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 »
Strategic Philanthropy in 2025: Maximize Charitable Giving
Strategic Philanthropy in 2025: How to Maximize Your Charitable Giving and Tax Efficiency By Jennifer Osgood, President, Wagner Wealth Management Previously published in Stroll Magazine December 2025 Individuals and families who have accumulated significant wealth often see philanthropy as an important part of their legacy. Charitable giving can also be a key element of a… Read more »