Tax Strategies, Retirement Transitions, and 401(k) Optimization for Sandia Labs Scientists and Engineers
Families making over $200k: You deserve more than a quarterly call
You're building your success through hard work.
Your work at Sandia National Labs has helped power innovation and protect national security. As you approach retirement or transition into new opportunities, your financial future deserves the same strategic focus.
Whether you're evaluating your 401(k) rollover options, maximizing your pension, or building a plan to reduce future taxes, GWM offers customized guidance designed for Sandia professionals like you.
We help Sandia employees address critical questions like:
How do I roll over my 401(k) after leaving Sandia?
Should I keep my 401(k) at Fidelity, or move it to an independent IRA?
What are the tax implications of rolling over my Sandia retirement accounts?
How can I protect my retirement savings from market volatility?
When and how should I start Required Minimum Distributions (RMDs)?
Partnering Together
Review Your Current Accounts
Understand the strengths and risks within your existing Sandia 401(k), pensions, and investments
Build a Tax-Smart Rollover Strategy
A tailored financial strategy that aligns with your unique goals.
Create a Future-Ready Financial Blueprint
Align your retirement savings, income needs, healthcare costs, and legacy goals into one clear plan
Ready to Take the Next Step?
If you're a Sandia professional preparing for retirement or a career change, let's build a plan that's as strategic as your career.
📞 Schedule your free 15-minute consultation today and get clear, actionable insights — no pressure, just personalized help.
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Are you interested in learning more about how our elevated client experience can help you pursue your goals? We'd love to have a conversation! Please Provide your contact information so we can schedule a time to talk.
All information contained is for educational purposes only and is not tax, legal, or investment advice. Please consult with qualified tax and legal professionals regarding your specific situation. Grinstead Wealth Management (GWM) is a registered investment adviser offering advisory services in the state of New Mexico and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The information on this website is for informational purposes only and does not constitute personalized investment, tax, or legal advice. Past performance is not indicative of future results.
Serving Albuquerque families and retirees with trusted financial planning and investment advice. Grinstead Wealth Management provides clarity through fee-only, relationship-based guidance.
Justin Grinstead is a fiduciary, fee-only advisor registered with the SEC.View Justin’s IAPD report here.
Justin Grinstead is a fiduciary, Fee-Only financial advisor based in Albuquerque, NM, serving families and professionals with holistic financial planning, retirement guidance, tax strategy, and education planning.
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