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.
April 26, 2021
IRS to Fix Inherited IRA Guidance That Confused Advisors
April 15, 2021
Advising Clients on IRA Contributions After Age 70½
March 26, 2021
Is an Annuity Really Worth It?
March 18, 2021
How the Rising RMD Age Could Affect Your Clients
January 25, 2021
Gifting Stock to Family Members: What to Know
January 05, 2021
Roth IRA Conversions: What Advisors Need to Know
September 28, 2020
Helping Business Owner Clients Craft a Business Exit Strategy
August 20, 2020