Lunch 'n Learn: College Planning Essentials

Apr 28, 2021 12:00 PM - 12:30 PM Mountain Daylight Time
Webex Denver, CO

What you need to know...in 30 minutes or less.

Please join us with special guest Kris Adrian VP, 529 Specialist JP Morgan Asset Management, to learn more about saving and investing for college. Topics include:
     - College Matters
     - College Costs
     - Financial Aid
     - Saving and Investing

RSVP

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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 2021

Tax reporting document Approximate availability date
Form 1099-R February 1, 2021
Fair Market Value Statement February 1, 2021
Tax Information Summary: Forms 1099-DIV, -INT, -B, -MISC, and -OID February 16, 2021
REMIC Tax Information Summary March 15, 2021

Revised 1099 Tax Information Summary 

(tax year 2020 - revision 1)

On or about March 18, 2021
Form 1042-S April 1, 2021
Revised 1099 Tax Information Summary (tax year 2020 - revision 2) On or about April 5, 2021
5498 June 1, 2021
Revised 1099 Tax Information Summary (tax years 2017-2020) Monthly, beginning May 2021

Meet the team

Learn more about the Schneebeck Hyams Investment Group

Investment Philosophy

Our goal is to provide the most timely investment advice once we feel confident that we have a deep understanding of your current situation, your family dynamics, your future goals and how you feel about risk.

We utilize a core plus satellite investment philosophy that combines active investment management, broad diversification, contrarian investment principals and proactive tax strategies to manage portfolios.

Our core portfolios are primarily composed of longer term oriented investments based on modern portfolio theory emphasizing investments that provide cash flow from dividends, interest and distributions to help assure absolute returns in all market conditions.

Our satellite portfolios are built using securities and money managers that we believe have above average appreciation and/or income potential due to existing economic, geopolitical or demographic conditions. We identify these situations using research provided by RBC Wealth Management, independent third parties and our expertise.

We implement investment portfolios using a combination of brokerage and advisory accounts investing in individual securities and with professional money managers to provide the value and flexibility necessary for highly customized portfolios.

Let's take the next step together

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

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