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


Welcome to GEN Group

How we serve you:

Our team represents three generations of financial advisors with more than 100 years of combined experience in financial planning and retirement plan consulting. We are located in McLean, Virginia, but work with individual clients and retirement plans across the country- many whose families also span across several generations. 

Whether you are starting a new job, growing a family, building your business, dreaming of a vacation house, planning for retirement, or creating a long-lasting legacy, our team can handle the planning, execution, and detail of a well-constructed plan and react to the unknowns that life has to offer. 

GEN Group – private client & retirement plan advisory services

At GEN Group, our focus is on enhancing the financial health of individuals and plan sponsors, using a generational  approach to best serve the wide range of our clients and plan participants.

For individuals & families:

Our work with private clients and retirement plan participant’s centers on creating a personalized, wealth planning process that addresses the unique needs of individuals and families. Some of our services include:

  • Analysis of savings & spending strategies to improve financial health
  • Exploring options for generating income in retirement
  • Preparing for college and major expenses
  • Investment and portfolio strategies to support lifestyle and retirement We recognize the distinct generational issues that are faced by individuals and families.

Our practice is structured to provide advice and financial wisdom on a variety of issues that one encounters throughout their life and career. Learn more.

For plan sponsors:

Our work with plan sponsors centers on effective plan design and management, transparency of fees and a customized employee experience that helps offer significant value. Our team works with you to deliver these results by:

  • Quarterly plan review and analysis
  • Investment fund monitoring
  • Custom employee education and one on one guidance
  • Plan operations, conversion, fiduciary support

Our comprehensive approach helps organizations reinforce the value of their retirement benefits to employees and produces measurable results to the core retirement benefit objectives for the organization. Learn more.

Our credentials and awards

Gen Group at RBC Wealth Management is committed to providing our expertise and experience on financial and investment topics. Our financial advisors have multiple credentials and have been nationally recognized for excellence and commitment to the retirement advisory industry.

  • Matthew Lanham – Certified Financial Planner®, Certified Investment Management Analyst®, Chartered Financial Consultant®, Certified Plan Fiduciary Advisor®
  • Michael Aylward – MBA in Finance, Chartered Retirement Plan Specialist®, 2018, 2019, 2020 Financial Times 401 Top Retirement Advisors
  • Natalie Miller – Certified Financial Planner®
  • Nicole Aguinaldo – Chartered Retirement Plan Specialist®

To learn more about how the GEN Group can work with you, please contact us today. 

GEN Group: About us – Private wealth services

Discover what GEN Group can do for you – Private wealth services. 

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    GEN Group: About us – Retirement plan services

    Discover what GEN Group can do for you – Retirement plan services.

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      Our latest presentation

      15 minutes with GEN Group

      In our first check-in call of 2023, we highlight the major features of Secure Act 2.0, give updates on 2023 retirement savings contribution limits and fill you in on what’s new with our team.

      Watch the webinar

      2022 year-end checklist

      It is time for a year-end check-in! Please join us for an in-depth look at the topics that you should be reviewing as we approach the end of 2022. We will provide updates on 2023 retirement savings contributions limits, savings strategies, and things that you should be doing now to get ahead in 2023.

      Watch the webinar

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      Let's start the conversation

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

      To protect your privacy, we ask that you not send any confidential information, such as bank account numbers, credit card information or account details, through this contact us 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.

      The 2019 Financial Times "400 Top Financial Advisors" award was announced April 2019. Data as of 6/30/2018. The award is an independent listing produced annually by the Financial Times. The FT 400 is based on data gathered from advisors, broker-dealer home offices, regulatory disclosures, and the FT’s research. The listing reflects each advisor’s status in six primary areas: assets under management (AUM), asset growth, compliance record, experience, credentials and online accessibility. The financial advisor does not pay a fee to be considered for or to receive this award. This award does not evaluate the quality of services provided to clients. This is not indicative of this financial advisor’s future performance.

      The 2020 Financial Times "Top 401 Retirement Advisors" award was announced October 2020. Data as of 12/31/2019. The award is an independent listing produced annually by the Financial Times. The FT 401 is based on data gathered from advisors, broker-dealer home offices, regulatory disclosures, and the FT’s research. Criteria for the award includes defined contribution (DC) plan assets under management, growth in DC plan business, specialization in the DC business, years of experience, industry certifications and compliance record. The financial advisor does not pay a fee to be considered for or to receive this award. This award does not evaluate the quality of services provided to clients. This is not indicative of this financial advisor’s future performance.

      The 2019 Financial Times "Top 401 Retirement Advisors" award was announced October 2019. Data as of 12/31/2018. The award is an independent listing produced annually by the Financial Times. The FT 401 is based on data gathered from advisors, broker-dealer home offices, regulatory disclosures, and the FT’s research. Criteria for the award includes defined contribution (DC) plan assets under management, growth in DC plan business, specialization in the DC business, years of experience, industry certifications and compliance record. The financial advisor does not pay a fee to be considered for or to receive this award. This award does not evaluate the quality of services provided to clients. This is not indicative of this financial advisor’s future performance.

      Matthew Lanham is currently registered to conduct business with residents of the following states: AZ, CA, CO, CT, DC, DE, FL, GA, ID, IL, KS, LA, MA, MD, ME, MI, MO, MS, NC, NE, NH, NJ, NM, NY, OH, OK, OR, PA, SC, TN, TX, VA, VI, VT, WA, WI. California Insurance License # 0f19917.

      Michael Aylward is currently registered to conduct business with residents of the following states: AZ, CA, CO, CT, DC, DE, FL, GA, ID, IL, IN, LA, MA, MD, MI, NC, NE, NJ, NM, NY, OH, OK, OR, PA, SC, TX, VA, WA, WI. California Insurance License # 0F42921.

      Natalie Miller is currently registered to conduct business with residents of the following states: AZ, CA, CO, CT, DC, DE, FL, GA, ID, IL, KY, LA, MA, MD, MI, NC, NE, NH, NJ, NM, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY.

      Laurel Kent is currently registered to conduct business with residents of the following states: CA, CT, DC, DE, FL, IL, MA, MD, ME, NC, NH, NM, NY, VA.

      Stacia Apostolos is currently registered to conduct business with residents of the following states: AZ, CA, CO, CT, DC, DE, FL, GA, ID, IL, IN, KS, LA, MA, MD, ME, MI, MN, MO, MS, NC, NE, NH, NJ, NM, NY, OH, OK, OR, PA, SC, TN, TX, VA, VI, VT, WA, WI.