The Pluff Wealth Management Group

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Helping you grow more than wealth 

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.

Financial security begins by building a plan you can trust

At RBC Wealth Management, we understand your financial goals are unique — that’s why we provide customized advice. No matter where you are in life, you can depend on our investment management expertise to build a plan that helps you achieve your financial goals. Explore our website to learn more about our customizable solutions designed to strengthen your financial security.

A world of resources

For more than a century, RBC Wealth Management has provided trusted advice and solutions to individuals, families, institutions and charitable foundations through an award-winning global network and tools.

World's 5th largest

Wealth manager by assets*

AA- credit rating

The second-highest rating from Standard & Poor’s

85,000 employees

Across the globe, with 200 U.S. offices

 

 

Social Media

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Kansas City Chiefs tight end Travis Kelce once admitted that he thinks about retiring ‘more than anyone could ever imagine’

Everything Travis Kelce Has Said About His Possible NFL Retirement

Travis Kelce's discussions about potential NFL retirement offer a lesson in proactive wealth management planning for life transitions, particularly for professional athletes. His considerations highlight the value of diversifying income streams and building a strong financial team beyond a playing career.

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Last weekend my family traveled to Clemson to cheer on the Syracuse Orange in what turned out to be an incredible football game. ?? While enjoying the excitement, I was reminded how quickly time passes—before long, my kids will be preparing for college and all that comes with that next stage of life. Whether it’s planning for education, retirement, or other major milestones, it’s never too early—or too late—to make sure your family is set up for success. If you’d like to review your plan, we’d be happy to talk through the details!

This past weekend I was honored to be a sponsor at Bellevue Country Club’s Member-Guest, better known as The Bogie. It’s truly a pinnacle event of the summer and such a fun tradition to be part of! On a more personal note, I’d be remiss not to give a big shoutout to my husband for bringing home his second tournament win — the perfect cherry on top of an already amazing weekend. Grateful for the chance to support such a special event and celebrate with our club community.

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

Pluff Emceeing the Update Event


Supporting Upstate


Team member J Daniel Pluff hosted the annual Upstate Medical University Gala this past November at the OnCenter in Syracuse, New York.  The Gala is a major
fund raiser for the Upstate Foundation which provides vital support for research and a variety of health care related issues.  This year’s Gala attracted over 700 supporters who attended to offer recognition and thanks to the nurses of Upstate and marked the 12th year Pluff emceed the event.

Market commentary

Information is an important factor within the financial markets. But if not properly interpreted, it can be misleading or useless. We can help translate business activity and market trends into useful knowledge that you can act on. These reports reflect our most current perspective on the equity and fixed income markets.

Latest Insights

Woman watching stock charts

A mature but still intact equity bull market

While valuations remain a headwind, U.S. equity markets remain above key technical support levels with potential for another round of sector rotation developing heading into Q2.

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