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Author: Roger Wohlner

Roger is a financial writer who brings his extensive experience as a financial advisor to his writing. His work has been featured in TheStreet, Investopedia, Morningstar Magazine, Go Banking Rates, US News & World Report, Yahoo! Finance, The Motley Fool, and a number of other sites. His blog The Chicago Financial Planner provides information on a wide range of financial topics.
Roger Wohlner

How To Calculate Taxable Amount Of An IRA Distribution

By Roger Wohlner on February 2, 2023
Some of the most well-known investment vehicles, known as IRAs, offer an opportunity to save for retirement in a tax-advantaged way. Whether it is tax-deferred or tax-free, these vehicles can help you secure a wealthy retirement. While both a Traditional and Roth IRA offer great tax advantages for those focused on growth, users need to […]
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Can I Cash Out My 401(k) Without Quitting My Job? 

By Roger Wohlner on March 9, 2022
The question of whether you can get cash from your 401(k) without leaving your employer is yes, in most cases.  The actual means of doing so can vary from plan to plan. When going through this process, it is important to note that an employer offering the plan (known as the plan sponsor) can opt-in […]
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Index Funds vs Individual Stocks: Which Is Better?

By Roger Wohlner on December 21, 2021
As investors, we have several types of investments at our disposal. But what we choose is often shaped by our beliefs about the world and ourselves. One common decision for all stock market investors is the choice between purchasing individual stocks or investing in a group of stocks through index funds. The latter can take […]
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Is $50,000 Per Year A Good Salary In 2023?

By Roger Wohlner on December 14, 2021
You’ve done it. You have landed a job in your field at a salary of $50,000. Go ahead and celebrate! But once you come down to earth, you may quickly be asking yourself a pivotal question; is $50,000 a good amount of annual income? The answer, of course, is not that simple. It has a […]
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Power Your Investing

Choosing the right product and service is essential for your investing. Here are some of the tools and services to help your portfolio grow.
Robinhood
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Fundrise
Passively invest in private real estate deals with as little as $10. Fundrise allows you to own residential and commercial real estate across the U.S. starting at a 1% annual fee.
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