Sandhill Wealth Management

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Sandhill Wealth Management

Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from Sandhill Wealth Management, Financial planner, 831 West Morse Boulevard, Winter Park, FL.

03/05/2025

Nonelective contributions can be a valuable addition to employer-sponsored retirement plans. Curious about what they are and how they could benefit your business? Swipe through to learn more.

Looking for guidance on retirement plans? Our team is here to help you explore options and design a solution tailored to your company’s goals. Contact us today!

03/04/2025

When planning for retirement, one of the most common concerns is ensuring your savings last. The 4% rule is one approach to sustaining wealth in retirement. Swipe through to learn more.

Let us help tailor a strategy that aligns with your goals. Contact our team today.

03/03/2025

Do you have your bracket handy? No, we’re not talking about those of the sports variety!

Instead, we’re referring to 2025 tax brackets, an important aspect of your financial strategy for the year. Read the graphic to find your expected tax bracket, and feel free to save this post for future reference.

As always, if we can be of help, don’t hesitate to give the office a call.

01/01/2025

As we welcome 2025, we want to extend our heartfelt gratitude for your continued trust and support. It's because of our amazing clients that we can serve our community year after year.

Please note that our office will be closed on Wednesday, January 1st, in observance of the New Year holiday. We will resume regular business hours on Thursday, January 2nd. If you need anything during this time, please reach out and we'll get back to you as soon as possible.

Wishing you a Happy New Year! 🎉

12/23/2024

On behalf of the entire team, we want to extend our warmest wishes to you and your family. Whether you're celebrating with cherished traditions or keeping it simple, we hope your holiday season is filled with joy and warmth.

Please note that our office will be closed on December 24th and 25th, but we'll be back on December 26th to assist you with anything you need.

Merry Christmas!

12/16/2024

As we look ahead to 2025, several key changes to 401(k) plans are set to take effect. With this in mind, we wanted to share two key impacts for employees:

✅ Increased Catch-Up Contributions – Starting in 2025, individuals aged 60 to 63 will see a boost in their catch-up contribution limit for 401(k) plans, increasing to the greater of $10,000 or 150% of the standard catch-up limit, with the amount indexed for inflation. The standard catch-up limit for those aged 50 and older will remain at $7,500.

✅ Required Minimum Distribution (RMD) Changes – The RMD age increased to 73 as of 2023 and is set to rise further to 75 by 2033, providing more time for retirement savings to grow before distributions are required.

If you have any questions or want to discuss how these updates might impact your financial strategy, don’t hesitate to reach out. We're here to help.

12/13/2024

The retirement landscape is evolving, and updates to 401(k) plans are on the horizon for 2025. With this in mind, we wanted to share one key impact for employers:

✅ Plan Portability – Retirement plan service providers will offer automatic portability services, allowing employees to easily transfer their low-balance retirement accounts when changing jobs. This is particularly beneficial for those who typically cash out their plans when switching employers.

If you’re looking to optimize your strategy or have any questions, our team is here to assist. Reach out anytime!

12/09/2024

As 2025 approaches, several important updates to 401(k) plans will take effect. With this in mind, we wanted to share one key impact for employers:

✅ Automatic Enrollment – New 401(k) and 403(b) plans will require businesses to automatically enroll eligible employees at a minimum contribution rate of 3%. This aims to boost retirement savings by making participation the default option.

If you have any questions or want to explore how these updates might impact your financial strategy, our team is here to help.

11/14/2024

As Thanksgiving approaches, our financial advisors are gearing up for the holiday festivities, from watching the parade to indulging in some delicious turkey. But we also know this time of year brings a flurry of financial questions from family members!

With this in mind, we've put together answers to some of the most common queries we get asked during the holidays. Swipe through to learn more.

Need personalized financial advice? Reach out to our team anytime. We're here to help you navigate your financial journey.

Address

831 West Morse Boulevard
Winter Park, FL
32789

Telephone

+13216629270

Website

https://SandhillWealth.com/

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