It's rollover season: Roll over an IRA or old 401(k) and get up to 1 year managed free. See details

Limited time offer: Sign up today and get up to 1 year managed free. See details

Resources Archives for rogerwohlner s

About the Author: Roger Wohlner

Roger Wohlner is an experienced financial advisor based in Arlington Heights, Ill. His expertise includes providing financial planning and investment advice to individual clients, 401(k) plan sponsors, foundations and endowments. Roger contributes to his own popular finance blog, The Chicago Financial Planner, where he writes about issues concerning financial planning, investments and retirement plans. His work has been featured on US News & World Report, Yahoo! Finance, Equifax Finance Blog and other publications. Roger is available for additional freelance financial writing assignments.

You can contact Roger via email or follow on Twitter.

All articles by rogerwohlner

What Betterment Offers

We provide solutions for every stage of retirement planning.

Rolling over to a Betterment IRA involves almost no paperwork and allows customers to be invested in as little as two days.

For more information and disclosures about the Betterment Resource Center, click here.  |  See our contributors.