Personal Finance
Advertiser Disclosure
Roger Wohlner

Roger Wohlner

Roger is a financial and business writer who brings his extensive experience as a financial advisor to his writing. He writes on a full range of financial planning related topics including all aspects of personal and business insurance. His experience as a financial advisor includes helping clients evaluate their personal insurance needs and in some cases helping them obtain the coverage needed.

Prior to working as a financial writer and advisor, Roger held a number of corporate financial positions with several companies.

Roger’s work has been featured on TheStreet, Investopedia, Morningstar Magazine, Go Banking Rates, US News & World Report, Yahoo! Finance, Investor Junkie, and numerous other sites. He also ghostwrites for a number of financial services firms as well as for financial advisors.

Roger earned his bachelor’s degree in business with an emphasis in finance from the University of Wisconsin-Oshkosh and his MBA degree from Marquette University.

My blog:The Chicago Financial Planner

Articles by Roger Wohlner

What is Income Investing?

Income investing is a means for investors to generate ongoing income and cash flow from all or a portion of their investment portfolio.

Best Index Funds with Low Expense Ratios for 2023

Index funds offer a low cost way to invest and an easy way to diversify your portfolio among different investment styles.

Can You (And Should You) Use an IRA to Buy a Home?

The issue of whether you can use an IRA, or if you should use your IRA to buy a house is complicated. It's important to understand all sides of this issue before making a decision.

What Is A Backdoor Roth IRA? Your Complete Guide 2023.

The backdoor Roth IRA is a technique to allow taxpayers who earn too much to contribute directly to a Roth IRA to still be able to contribute to one using a backdoor approach.

How to Make Roth IRA Withdrawals Tax- and Penalty-Free

Roth IRAs offer the possibility for tax and penalty-free withdrawals, but the rules are complex. It’s important to understand these rules to be sure you are getting the most out of your Roth IRA.

What is A Roth IRA?

Roth IRAs offer an alternative to traditional IRAs in terms of their tax treatment and other factors. They may be a good addition to your retirement savings efforts.

Roth IRA Contribution and Income Limits 2022 and 2023

Roth IRA contribution and income limits generally are revised each year. These limits determine how much you can contribute to an IRA in general and to a Roth IRA specifically.