Clay Koch of Wagner Wealth Management Named to Best & Brightest 35 and Under Published previously by UpstateBiz SC and The Greenville Blog GREENVILLE, SC – Clay Koch, a wealth manager with Wagner Wealth Management, has been awarded one of South Carolina’s most respected honors for young professionals Greenville Business Magazine annually honors the Best… Read more »
Wagner Wealth Management Supports the 2026 SC Best Buddies Friendship Walk
Wagner Wealth Management Supports the 2026 SC Best Buddies Friendship Walk Wagner Wealth Management was honored to sponsor the 2026 SC Best Buddies Friendship Walk, held May 3 at Conestee Park in Greenville. The event brought together families, supporters, and community members for a meaningful day that included a one-mile accessible walk, music, and family-friendly… 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 »
Wagner Wealth Named Greenville’s Best Financial Planner for Third Year
GREENVILLE, S.C. — For the third consecutive year, readers of The Post and Courier have named Wagner Wealth Management Greenville’s Best Financial Planner in the Post and Courier Greenville’s Readers’ Choice contest. More than 10,000 readers participated in this year’s voting, which featured hundreds of Upstate businesses and nonprofits. Wagner Wealth Management’s continued recognition reflects… Read more »
Wagner Wealth Management brings home four SC Best in Business Awards
Wagner Wealth Management earns four SC Best in Business Awards GREENVILLE, S.C. — Wagner Wealth Management was honored with four 2025 South Carolina Best in Business Awards this week. Nominated and voted on by the public, the firm received two Gold Awards for Best Company of the Year and Best Financial Brokerage Firm while also… Read more »
What to Do with a Forgotten 401(k)
What to Do With a Forgotten 401(k) How to Reclaim and Maximize Lost Retirement Savings By Jennifer Osgood, President, Wagner Wealth Management Have you ever changed jobs and left behind a 401(k) account? If you’re a successful professional or entrepreneur with a long career, there’s a good chance you have at least one forgotten 401(k)… Read more »
Wagner Wealth Management Honored for Empowering Women
Wagner Wealth Management Honored for Empowering Women Previously published by The Greenville Blog GREENVILLE, S.C. — Wagner Wealth Management has earned a SC Biz News Empowering Women Award. This is the firm’s second consecutive win, having also earned this distinction in 2024. Winners were selected by an internal panel of judges based on a variety of… Read more »
Helping Grandchildren Pay for College: Smart Strategies for Affluent Families
Investing in the Future: Helping Fund Your Grandchildren’s Education By Jennifer Osgood, President, Wagner Wealth ManagementPreviously published by The Greenville Blog For many families, legacy isn’t just about leaving behind wealth—it’s about creating opportunity. Among the many ways you might use your wealth to provide opportunities for future generations, helping fund your grandchildren’s education is… Read more »
Wagner Wealth Management honored as Best of the Upstate
GREENVILLE, S.C. — For the third year in a row, Wagner Wealth Management has been honored as the top investment firm in the Upstate, according to the readers of The Greenville News. Best of the Upstate celebrates and recognizes the top people, places, and businesses the regional community offers. Using a two-tiered voting system, thousands… Read more »
Put Your RMD to Work
Generally, beginning at age 73, retirement account holders must take Required Minimum Distributions (RMDs) from their tax-deferred retirement accounts, including Traditional, Rollover, SEP, and SIMPLE IRAs and employer sponsored retirement plans. These distributions are subject to federal, and sometimes state, income taxes. RMDs are not optional. If you don’t take your RMD, or take out… Read more »