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Roger Wohlner on Muck Rack

Roger Wohlner

Verified
Chicago
As seen in: Medium, MSN, MSN Canada, MSN Singapore, MSN Malaysia, TIME, TIME Stamped, USA Today, Yahoo News, Aol and
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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Roger Wohlner’s Biography

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Roger combines his experience as a financial advisor with his writing background to produce engaging and informative content for a variety of audiences. He enjoys taking complex financial topics and explaining them in an easy to understand fashion.

Roger Wohlner’s Journalist Portfolio

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Social Security: 5 Common Misconceptions and Myths | ThinkAdvisor

Social Security: 5 Common Misconceptions and Myths | ThinkAdvisor

These knowledge gaps can lead to clients making ill-informed decisions about an important source of retiremen…

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Stocks vs. Options: Discover Which May Work Best For You | MagnifyMoney

Stocks vs. Options: Discover Which May Work Best For You | MagnifyMoney

Most investors are familiar with stocks and the stock market. Popular stock benchmarks like the Dow Jones Ind…

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What to Consider Before You Exercise Employee Stock Options | MagnifyMoney

What to Consider Before You Exercise Employee Stock Options | MagnifyMoney

Congratulations if you were recently granted stock options by your employer that are tied to the company's st…

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The Freelance Writer's Guide to Taxes - ClearVoice

The Freelance Writer's Guide to Taxes - ClearVoice

There's a lot to be envied about the freelance lifestyle... but doing your own taxes isn't one of them. We ha…

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Morningstar Magazine - February/March 2017

Morningstar Magazine - February/March 2017

Digital Edition

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Accounting and Record-Keeping Issues for Freelance Writers - ClearVoice

Accounting and Record-Keeping Issues for Freelance Writers - ClearVoice

How do you track your freelance income and expenses? It's not just something to think about at tax time, but …

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Articles

6 IRA Mistakes to Avoid

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By Roger Wohlner Verified
| ThinkAdvisor Verified
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 the temporary "senior deduction" deduction for taxpayers age 65 and over? Get Answer Recently Updated Q&As What is the temporary deduction for auto loan interest? Get Answer Recently Updated Q&As What is the temporary deduction for overtime income?
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Vanguard renames key funds to highlight Morningstar benchmarks Original

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By Roger Wohlner Verified, Celine Provini Verified
| The Street Verified
Investors may notice that “Morningstar” has been added to the name of some of the funds or ETFs they own. Kevin Paul Davis/Shutterstock Recommended on TheStreet Pro View post: Market Indecision: War Uncertainty, Wacky Econ Data, Fake News?
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Annuities pros and cons for your retirement Original

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By Roger Wohlner Verified
| The Street Verified
An annuity is a contract between the account holder and the insurance company. You pay a lump sum or make a series of payments to the insurance company in exchange for regular payments, in many cases for the rest of your life. Annuities have both pros and cons for those planning for retirement. Annuity pros everyone should consider There are a number of pros to annuities including: Guaranteed income.
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Interview

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Have you ever used a typewriter?

I learned to type on a typewriter in high school and typed most of my term papers in college on one.

What's your favorite social network?

I enjoy LinkedIn as it is a great way to interact with fellow professionals and to find great content to read and share with others.

Why did you become a journalist?

I enjoy writing and am passionate about personal finance. This seemed like a great way to educate readers about personal finance.