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.
Doing the conversion during a period of decline in the markets can be smart move and provide a solid planning opportunity in this otherwise bleak environment.
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"author": {
"name": "Roger Wohlner",
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"description": "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.\r\n\r\n<span style=\"font-weight: 400;\">In addition to his work as a financial writer, Roger has over 20 years of experience as a financial advisor. </span><span style=\"font-weight: 400;\">Roger earned his bachelor’s degree in finance from the University of Wisconsin-Oshkosh and his MBA from Marquette University. Check out Roger’s </span><a href=\"https://www.linkedin.com/in/rogerwohlner/\"><span style=\"font-weight: 400;\">LinkedIn profile</span></a><span style=\"font-weight: 400;\">.</span>",
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"articles": [
{
"uri": "/2021/12/06/crypto-etfs-and-other-ways-to-invest-in-digital-assets-412-124640/",
"title": "Crypto ETFs and 3 other ways to invest in digital assets",
"byline": "Roger Wohlner",
"kicker": "Analysis",
"prettyDate": "December 06, 2021",
"timeToRead": "5 minute",
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"summary": "Advising clients who are interested in digital assets means extensive due diligence on your part.",
"body": null
},
{
"uri": "/2021/08/05/traditional-401k-or-roth-401k-412-119642/",
"title": "Which is better for a client, a traditional 401(k) or a Roth 401(k)?",
"byline": "Roger Wohlner",
"kicker": "Commentary",
"prettyDate": "August 05, 2021",
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"summary": "For some clients, the combination of a traditional and Roth 401(k) option can open a lot of planning avenues.",
"body": null
},
{
"uri": "/2021/05/26/everything-you-need-to-know-about-bidens-capital-gains-tax-plan-412-116741/",
"title": "What you need to know about Biden's capital gains tax plan",
"byline": "Roger Wohlner",
"kicker": "Commentary",
"prettyDate": "May 26, 2021",
"timeToRead": "10 minute",
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"kickerNode": [
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"summary": "Here's what the president is proposing and how advisors can help clients reduce or avoid capital gains taxes.",
"body": null
},
{
"uri": "/2021/05/04/irs-to-revise-guidance-that-caused-confusion-on-inherited-iras-report-412-115458/",
"title": "IRS to fix inherited IRA guidance that confused advisors",
"byline": "Roger Wohlner",
"kicker": "News",
"prettyDate": "May 04, 2021",
"timeToRead": "6 minute",
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"summary": "Those who inherited an IRA in 2020 should wait for more guidance from the agency before taking a 2021 RMD, Ed Slott says.",
"body": null
},
{
"uri": "/2021/02/19/gifting-stock-to-family-members-what-to-know-412-110981/",
"title": "Gifting stock to family members: What to know",
"byline": "Roger Wohlner",
"kicker": "Commentary",
"prettyDate": "February 19, 2021",
"timeToRead": "12 minute",
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"summary": "Such gifts can provide many benefits, but your clients should consider the tax implications and other factors, too.",
"body": null
},
{
"uri": "/2020/08/11/5-key-ways-to-reduce-taxes-in-retirement-412-102320/",
"title": "5 key ways to reduce taxes in retirement",
"byline": "Roger Wohlner",
"kicker": "News",
"prettyDate": "August 11, 2020",
"timeToRead": "4 minute",
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"uri": "https://images.benefitspro.com/contrib/content/uploads/sites/412/2020/08/Taxes_Retirement_616.jpg",
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"authors": [
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"summary": "Helping clients with financial planning during their retirement years is just as crucial as pre-retirement planning.",
"body": null
},
{
"uri": "/2020/07/27/the-mega-backdoor-roth-explained-412-101462/",
"title": "The mega backdoor Roth explained",
"byline": "Roger Wohlner",
"kicker": "Commentary",
"prettyDate": "July 27, 2020",
"timeToRead": "4 minute",
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"kickerNode": [
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"summary": "For some clients, the mega backdoor Roth strategy is one to consider, if their employer's 401(k) plan allows for it.",
"body": null
},
{
"uri": "/2020/05/14/roth-conversions-during-a-market-decline-do-they-make-sense/",
"title": "Roth Conversions During a Market Decline – Do They Make Sense?",
"byline": "Roger Wohlner",
"kicker": "",
"prettyDate": "May 14, 2020",
"timeToRead": "3 minute",
"image": {
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},
"authors": [
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"webUrl": "/author/profile/roger-wohlner/",
"name": "Roger Wohlner"
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"summary": "Doing the conversion during a period of decline in the markets can be smart move and provide a solid planning opportunity in this otherwise bleak environment.",
"body": null
}
]
}
}
