Roger Wohlner

Contributing writer

About the author

Roger Wohlner is a contributing writer for Bankrate.

Retirement annuities: Pros and cons of annuity investing

An annuity can provide lifetime income. But they come with several advantages and disadvantages to know about.

6 min read Apr 10, 2024
What is a reverse stock split?

Here’s how a reverse split works and why some companies do them.

3 min read Feb 05, 2024
Roth solo 401(k): What it is and who should get one

A solo 401(k) offers the same employee contribution limits as a 401(k) with an employer.

4 min read Jan 08, 2024
What is a fiduciary?

Our writers and editors used an in-house natural language generation platform to assist with portions of this article, allowing them to focus on adding information that is uniquely helpful. The article [...]

5 min read Oct 31, 2023
What is wealth management and do you need it?

Whether you’re climbing the corporate ladder or looking to preserve a vast fortune for your heirs, this guide can get you started with wealth management.

6 min read Jul 27, 2023
What is a charitable trust?

Looking to help out a great cause while also gaining a number of key advantages? Here’s how a charitable trust works.

4 min read Sep 13, 2022
What is FINRA and what does it do?

Here are the key details of FINRA, some of its benefits and how it differs from the SEC.

3 min read Sep 08, 2022
Grantor trust: What it is and a guide to how the rules work

This revocable trust has all its income and deductions reported on the owner’s tax return. Learn more about how it works.

3 min read Aug 24, 2022