Wagner Wealth Management was proud to serve as a Gold Sponsor of the 34th Annual South Carolina Red Cross Gala on March 21, 2026. Supporting organizations that strengthen our community is an important part of who we are, and this event reflects the meaningful impact that can be achieved when people come together for a… Read more »
The SECURE 2.0 Act and the Roth Catch-Up Contribution Requirement
The SECURE 2.0 Act and the Roth Catch-Up Contribution Requirement A Retirement Planning Pivot By Jennifer Osgood, President, Wagner Wealth Management Previously published in Stroll Magazine April 2026 The SECURE 2.0 Act, passed in late 2022 as a major package of retirement-savings reforms, introduced a meaningful shift in how certain older, higher-paid employees make catch-up… Read more »