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.

FAQ: How Roth Conversions Affect RMDs and Estate Planning

FAQ: Does Your Client Know These 2025 Tax Deadlines?

FAQ: Does Your 65-Year-Old Working Client Need to Enroll in Medicare?

How to Plan for Single Clients in the Decade Before Retirement

6 Planning Steps for Clients in Their 30s and 40s

Retirement Planning for Clients in Their 50s

6 Moves Clients Can Make in the 10 Years Before RMDs Start

How to Help Clients Avoid Medicare IRMAA Surcharges

Alts in 401(k) Plans: How to Prepare Your Clients

