WELCOME . . . I'm glad to have you visit my website.
Visit "The Process" to see a brief overview to my Method of Operation!
Calculators, Articles, Videos at your fingertips.
My hope is that you find value for the time you spend here.
Sam-
Financial-Profiles
Samuel D. Lechleiter
1119 David Drive
Franklin,
TN
37069
Phone:
- 615-351-6247
Fax:
- 615-377-5312
E-mail:
Newsletters
-
Mega Backdoor Roth: A Tax-Friendly Retirement Strategy for Serious Savers
High earners may not be eligible to contribute to a Roth IRA, but some people can use a workplace plan to save more and create a source of tax-free retirement income.
-
Beneficiary Designations: Who Gets the Money?
It’s a good idea to regularly review beneficiary designations to be sure they are complete and reflect current wishes.
-
The Evolution of Retirement Savings
The retirement savings landscape has changed dramatically over the past 50 years. How might these developments affect tomorrow’s retirees?
-
Tips to Help Preserve Your Inheritance
It’s important for heirs to consider how a windfall might be used to strengthen their finances now and over the long term.
Calculators
-
Life Insurance
How much life insurance would you need to produce a sufficient income stream for your family?
-
Required Minimum Distributions
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 73.
-
Taxable Equivalent Yield
Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.
-
Savings Accumulation
Estimate the future value of your current savings.