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.

Crypto ETFs and Other Ways to Invest in Digital Assets

How HSAs Can Help Your Clients Save for Retirement

7 Important Tax, Retirement Topics for Year-End Planning

How and Why to Use Roth IRAs in Estate Planning

IRA Holders Can Reap Extra Tax Benefits With This Charitable Strategy

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

Tax Plan's Limits on Alts in IRAs Wouldn't Just Hit the Wealthy

What to Do if Congress Locks the Back Door on Roth IRAs

4 Signs Your Client Is Ready for a Roth IRA Conversion

