It’s Time To Review Your IRA Beneficiaries

Courtesy of Freedigitalphotos.net/Stuart Miles

Courtesy of Freedigitalphotos.net/Stuart Miles

As of January 31, 2014, all clients who have an IRA with Hixon Zuercher Capital Management should have received a 2013 Form 5498 in the mail. This form presents all 2013 IRA contribution information, fair market value of the IRA portfolio as of December 31, 2013, as well as the IRA beneficiary summary statement. It is wise to review your beneficiaries every year at this time to be certain you still desire the same primary and contingent beneficiary(s). If you wish to change your beneficiary(s), or are having trouble locating them on this form, please contact Hixon Zuercher Capital Management so we may assist you in accordance with your need.

Don’t miss Hixon Zuercher 2014 State of the Markets Webinar on Feb 13, 2014 12:00 PM EST at:

https://attendee.gotowebinar.com/register/6278631763793061633

Since March 2009, we’ve been reaping the benefits of a bull market, with the S&P 500 returning over 150%. At this point, many investors are wondering if the growth can continue. Facing the end of quantitative easing, another debt ceiling debate, and a number of geopolitical concerns, we think now is a good time to share our viewpoints with you. Please join us as we analyze what the indicators are pointing to, and discuss what could be in store for 2014. Your family and friends are also encouraged to attend.

After registering, you will receive a confirmation email containing information about joining the webinar.

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