As we near the end of another year it is always wise to review your financial situation.  LEFP has created a checklist to help you evaluate your progress, maximize opportunities and prepare you for the upcoming tax reform changes. 

We will walk you through a review of your:

  • 401(k)
  • IRA, SEP IRA and 529 Plans
  • Roth IRA Conversions
  • Tax Loss Harvesting
  • Donor Advised Funds (more info here)
  • Pre-paying property tax
  • Flexible Spending Accounts
  • Credit Monitoring and Cyber Security (more info here)

As always, our advisors are happy to answer your questions and guide you through this process.  Schedule your free consultation today, 865-240-2292.  

Download your copy of the checklist here:  LEFP Year End Checklist 2017


Please remember that past performance may not be indicative of future results. Different types of investments involve varying degrees of risk and there can be no assurance that the future performance of any specific investment, investment strategy, or product made reference to directly or indirectly in this document will be profitable, equal any corresponding indicated historical performance level(s), or be suitable for your portfolio. Moreover, you should not assume that any information or any corresponding discussions serves as the receipt of, or as a substitute for, personalized investment advice from Leading Edge Financial Planning personnel. The opinions expressed are those of Leading Edge Financial Planning as of 12/21/2017 and are subject to change at any time due to the changes in market or economic conditions.

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