Tax mailing dates

With tax season upon us, you may be wondering when to expect your documents. Take a look at the chart below for an estimated mailing date and feel free to call us with any questions or to discuss what tax strategies we can implement to lower your taxable income in 2025.

Tax reporting document Approximate availability date
Form 1099-R January 31, 2025
Fair Market Value Statement January 31 2025
1099 Tax Information Summary February 18, 2025
Income Summary (FYI Statement) February 28, 2025
REMIC Tax Information Summary March 15, 2025
1042-S April 1, 2025
Revised 1099 Tax Information Summary
(tax year 2024 - revision 1)		 On or about March 15, 2025
Revised 1099 Tax Information Summary
(tax year 2024 - revision 2)		 On or about April 5, 2025
5498 June 1, 2025
Revised 1099 Tax Information Summary
(tax years 2021 – 2024)		 Monthly, beginning May 2025

Let us help you grow more than wealth

Value statement

Our guiding principle is clients come first. We believe if we put our clients first everything else will follow, including our own personal success.

Our purpose is to work with people who, like ourselves, seek to meet long-term financial goals and a meaningful life which includes a satisfying retirement. We seek long-term relationships with people who have similar aspirations.

Our commitment is to learn and do everything we can to provide services that allow our clients to maximize their financial well-being.
By doing these things well we earn the trust of our clients, the respect of our peers, and a rewarding professional life.

Investment philosophy

  • Develop a comprehensive plan 
  • Diversify within a core allocation 
  • Seek complimentary investment ideas 
  • Make it easy to understand 
  • Stay free of conflicts of interest 
  • Maintain fair and reasonable costs 
  • Monitor ongoing progress

Protecting you and your loved ones

As seniors age, they may become more vulnerable to financial abuse. Age-related mental decline and dementia, as well as becoming more isolated, can cause seniors to make costly financial mistakes. We can provide tips and guidance helping to safeguard you, your family and your assets from financial fraud and abuse.

Checklist against fraud and financial exploitation >

Global Insight Monthly

Global Insight Monthly cover - April 2025

Global equities: a confluence or possibilities

Equity markets have followed diverse paths in the first three months of 2025. We think several factors are now in play that will influence the direction they take from here. Read the Global Insight Monthly »

Take the next step

Whether you're a current client who would like to review your portfolio, or a potential client that would like to learn more about our approach, we would love to hear from you. To set up a consultation, contact us.

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Latest Insights

Chess

Monetary policy possibilities

Apr 24, 2025 | Atul Bhatia, CFA

The Fed has often been quick to cut rates to help support the economy during slowdowns. We look at why the current combination of potential inflationary pressures and policy uncertainty may leave the Fed sidelined longer than some investors may hope.

Read more
Disclosures

RBC Wealth Management does not provide tax or legal advice. We will work with your independent tax/legal advisor to help create a plan tailored to your specific needs.No information, including but not limited to written materials, provided by RBC WM should be construed as legal, accounting or tax advice.

Tim Hansen is currently registered to conduct business with residents of the following states: AK, AZ, CA, CO, DE, FL, GA, HI, IA, ID, IL, KS, MA, MD, MI, MN, MO, MT, NC, NJ, NM, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI.

Tim Hansen, NMLS # 1687986, and Mark Kranz, NMLS # 1532386 through City National Bank, may receive compensation from RBC Wealth Management for referring customers to City National Bank. Banking products and services are offered or issued by City National Bank, an affiliate of RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC and are subject to City National Banks terms and conditions. Products and services offered through City National Bank are not insured by SIPC. City National Bank Member FDIC.

Investment products offered through RBC Wealth Management are not FDIC insured, are not guaranteed by City National Bank and may lose value.

Mark Kranz is currently registered to conduct business with residents of the following states: AK, AZ, CA, CO, FL, GA, HI, IA, ID, IL, KS, MA, MD, MI, MN, MO, MT, NC, ND, NJ, NM, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI. California Insurance License # 4217437.

Jeff Bergh is currently registered to conduct business with residents of the following states: AK, AZ, CA, CO, DE, FL, GA, HI, IA, ID, IL, IN, KS, MA, MD, MI, MN, MO, MT, NC, ND, NJ, NM, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI.

Gary Nelson is currently registered to conduct business with residents of the following states: AZ, CA, CO, DE, FL, GA, HI, IA, ID, IL, KS, MA, MD, MI, MN, MO, MT, NC, NM, NY, OH, OK, OR, PA, SC, SD, TN, TX, VA, WA, WI. California Insurance License # 0i66582.

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