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.
