Required Minimum Distributions: Understanding the rules, deadlines, and tax implications of RMDs By Clay Koch, Wealth Advisor, Wagner Wealth Management Previously published by Stroll Magazine August 2026 For investors entering their 70s, the focus shifts from making contributions to tax-deferred retirement accounts to taking mandatory withdrawals from them. That’s because the government requires retirees to… Read more »
Small Business Retirement Plans
Small Business Retirement Plans How saving for later can benefit your business now By Jennifer Osgood, President, Wagner Wealth Management Previously published by SCBIZ and Stroll Magazine May 2026 For many small business owners, the daily demands of running a company leave little time to think about retirement planning. However, postponing retirement planning can be… Read more »
Dan Wagner, “Wealth of Experience”
Dan Wagner, founder and CEO of Wagner Wealth Management, was recently featured in the Greenville News Sunday Business Section. The article, titled “Wealth of Experience,” gives a glimpse into Dan’s vision for the firm, as well as the events that led him to create a unique space in the wealth management sector. Read more here:… Read more »