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 2019.

Tax reporting document Approximate availability date
Form 1099-R January 31, 2019
Fair Market Value Statement January 31, 2019
Tax Information Summary: Forms 1099-DIV, -INT, -B, -MISC, and -OID February 22, 2019
REMIC Tax Information Summary March 15, 2019
Revised Tax Information Summary (Forms 1099) On or about March 16, 2019

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, objective 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 my website to learn more about our customizable solutions designed to strengthen your financial security.

Let’s take the next step together

We would value the opportunity to learn more about your financial goals and how we can be of service to you. Please contact us at 216-774-8907,
scott.giltinan@rbc.com , or fill out the form below to schedule a meeting. We look forward to hearing from you.

Value statement

I help create financial security and peace of mind for individuals and their families. I accomplish this by providing my clients with a high level of service that meets and often exceeds their expectations. Investors benefit from my customized approach to managing their wealth because it helps address their current financial needs and achieve their long-term goals.

Bulletin Board

Environmental change

What a difference a year can make for the profit outlook, as uncertainties are clipping momentum. But while earnings growth will be dialed back, we look at why investors should remain dialed in to equities with a constructive—yet vigilant—stance. Read the full economic outlook in the latest edition of Global Insight.