Value statement

Our approach is built on a foundation that supports our goal of helping our clients achieve financial independence through comprehensive financial planning and sound investment management. Over the years, we have earned our clients’ trust by competently assisting them in many areas of their lives, which by definition requires a focus based on building long-term relationships. When describing our process, we accentuate our goal to be your key financial advisor, working in concert with you and your family, and collaborating with other professionals as dictated by your planning needs.

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 2022.

Tax reporting document Approximate availability date
Form 1099-R January 31, 2022
Fair Market Value Statement January 31 2022
1099 Tax Information Summary February 15, 2022
Income Summary (FYI Statement) February 28. 2022
REMIC Tax Information Summary March 15, 2022
1042-S April 1, 2022

Revised 1099 Tax Information Summary 

(tax year 2020 - revision 1)

On or about March 18, 2022
Revised 1099 Tax Information Summary
(tax year 2020 - revision 2)
On or about April 8, 2022
5498 June 1, 2022
Revised 1099 Tax Information Summary
(tax years 2017-2021)
Monthly, beginning May 2022

Let's take the next step together

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

Latest Insights

Are markets playing catch-up to the Fed?

Despite fears of a more aggressive Fed in the face of persistent inflation, it could actually mean better economic outcomes over the long run.

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U.S. recession scorecard update

In our view, an equity investor’s principal focus should be on the U.S. economy—the world’s largest and the one that sets the rhythm and tone for much of the developed world. A U.S. recession has usually been bad news for other economies and equity markets. Every U.S. recession has been associated with a bear market for U.S. stocks—and for most other equity markets. Read the full economic outlook in the latest edition of Global Insight.

Gain financial flexibility

Be prepared for almost any financing need by opening an RBC Credit Access Line. With no cost to set up, no ongoing fees, competitive interest rates and favorable terms, it may be a practical tool to help accomplish your immediate and long-term goals. Contact me today to explore this smart, yet potentially untapped source of opportunity. 

Have you reviewed your life insurance strategy recently?

Life insurance probably isn’t something you think about every day. As your life moves through new stages, your protection strategies need to keep pace. Marriage, the birth of children or grandchildren, the loss of a loved one, or a change in financial responsibility may impact the life insurance strategies you use to safeguard your loved ones. Contact me today for a complementary consultation.

Contact

James Dotzman

215-557-1738
james.dotzman@rbc.com