Roger Wohlner
Why I’m Thankful for the 401k
I’m old enough to remember a world before the 401k. So distant was this anomaly in the tax code, that I, like nearly everyone else, was unaware of its existence, let alone its significance when it was formulated in 1978. What makes this more ironic was that it was my Congressman, Barber Conable, that led the way.
Exclusive Interview with Roger Wohlner
Popular financial blogger offers thoughts on issues important to financial professionals.
Wall Street’s Whipping Boy and a World Without a Fiduciary Standard
Ron Rhoades explains how and why we lost the fiduciary standard and why that might be a good thing for bona fide fiduciaries.
Exclusive Interview with Roger Wohlner: On Annuities, Target Date Funds and the Fiduciary Standard
“Studies have shown that the largest factor in determining the success level of retirement savers is their level of savings.”
Exclusive Interview: Frontline Producer Explains Controversial 401k Documentary – The Ugly
In choosing ratings points over debate points, Smith sacrificed the logic of the straight-forward for the pyrotechnics of a religious argument, and, in doing so, lost credibility with that portion of his audience that knew better.
Exclusive Interview: Frontline Producer Explains Controversial 401k Documentary – The Bad
In that drive for ratings points, producers often – willingly or unwillingly – must make a pact with the devil.
Exclusive Interview: Frontline Producer Explains Controversial 401k Documentary – The Good
If they only stayed on the straight and narrow path, they would have proved their point.
401k Fee Disclosure: What 6 Months Tells Us
A warning is not the same as protection.
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