Roger Wohlner, TheStreet

Roger Wohlner


Chicago, IL, United States

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Recent articles by Roger:

How Advisers Can Help Clients Prepare for Future Inflation

Inflation has been tame, but there are certain costs -- like healthcare -- that still outrun it. → Read More

Be Sure Beneficiary Designations are Up-to-Date

Many people don’t realize the importance of current and accurate beneficiary designations for certain assets. → Read More

Reviewing Life Insurance Needs

A financial adviser can provide essential guidance in determining the need for life insurance and types of products. → Read More

Determining if a Roth Conversion Is Right

Tax rates, market declines and the stimulus bill make this a good year to consider a Roth conversion. → Read More

How Advisers Can Gauge Risk Tolerance

Attitude is important for investors and their advisers in times of economic stress and market volatility. → Read More

Helping Clients Plan for Healthcare in Retirement

From early retirement to Medicare eligibility, managing healthcare costs is an essential part of financial planning. → Read More

What to Know About Tapping Retirement Accounts Early

The CARES Act loosens restrictions on using funds in retirement accounts. → Read More

Your Clients can Delay RMDs, Should They?

The ins and outs of delaying required minimum distributions for 2020. → Read More

How to Make the Most of Extended Tax Filing Deadlines

From income tax deadlines to extra IRA contributions, here’s what you need to know about the CARES Act. → Read More

Tips to Rebalance Your Portfolio

It’s important to periodically review your portfolio and rebalance your asset allocation back to your target allocation, especially during market volatility. → Read More

Financial Planning for Those Within 10 Years of Retirement

Folks closing in on retirement need to take a detailed look at their readiness, with the help of their financial advisers. → Read More

Wealth Transfer Considerations for FA Clients

Financial advisers should consider families, assets, titling, gifting, business ownership and more. → Read More

CARES Act: Paycheck Protection Program Guide for Businesses

The Paycheck Protection Loan offers aid to small businesses. Here is what small business owners need to know to take advantage of this aid. → Read More

Why Financial Advisers Should Consider Writing as a Marketing Tool

One way advisers can get their message out there is writing. Content marketing is a growing area for financial advisers. → Read More

Advising Clients on Old 401(k) Accounts

Clients seek advice on the best options for managing 401(k) accounts from previous jobs. → Read More

What Is the Most Expensive Stock of All Time?

It traded for well over $300,000 a share—what is it, and how much is it now? → Read More

Understanding Self-Directed Retirement Accounts

SDRAs are a good option for clients interested in alternative investments, ranging from real estate to bitcoin and more. → Read More

Solo 401(k) vs. SEP-IRA

The Solo 401(k) and the SEP-IRA are two popular options for folks who are self-employed. → Read More

Roth 401(k) or Traditional 401(k)

Roger Wohlner dives into ways financial advisers can work with their clients on the 401(k) plans best suited to their needs. → Read More

Hedge Funds vs. Mutual Funds

Both hedge funds and mutual funds are investment funds designed to provide return opportunities for investors through professional management and diversification among holdings. → Read More