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Tag: IRA

It’s Time To Review Your IRA Beneficiaries

by Adam Zuercher | Jan 31, 2014 | Economy, Investing, Personal Finance

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...

Increasing the Impact of Year End Charitable Giving

by Adam Zuercher | Dec 20, 2013 | Personal Finance

With the end of 2013 approaching, many of our clients are thinking about what charitable gifts they want to make. Here are a few tips on giving effectively and maximizing the tax deductibility of your gifts. Keep the Calendar in...

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Tag: IRA

It’s Time To Review Your IRA Beneficiaries

Increasing the Impact of Year End Charitable Giving

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