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Roger Wohlner @rwohlner

Financial writer for financial advisors, investment managers and financial sites. Veteran financial advisor. Based in Chicago's NW Suburbs. Packer fan.

Joined April 2009
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My latest for ThinkAdvisor thinkadvisor.com/2026/06/11/…

Avoiding Tax, Social Security and Medicare Pitfalls of Unretirement

Reentering the workforce after retirement is more common than many people think, and it presents distinct planning challenges.

thinkadvisor.com
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My latest for TheStreet thestreet.com/investing/bond…

Bond ladders: how to build a stairway to stability

A bond ladder is a fixed-income strategy that involves owning a series of individual bonds or CDs that mature at various points in time.

thestreet.com
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My latest for The Street thestreet.com/retirement/how…

How does Medicare IRMAA work?

The Medicare IRMAA surcharge is assessed to your Part B and Part D Medicare premiums if your income from two years ago exceeds certain levels.

thestreet.com
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My latest for TheStreet thestreet.com/retirement/new…

Newly single age 50 or older? – financial planning issues

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.

thestreet.com
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My latest for TheStreet thestreet.com/retirement/spo…

Spousal Social Security benefits an option for married couples, exes

If your own Social Security payment is relatively low, it might benefit you to look at spousal benefits or ex-spousal benefits, if you are divorced.

thestreet.com
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My latest for ThinkAdvisor thinkadvisor.com/2026/05/14/…

Should Your Client Take Their RMD in Stock?

Clients can transfer securities to a taxable account without selling them or otherwise taking a cash distribution.

thinkadvisor.com
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My latest for TheStreet thestreet.com/retirement/tax…

Taxes in retirement – what to know

Many people think their taxes will drop once they hit retirement. In many cases, the reality is just the opposite.

thestreet.com
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My latest for ThinkAdvisor thinkadvisor.com/2026/05/01/…

3 Keys to Retirement Planning for Executive Clients

Their transitions can be made more difficult by their company role, higher income levels and layers of compensation.

thinkadvisor.com
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My article for TheStreet thestreet.com/retirement/tak…

Taking Medicare while working comes with unexpected complications

Understanding the dos and don'ts of Medicare can be challenging under normal circumstances. Add income from working to the equation, and things can get even murkier.

thestreet.com
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My article for TheStreet thestreet.com/personal-finan…

What is asset location and why does it matter?

This key issue related to taxes on investments can impact net returns after taxes on investments.

thestreet.com
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My latest for ThinkAdvisor thinkadvisor.com/2026/04/15/…

4 Ways Advisors Help Clients Manage RMDs

Advisors shared real-life examples of how they helped clients minimize these distributions — and lighten the tax hit.

thinkadvisor.com
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My article for TheStreet - Understanding the new 401(k) catch-up contribution rules thestreet.com/retirement/und…

Understanding the new 401(k) catch-up contribution rules

In 2026, 401(k) participants who are 50 or older and high earners will face new rules regarding catch-up contributions made to their employer’s 401(k) plan.

thestreet.com
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Understanding the new 401(k) catch-up contribution rules thestreet.com/retirement/und… My latest for TheStreet

Understanding the new 401(k) catch-up contribution rules

In 2026, 401(k) participants who are 50 or older and high earners will face new rules regarding catch-up contributions made to their employer’s 401(k) plan.

thestreet.com
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My latest for ThinkAdvisor thinkadvisor.com/2026/03/24/…

What Clients Should Know About Buying a Second Home

Whether they're looking for a residence or an investment, there are financing, tax and estate planning issues to consider.

thinkadvisor.com
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My latest for the Motley Fool Wealth Management blog foolwealth.com/insights/fina…

Financial Planning Issues for the Newly Single in Their 50s or Older

Learn how to take financial inventory when a spouse dies or you go through a divorce.

foolwealth.com
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My latest for ThinkAdvisor thinkadvisor.com/2026/03/18/…

Should Your Client Relocate in Retirement?

It's important to look at the whole picture — financial and otherwise.

thinkadvisor.com
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My latest for ThinkAdvisor thinkadvisor.com/2026/03/13/…

Retirement Before 65: How to Pay for Health Costs Until Medicare Kicks In

More than half of workers retire before reaching Medicare age. Here's how advisors can help.

thinkadvisor.com
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My latest for ThinkAdvisor thinkadvisor.com/2026/03/13/…

Retirement Before 65: How to Pay for Health Costs Until Medicare Kicks In

More than half of workers retire before reaching Medicare age. Here's how advisors can help.

thinkadvisor.com
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My latest for the Motley Fool Wealth Management blog foolwealth.com/insights/what…

What to Consider Around Taking Medicare While Working

More and more people over 65 years old are continuing to work. What’s your healthcare coverage strategy? Learn more about Medicare while working.

foolwealth.com
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My latest for the Motley Fool Asset Management blog fooletfs.com/insights/lookin…

Looking Beyond the 60/40 Portfolio

The 60/40 portfolio, consisting of stocks and bonds, has been the standard investing strategy for years. What’s next?

fooletfs.com
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