Roger Wohlner

Chicago

Financial Writer at Freelance

Financial writer for financial advisors, investment managers and financial sites. Veteran financial advisor. Based in Chicago's NW Suburbs. Packer fan.

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Articles

How to Make the Most of RMDs

1 week ago | thinkadvisor.com | Roger Wohlner

Immediate Answers to Critical Tax Questions At Your Fingertips Keep up with the latest tax rules and regulations with weekly, exclusive updates by our Tax Facts experts. Get More Information Recently Added Q&As Recently Updated Q&As What is a high deductible health plan for purposes of an HSA? Get Answer Recently Updated Q&As Are remote workers eligible for leave under the Family and Medical Leave Act (FMLA)?
How Roth Conversions Fit Into 2025 Planning

2 weeks ago | thinkadvisor.com | Roger Wohlner

Immediate Answers to Critical Tax Questions At Your Fingertips Keep up with the latest tax rules and regulations with weekly, exclusive updates by our Tax Facts experts. Get More Information Recently Added Q&As Recently Updated Q&As What is a high deductible health plan for purposes of an HSA? Get Answer Recently Updated Q&As Are remote workers eligible for leave under the Family and Medical Leave Act (FMLA)?
These Retirement Planning Steps Can Protect You From The Hidden Threat Of 'Sequence Of Return Risks'

3 weeks ago | investors.com | Roger Wohlner

When it comes to retirement planning, investors need to defend against a hidden risk that follows a sharp market downturn. The timing, or sequence, of falling markets early in retirement can drain retirement assets and affect people's lifestyle for years to come. It's called the sequence of return risk. In this situation, investors encounter a substantial drop in the market as they enter retirement or in the early years of their retirement. The word "sequence" is key here.
How Clients Can Maximize College Financial Aid

1 month ago | thinkadvisor.com | Roger Wohlner

Immediate Answers to Critical Tax Questions At Your Fingertips Keep up with the latest tax rules and regulations with weekly, exclusive updates by our Tax Facts experts. Get More Information Recently Added Q&As Recently Updated Q&As What is a high deductible health plan for purposes of an HSA? Get Answer Recently Updated Q&As Are remote workers eligible for leave under the Family and Medical Leave Act (FMLA)?
Retirement annuities: Pros and cons of annuity investing

1 month ago | abc6onyourside.com | Roger Wohlner

Retirement annuities: Pros and cons of annuity investingby Roger WohlnerThu, April 10th 2025 at 1:40 PMWestend61/Getty Images
Pros and cons of annuity investing

1 month ago | news4sanantonio.com | Roger Wohlner
Retirement annuities: Pros and cons of annuity investing

1 month ago | wjla.com | Roger Wohlner

An annuity is a contract issued by an insurance company that pays a stream of income for a specified period or, often, for the remaining life of the contract holder. Insurance agents and registered representatives often sell annuities as a way to provide a steady stream of income for their clients’ retirement needs. But you should consider several pros and cons before investing your retirement funds in an annuity.
Retirement annuities: Pros and cons of annuity investing

1 month ago | wtov9.com | Roger Wohlner

An annuity is a contract issued by an insurance company that pays a stream of income for a specified period or, often, for the remaining life of the contract holder. Insurance agents and registered representatives often sell annuities as a way to provide a steady stream of income for their clients’ retirement needs. But you should consider several pros and cons before investing your retirement funds in an annuity.
Retirement annuities: Pros and cons of annuity investing

1 month ago | turnto10.com | Roger Wohlner

An annuity is a contract issued by an insurance company that pays a stream of income for a specified period or, often, for the remaining life of the contract holder. Insurance agents and registered representatives often sell annuities as a way to provide a steady stream of income for their clients’ retirement needs. But you should consider several pros and cons before investing your retirement funds in an annuity.
Pros and cons of annuity investing

1 month ago | cbsaustin.com | Roger Wohlner