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
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Making It Make Sense: The Roth 5-Year Rule
Understanding the Roth 5-year rule is essential to maintaining the tax advantaged treatment of Roth account assets.
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HOT TOPIC: Geopolitics and the U.S. Financial Markets
This article looks at market reactions to previous global conflicts and emphasizes that long-term market movements are generally driven by corporate earnings, interest rates, and the broader economy.
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Key Retirement and Tax Numbers for 2026
This article provides 2026 contribution limits for retirement plans and various tax deduction, exclusion, exemption, and threshold amounts.
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Balancing Life in the Sandwich Generation
The day-to-day demands of supporting multiple generations can take a toll, but planning and support might help achieve a workable balance.
Calculators
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IRA Eligibility
Use this calculator to determine whether you qualify for the different types of IRAs.
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Estate Taxes
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.
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Lifetime Earnings
This calculator is designed to help you attach a dollar figure to your life’s work.
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Cash Flow Analysis
This Cash Flow Analysis form will help you weigh your income vs. your expenses.