. She was previously the assistant managing editor of investing at U.S. News & World Report. Her work has appeared in numerous ...