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.

IRS to Fix Inherited IRA Guidance That Confused Advisors

Advising Clients on IRA Contributions After Age 70½

Is an Annuity Really Worth It?

How the Rising RMD Age Could Affect Your Clients

Gifting Stock to Family Members: What to Know

Roth IRA Conversions: What Advisors Need to Know




