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.

How to Help Clients Avoid Capital Gains Taxes

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



