Tax season is over… why in the world did I just receive this form in the mail?! Click the video to the right to hear my brief explanation on why you received Form 5498 and what to do with it.
As always, schedule a meeting by clicking HERE. Or call us with any questions, 865-240-2292.
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 video 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 05/29/2019 and are subject to change at any time due to the changes in market or economic conditions.