Roger Wohlner is a Financial Writer at various prominent financial outlets. He specializes in topics such as retirement planning, saving and investing, credit health, and debt management, with a keen focus on personal finance and investment strategies. Roger's insights have been featured in notable publications including Bankrate, MarketWatch, and Investopedia, among others.
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Roger Wohlner's articles indicate a focus on providing practical advice and investment analysis within the realms of personal finance, retirement planning, tax planning, and wealth management. He frequently offers "how-to" guides and investment analyses in these areas.
If reaching out to Roger with pitches, consider offering clear actionable tips or detailed how-to guidance for individuals navigating financial decisions related to retirement planning, tax planning, Medicare enrollment, annuities, and wealth management. Additionally, expertise in investment analysis would likely resonate well with him given his coverage attributes.
Given the absence of geographic specificity in Roger's coverage attributes or article titles provided here suggest that he does not have a specific geographic focus but rather provides insights relevant to a broad audience.
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Many people think their taxes will drop once they hit retirement. In many cases, the reality is just the opposite.
What You Need To Know Most clients take RMDs as cash distributions. In-kind RMDs can be appropriate in a down market or for clients who don't need the cash.
By: Roger Wohlner
Social Security retirement benefits are one of the key components of retirement income for many retirees. Your benefit is based on your top 35 years of lifetime earnings. Those with
For those newly single in their 50s or older, consider a number of key financial planning issues to help your financial and retirement plans stay on track.
Business By Roger Wohlner TheStreet Updated June 1, 2026 6:33 AM
A bond ladder offers a way to build a level of financial stability into your portfolio, according to Charles Schwab . Individual bonds and CDs held
Reentering the workforce after retirement is more common than many people think, and it presents distinct planning challenges.
What You Need To Know Not all ETFs are as tax-efficient as those that follow broad stock market indexes.
What You Need To Know A fund using borrowed money or leverage can cause profits earned on an alternative in a tax-exempt account to be taxable.
What You Need To Know Some 25% to 30% of retirees have changed their minds and gone back to work full or part time.
