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.
If you invest in traditional IRAs or employer-sponsored retirement savings plans, it’s important to know that they are not shielded from taxes indefinitely. When you reach age 73, depending on the year you were born you must take required minimum distributions (RMDs) to avoid tax penalties. Contact us today to learn more about your options.
At Perissos Wealth Group, we are very proud that Financial Advisor Michael Matta was named a Top Next-Gen Wealth Advisors Best-in-State in 2025. It's an honor to have a teammate nationally recognized as one of the best in the industry- because it means we are serving our clients well. Congratulations, Mike!
If we think you may be a victim of fraud, we will contact you. Fast action can help resolve issues quickly. A trusted contact person is someone you authorize us to contact in limited circumstances, such as if we're unable to reach you and have concerns about activity in your account. This person should be someone you trust, such as a family member, friend or professional (such as your attorney). Your trusted contact person will not be an authorized party on your accounts and your account details will not be shared with them.
Connect with us today to add a trusted contact person to your account.
At RBC Wealth Management, we’re proud to be one of the largest full-service securities firms in the nation. There are thousands of investment firms to choose from out there, but investors pick us because we offer a comprehensive approach to wealth management and world-class investment solutions. Moreover, we have a reputation for integrity and reliability.
To help our clients live an “abundant life” we are committed to these standards:
We welcome you to experience the RBC Wealth Management difference yourself. Contact us today to set up a meeting.
Learn more about the Perissos Wealth Group to get a deeper insight into what we have to offer our clients.
Please read more about Perissos and each team member's take on their "abundant life" in their bios.
Check out our Team’s latest Newsletter and share your feedback!
Global and domestic headlines have put the focus squarely on U.S. sovereign assets. We look at what steps investors should take in this time of shifting economic messages.
Thinking of the winter games, how might you maximize your financial life to feel like you’re on the medal platform? Read on for some ideas at various life stages.
To help empower your financial future, make certain that tax-planning strategies are integrated into your wealth plan.
June 1, 2023
Global insight weekly
October 30, 2024
Trend & cycle: The long view
May 7, 2025
Trend & cycle roadmap
Long-term economic trends have left the U.S. economy increasingly reliant on spending by upper-income households. We unpack the potential implications for economic stability and Federal Reserve policymaking.
Read more in Global Insight Monthly
Be prepared for many of your financing needs 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 us today to explore this potentially untapped source of opportunity.
If you’ve saved diligently for a family-member’s education—and he or she does not need help funding education expenses—the 529 Plan savings can still be used without tax penalties. You could transfer funds to another child, to a niece/nephew or a grandchild. Or, see if room, board and textbook costs can be covered. You might even be able to pay for college credits for a qualifying gap year program. Contact us to discuss your education savings options in more detail.
We are fortunate to host educational seminars and events for our clients and the community exploring a variety of topics. Our events provide an opportunity to expand your knowledge and engage with us as you learn more about a specific topic. Past and upcoming events are posted on our website below. Please contact us for more information regarding a specific seminar or event.
