Roger Wohlner
TheStreet
Chicago, IL, United States
Contact Roger
Discover and connect with journalists and influencers around the world, save time on email research, monitor the news, and more.
| Recent: |
|
| Past: |
|
Past articles by Roger:
Income and Estate Tax Changes Advisers Need to Know for 2021
Financial advisers need to stake of stock of impending tax rules to help clients navigate 2021. → Read More
Business Planning for Financial Advisory Firms
Here are questions that advisers might consider in developing their firm’s business plan for success in 2021. → Read More
Employees’ 401(k) Options When Leaving Their Job
What to do with a 401(k) when leaving a job is a key decision for financial advisers and their clients. Here are some of the options. → Read More
How has COVID-19 Changed Financial Planning?
Embracing new technology will be key to financial advisory firms' ability to serve their clients securely → Read More
Why Investors Should Choose an Adviser who Is a Fiduciary
Financial advisers need to help their clients understand the advantages of acting as a fiduciary → Read More
Advisers Can Help With When to Claim Social Security
Timing can be critical when seeking the highest possible Social Security benefit. → Read More
What Biden’s 401(k) Tax Plan Could Mean for Investors
Financial advisers can help clients review options for taxes and their retirement savings under Biden administration. → Read More
The HSA as Another Retirement Plan Option
Financial advisers can help their clients use HSAs as an additional retirement savings vehicle. → Read More
How Financial Advisers Can Help With Medicare Open Enrollment
Advisers can provide insight on healthcare costs and Medicare benefits for their eligible clients. → Read More
Helping Employees Prepare for Open Enrollment
Financial advisers can help clients determine the best strategies during their workplace open enrollment period. → Read More
Planning Strategies for Single Savers
Single folks may face additional challenges when planning for their financial future → Read More
Tax-Loss Harvesting Is a Tool for all Seasons
Realizing a tax loss can result in tax savings beneficial to an investor’s overall situation. → Read More
How Financial Advisers can Help Couples Navigate Divorce
Before, during and after divorce, couples need a team to help manage the financial breakup and plan ahead. → Read More
Explaining the Benefits of Investment Diversification
Advisers can help their clients understand the importance of asset allocation and diversification. → Read More
Charitable Giving Options for 2020
This year, there are several changes that financial advisers can consider to help clients use charitable donations to offset their taxes. → Read More
Estate Planning Is not Just for the Wealthy
Financial advisers play a key role in helping people determine priorities for transferring their assets. → Read More
Mid-Year Financial Reviews for Advisers and Clients
This year has been anything but normal. Advisers need to adapt their mid-year reviews to reflect the unexpected. → Read More
Why Advisers Should Communicate with Clients’ Adult Children
From family meetings to providing resources, advisers need a strategy for helping their clients’ adult children. → Read More
How Advisers can Help Clients Cope with a Job Loss
As the economy falters, workers in their 40s and 50s can be particularly hard-hit by unexpected job loss. → Read More
Undoing RMDs for 2020: Recent IRS Updates
New timeframes and deadlines expand eligibility for reversing RMDs and saving on taxes → Read More