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 2024.

Tax reporting document Approximate availability date
Form 1099-R January 31, 2024
Fair Market Value Statement January 31 2024
1099 Tax Information Summary February 15, 2024
Income Summary (FYI Statement) February 29. 2024
REMIC Tax Information Summary March 15, 2024
1042-S April 1, 2024
Revised 1099 Tax Information Summary
(tax year 2023 - revision 1)
On or about March 15, 2024
Revised 1099 Tax Information Summary
(tax year 2023 - revision 2)
On or about April 5, 2024
5498 June 1, 2024
Revised 1099 Tax Information Summary
(tax years 2020 – 2023)
Monthly, beginning May 2024

Welcome

At the St. Louis Wealth Management Group, we take a team-based approach to deliver comprehensive wealth management services to individuals, families and businesses. Our focus is on portfolio management, investment strategies and life planning.

Each of our talented and highly-educated members is skilled in specific and varying disciplines. This organizational dynamic allows us to deliver a holistic client experience, founded on our 153 years of combined industry background and nurtured by our broad and deep capabilities.

Recognizing that neither markets nor people’s lives are static, the team is committed to reviewing clients’ investments and adjusting strategies as needs evolve.

Turn your financial goals into reality

We help create financial security and peace of mind for individuals, families and businesses by providing a high level of service that meets and often exceeds their expectations. Investors benefit from our customized approach to wealth management because it helps address their current financial needs and achieve their long-term financial goals. We also work closely with our clients’ tax and legal advisors to coordinate the most efficient and effective means for turning financial goals and dreams into reality. Please contact us today to discuss how we can be of service to you.

Client Strategies Team

With individual specializations across a variety of financial disciplines, the Client Strategies Team serves as a unique resource to RBC Wealth Management financial advisors. Our clients and advisors both benefit from the collective expertise of this team, and their ability to help enhance the effectiveness of wealth management strategies—from recommendations through delivery of solutions.

Learn more about our RBC resources

The Client Strategies Team assists the St. Louis Wealth Management Group and their clients with wealth planning objectives by developing strong relationships, gathering information and understanding one's financial values.  To learn more about the Client Strategies Team, read their bios here.

Financial planning for the Sandwich Generation

Supporting others shouldn't mean sacrificing your own financial well-being. Here are some tactics for minimizing the stress for everyone involved.

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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Meet the team

Learn more about the St. Louis Wealth Management Group.

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