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 2018.

Tax reporting document Approximate availability date
Form 1099-R January 31, 2018
Fair Market Value Statement January 31, 2018
Tax Information Summary: Forms 1099-DIV, -INT, -B, -MISC, and -OID February 15, 2018
REMIC Tax Information Summary March 15, 2018
Revised Tax Information Summary (Forms 1099) On or about March 17, 2018

New tax—what to know for planning purposes

The new tax law creates opportunities and choices as you prepare financially for your future. Browse a brief overview of some of the key tax changes that may affect your planning decisions and contact us to discuss how we may take action.

Global Insight: The year of the tariff

Markets have been re-introduced to volatility this year by way of a barrage of macro risks. Protectionism is one of the most cited culprits. RBC Global Asset Management’s chief economist looks at how the “year of the tariff” could play out.  Read the full economic outlook in the latest edition of Global Insight.

A message from our founder

Welcome! In 1982, after almost 20 years in the business, I felt strongly that clients would be better served by a "team" of investment professionals committed to providing unbiased advice and unparalleled service.  I am very proud that over 30 years later, The Shaeffer Investment Group is still going strong.  Our team consists of individuals of the highest integrity whom have always had one goal: To do the right thing for our clients.

We hope you find our website useful in better understanding the services offered by The Shaeffer Investment Group.  Please contact us with any questions or for further information.  Thank you.


~ Charles W. "Pete" Shaeffer, Jr., Founder

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.