Competitive rates for your cash

Managing your day-to-day cash is a critical component of your wealth management plan. To help make sure your cash is working for you, RBC Wealth Management offers a cash sweep program that provides competitive interest rates. Visit RBC Insured Deposits to view our program Terms and Conditions and our current rates.

Maximize your IRA contributions to take advantage of tax benefits

With tax season approaching, now is a good time to review your Traditional or Roth IRA contributions before you file your taxes. You can make your 2024 contributions until April 15, 2025, and you may lower your tax bill. If you are under 50, you can maximize your IRA contributions up to $7,000. If you are 50 and older, you can contribute up to $8,000.

By maxing out your IRA contributions before the April tax deadline, you can give your money more time to deliver tax-deferred, compounded growth. Over time, that can potentially add up. Contact me to discuss the possibility of maximizing your 2024 traditional and Roth IRA contributions before April 15, 2025.

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 me 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

Your journey - Guided

The Mission: Guide clients to achieve the goals and experiences most meaningful them - and the people most important to them. 

Mission = DIMA

     -Discovery:  what is the end goal

     -Investments:  Construct a portfolio unique to every relationship 

     -Manage: Discretionary portfolio management, for qualified clients

     -Adapt:  Customized Wealth Planning: 

                       Wealth creation/building 

                       Retirement Income Planning/distribution 

                       Legacy Planning 

Primary relationship

     -Accredited Investor

     -Qualified Purchaser

     -Next Gen guidance (children, grandchildren, great grandchildren)  

 

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Pleased to serve you in multiple locations

I am proud to be serving clients out of multiple offices. I invite you to contact us to set up a meeting in one of our convenient locations:

Stillwater, MN

350 Main St. N, Suite 106
Stillwater, MN 55082
651-430-5548

Scottsdale, AZ

6710 N. Scottsdale Rd., Suite 150
Scottsdale, AZ 85253
480-609-8609

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