Wagner Wealth Management

08/17/2026

Required Minimum Distributions can have an impact far beyond your retirement account.

Once RMDs begin, the amount and timing of your withdrawals can affect your taxable income, Medicare premiums and overall retirement strategy.

In our latest article, Wealth Advisor Clay Koch explains what investors should know about RMD deadlines, penalties, Roth conversions and Qualified Charitable Distributions.

Understanding the rules can help you make more informed decisions about your retirement income and tax strategy.

Read the full article: https://wagnerwealthmanagement.com/news/required-minimum-distributions/

Learn the rules for Required Minimum Distributions, including RMD deadlines, tax implications, penalties, Roth conversions and QCDs.

08/06/2026

We are incredibly honored to be named Best Investment Firm in the Upstate for the fourth consecutive year in The Greenville News' Best of the Upstate awards!

Thank you to everyone who voted and to our wonderful clients who continue to place their trust in our team. Your confidence inspires us every day.

We look forward to continuing to provide personalized wealth management strategies and exceptional service to families and business owners across the Upstate.

Read more here:
https://wagnerwealthmanagement.com/news/best-investment-firm-upstate-greenville/

Wagner Wealth Management has been named Best Investment Firm in the Upstate for the fourth consecutive year in The Greenville News' Best of the Upstate awards.

07/16/2026

Tax season may come once a year, but effective tax planning is a year-round process.

Our latest article by Angela Gravley shares practical tax planning strategies designed for high-net-worth families and business owners—from tax-efficient investing to charitable giving and retirement planning.

Read the full article here: https://wagnerwealthmanagement.com/news/year-round-tax-strategies-for-high-net-worth-families-and-business-owners/

For high-net-worth families and business owners, the most effective tax strategies are developed and refined throughout the year.

06/30/2026

We are proud to announce that two members of the Wagner Wealth Management team have been honored in the inaugural SCBIZ Leadership in Business & Finance Awards.

CEO and Founder Dan Wagner was recognized in the Wealth Advisor category, while Wealth Advisor Clay Koch received honors in the Rising Star category.

These awards recognize professionals who demonstrate exceptional leadership, professional achievement, community involvement, and contributions to South Carolina's economic growth.

Congratulations to Dan and Clay on this well-deserved recognition!

Two members of the Wagner Wealth Management team have been honored in the inaugural SCBIZ Leaders in Business & Finance Awards. CEO and Founder Dan Wagner was honored in the…

06/16/2026

Have you organized your estate recently?

A well-structured estate plan can help reduce stress for your loved ones and ensure your wishes are carried out efficiently. Learn key steps to keeping your estate plan current and organized.

https://wagnerwealthmanagement.com/news/estate-planning-checklist/

Learn practical estate planning strategies to help organize your assets, update key documents, and create a smoother transition for your loved ones.

06/10/2026

Please join us in congratulating Jennifer Osgood, President of Wagner Wealth Management, on being named to SCBIZ Top 100 Women list!

This prestigious honor recognizes women across South Carolina who are making a difference through leadership, professional excellence, community service, and mentoring.

We are proud to celebrate Jennifer's accomplishments and grateful for the leadership she provides to our team, clients, and community.

Congratulations, Jennifer!

https://whosonthemove.com/wagner-wealth-managements-osgood-named-to-scbizs-top-100-women/

Jennifer Osgood, President of Wagner Wealth Management, has been named to SCBIZ’s Top 100 Women list. A Clemson graduate, Osgood began her career with Wagner Wealth in 2007 as a…

06/03/2026

Great to see Mimi Edwards recognized as a 2026 SC Women in Business honoree!

Greenville Business Magazine

Mimi Edwards Wagner Wealth Management Chief Operating Officer Greenville Mimi Edwards started at Wagner Wealth Management in 2017 as a licensed administrative assistant. Over the next six years she served in various roles: primary trader, overseeing day-to-day operations and client services, and as....

05/27/2026

Running a successful business takes vision and discipline, and retirement planning should be part of that strategy.

In our latest article, Jennifer Osgood explains how small business retirement plans can help business owners:
✔ Reduce taxable income
✔ Build long-term wealth
✔ Retain valuable employees
✔ Create greater financial flexibility

Learn about SEP IRAs, SIMPLE IRAs, 401(k)s, and other retirement planning options for entrepreneurs and small business owners.

https://wagnerwealthmanagement.com/news/small-business-retirement-plans-2/

Discover how small business retirement plans can help reduce taxes, support employee retention, and build long-term wealth. Learn about SEP IRAs, SIMPLE IRAs, 401(k)s, and defined benefit plans.

05/22/2026

We were honored to sponsor the 2026 Best Buddies South Carolina Friendship Walk at Conestee Park alongside so many incredible families, volunteers, and community supporters.

A special thank you to everyone who helped make this year’s event such a success, raising more than $43,000 to support individuals with intellectual and developmental disabilities across South Carolina. We are especially proud of our own Scott Davis for his continued leadership and involvement with Best Buddies South Carolina.

https://wagnerwealthmanagement.com/community-involvement/sc-best-buddies-friendship-walk-2026/

05/13/2026

Changes are happening to retirement planning in 2026.

If you’re age 50+ and a high earner, new rules under the SECURE 2.0 Act will require Roth catch-up contributions instead of pre-tax savings.

What does that mean for your taxes—and your future income?

We break it down and explain how to plan ahead in our latest article.

Learn how the SECURE 2.0 Act’s Roth catch-up contribution rule will impact high-income earners starting in 2026, and what it means for retirement and tax planning.