Roger Wohlner

Roger Wohlner

Roger Wohlner is an experienced financial advisor based in Arlington Heights, Ill. His expertise includes providing financial planning and investment advice to individual clients, 401(k) plan sponsors, foundations and endowments. He is active on social media; you can follow him on Twitter and Google+. Roger contributes to his own popular finance blog, The Chicago Financial Planner, where he writes about issues concerning financial planning, investments and retirement plans. His work has been featured on US News & World Report, Yahoo! Finance, Equifax Finance Blog and other publications. Roger is available for additional freelance financial writing assignments.

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  1. IRAs

    6 IRA Tax Changes That Could Impact You Soon

    Here are several potential measures that could come before Congress in 2017 that would negatively impact the tax benefits of IRAs.
  2. Markets & Economy

    Will Trump's Win Change Low Return Assumptions?

    A prolonged bull market has many lowering their return expectations going forward. Should they under a Trump presidency?
  3. FA Profession

    3 Things Retired Clients Should Do Before Year-End

    These are the three most important things retired clients should review before the end of the year.
  4. FA Profession

    How to Help Clients Harvest Tax Losses by Year End

    Here's how to help clients employ tax-loss harvesting to reduce their taxes before year end.
  5. Investing

    Senior Living REITs: Good for Your Portfolio?

    Even if REITs are already part of your investment portfolio, senior living REITs might be a smart addition, provided you are aware of the risks.
  6. FA Profession

    How to Talk to Clients After the Election

    Here are a few points to consider when talking with clients about the election to help them stay focused on their long-term goals.
  7. Investing Strategy

    The Best Investment Strategies for a Low-Yield Environment

    Our current economic environment is challenging, so you need to have the best investment strategies for your situation. A yearly review is crucial.
  8. FA Profession

    How to Help Clients Invest an Inheritance

    Here's how to help clients invest an inheritance to ensure they have a solid retirement nest egg.
  9. Retirement

    Stretching Retirement Plans for Clients Who Live to 115

    What are the financial implications of living until age 115—and how do they impact your retirement planning?
  10. FA Relevant

    Will the Backdoor Roth IRA be Eliminated?

    The President’s 2017 budget has proposed several changes to the rules regarding retirement accounts with those for Roth IRAs being the most drastic.
  11. FA Profession

    Tips to Help Your Clients Make the Most of RMDs

    Here are some tips for advising clients faced with taking required minimum distributions.
  12. FA Profession

    How to Help Clients Manage Roth IRA Distributions

    Here's how the five-year rule works with Roth IRAs and what to consider for clients.
  13. FA Profession

    How to Help Clients Avoid Costly Medicare Mistakes

    Helping clients manage their Medicare choice means they can avoid costly mistakes and make their retirement nest egg go a bit further.
  14. Choosing an Advisor

    Fee-Only Financial Advisors: What You Need to Know

    Are you considering hiring a fee-only financial advisor or one who is compensated via commissions? Read this first.
  15. FA Relevant

    Top Tips for Retirement Account Withdrawals

    Top things you need to know when it comes to managing the complex task of retirement account withdrawals.
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