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

Your wealth management team

Who we are

Foundation Wealth Group is composed of two advisors and a senior client associate, all of whom have worked together at RBC Wealth Management for over 10 years. That 50-year period is merely a start. Add another 50 years in combined service in the industry, investment and commercial banking, and Foundation Wealth Group provides clients an unrivaled worldview to address investment and planning needs in a changing world.

We are committed to the community in which we live, giving our time and financial resources to the needs of children, the advancement of education on all levels and the arts in its various forms. As parents, we each seek, whenever possible, to combine these activities that meet the needs of children, education and the arts.

Investment philosophy

The investment philosophy of The Foundation Wealth Group begins and ends with our primary purpose — the financial well-being of our clients. We have a long-term perspective; we believe in growth as a vehicle for financial success; we are patient and disciplined and we are highly-focused. We believe that owners outperform lenders giving us a strong equity bias. We believe in owning fewer, rather than multiple, assets as a means of outperformance. We believe that our rewards should parallel those of our clients and that our cost structure should favor our clients — not ourselves.

Let's take the next step together

We welcome you to experience the RBC Wealth Management difference yourself. Contact us today to set up a meeting.

Let's start the conversation

If you want to discuss your portfolio or have financial questions, please fill out the below form.

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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.

Matthew Sorenson is currently registered to conduct business with residents of the following states: AK, AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, MA, MD, MI, MN, MO, MT, NC, NH, NJ, NM, NV, NY, OR, PA, RI, SC, TN, TX, UT, VA, WA, WI, WY. California Insurance License # 0B70242.

Matthew Sorenson, NMLS # 1682777, and Tom Griffin, NMLS # 1690390 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.

Tom Griffin is currently registered to conduct business with residents of the following states: AK, AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, MA, MD, MI, MN, MO, MT, NC, NH, NJ, NM, NV, NY, OH, OR, PA, RI, SC, TN, TX, UT, VA, WA, WI, WY.

Read additional advisor disclosures.