Roger Wohlner
Roger is a financial writer who brings his extensive experience as a financial advisor to his writing. Fluent on a wide range of financial topics, his work has been featured in MarketWatch, TheStreet, Investopedia, Morningstar Magazine, GOBankingRates, US News & World Report, Yahoo! Finance, The Motley Fool and a number of other sites. Roger ghostwrites extensively for financial advisors, financial services providers and investment managers. In addition to his work as a financial writer, Roger has over 20 years of experience as a financial advisor. Roger earned his bachelor’s degree in finance from the University of Wisconsin-Oshkosh and his MBA from Marquette University. Check out Roger’s LinkedIn profile.

November 23, 2021
How HSAs Can Help Your Clients Save for Retirement

November 17, 2021
7 Important Tax, Retirement Topics for Year-End Planning

November 09, 2021
How and Why to Use Roth IRAs in Estate Planning

November 03, 2021
IRA Holders Can Reap Extra Tax Benefits With This Charitable Strategy

October 19, 2021
Year-End Roth IRA Planning: 4 Reasons to Convert in 2021

October 07, 2021
Tax Plan's Limits on Alts in IRAs Wouldn't Just Hit the Wealthy

September 22, 2021
What to Do if Congress Locks the Back Door on Roth IRAs

September 07, 2021
4 Signs Your Client Is Ready for a Roth IRA Conversion

August 31, 2021