When more than wealth matters.

Key dates for tax form distribution

With the individual income tax filing season nearing, you may be searching for your tax documents. Take a look at the table below for estimated distribution dates.

Tax reporting document Approximate availability date
Form 1099-R January 30, 2026
Fair Market Value Statement January 30, 2026
1099 Tax Information Summary February 16, 2026
Income Summary (FYI Statement) February 27, 2026
REMIC Tax Information Summary March 16, 2026
1042-S April 1, 2026
Revised 1099 Tax Information Summary


(tax year 2025 - revision 1)
On or about March 16, 2026
Revised 1099 Tax Information Summary


(tax year 2025 - revision 2)
On or about April 3, 2026
5498 June 1, 2026
Revised 1099 Tax Information Summary


(tax years 2022 – 2025)
*Please note that timing is subject to change.
Monthly beginning May 2026

2025 / 2026 dollar limitations for retirement plans

Some new limitations will apply to retirement plans and other benefit plans in 2026 because of cost-of-living adjustments made by the IRS and the Social Security Administration. Learn more about the limits for 2026.

Global Insight Monthly

GI Monthly

Midterms, the market, and what matters

The U.S. midterm election in November is shaping up to be a referendum on Trump 2.0. We examine historical equity market performance surrounding midterm elections, and what this might be—or might not be—suggesting for this year and next.

Read more in Global Insight Monthly

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Your hard work and determination have brought you here. Congratulations on your graduation! This milestone represents more than a diploma or a degree. It's proof of your commitment, resilience and willingness to invest in yourself. As you step into the next chapter, remember that the skills and confidence you've built will carry you forward. Here's to new beginnings and all the possibilities ahead. #Graduation #NewBeginnings #Congratulations

Today is National 529 Day! As graduations unfold, we're celebrating recent graduates and the benefits of planning ahead for higher education with college savings plans. A special shoutout goes to Chrissy's nephew Nolan, who just graduated Summa Cum Laude from Auburn University and was commissioned as a 2nd Lieutenant in the United States Marine Corps. Congratulations to Nolan and all the members of the Class of 2026! Reach out to us if you'd like to learn more about saving for higher education.

On Memorial Day, we honor the memory of the brave individuals who made the ultimate sacrifice for our country and the families who continue to feel their absence. Their legacy lives on in the lives we're able to lead and the values we hold dear. Today, we remember, we honor, and we say thank you.

That’s a wrap on spring lacrosse for the Marinos! Last practice is done, now it’s time to get ready for the start of summer!

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