Roger Wohlner
@rwohlne3
Financial writer for financial advisors, investment managers and financial sites. Veteran financial advisor. Based in Chicago's NW Suburbs. Packer fan.
ID: 1305431334
http://linkedin.com/in/rogerwohlne 26-03-2013 19:53:39
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Tax-Smart Portfolio Moves for the End of 2024 thinkadvisor.com/2024/10/16/6-t… <= my latest via ThinkAdvisor
Not All Index ETFs Are the Same fooletfs.com/insights/not-a… <= my article for The Motley Fool asset management blog
Maximizing Social Security Benefits foolwealth.com/insights/maxim… <= my latest for The Motley Fool wealth management blog
What to Know About Investing in Private Credit thinkadvisor.com/2024/10/31/wha… <= my latest for ThinkAdvisor
Trump's Election and 2024 Tax Planning: What's an Uncertain Client to Do? thinkadvisor.com/2024/11/13/tru… <= my latest for ThinkAdvisor
Tips for an Unplanned Early Retirement foolwealth.com/insights/tips-… <= my latest for the The Motley Fool wealth management blog
Double coverage: Medicare pays insurers billions a year to cover veterans who instead get treated at the VA. “I don’t think I’ve used my Medicare in years.” wsj.com/health/healthc… via The Wall Street Journal
ETF Share Classes in Mutual Funds: What to Know thinkadvisor.com/2024/12/09/etf… <= my latest for ThinkAdvisor
You guys want to see a cheap sports organization? In this video my best friend&his nephew get called onto court for a special segment where they gift the kid a PS5 publicly… w/cameras off they TOOK IT AWAY and gave him a jersey. 😂 Take a bow Charlotte Hornets… crushed the kid
The Most Confusing Inherited IRA Questions, Answered thinkadvisor.com/2024/12/23/the… <= my latest for ThinkAdvisor
My latest for ThinkAdvisor thinkadvisor.com/2025/01/14/buf…
My latest for ThinkAdvisor thinkadvisor.com/2025/02/28/how…