Planning for your life

“Wonderful results come from hard work and careful planning.” - John Wooden

At The Winslow Group, we couldn’t agree more. We work hard to achieve wonderful results. “Planning for your life” means more than providing financial advice—we work with you to clarify and achieve your most meaningful goals and aspirations, so you can afford your future. So you can afford the life you want to live.

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 2023.

Tax reporting document Approximate availability date
Form 1099-R January 31, 2023
Fair Market Value Statement January 31 2023
1099 Tax Information Summary February 15, 2023
Income Summary (FYI Statement) February 28. 2023
REMIC Tax Information Summary March 15, 2023
1042-S April 1, 2023

Revised 1099 Tax Information Summary 

(tax year 2020 - revision 1)

On or about March 17, 2023
Revised 1099 Tax Information Summary
(tax year 2020 - revision 2)
On or about April 7, 2023
5498 June 1, 2023
Revised 1099 Tax Information Summary
(tax years 2017-2021)
Monthly, beginning May 2023

About RBC Wealth Management Online

Prosper US Fall 2022 CoverRead the latest from Prosper•US

The fall edition of RBC Wealth Management’s Prosper·US magazine is now available! This issue showcases our unique culture at RBC Wealth Management and features stories from the women of RBC, who share reflections on the 50th anniversary of Title IX, personal charitable giving journeys, and more. Read the Fall 2022 edition.

The Winslow Group Volunteers

To commemorate the 20th Anniversary of 9/11, the Winslow Group’s very own, Cari Neitzey, volunteers annually at the 9/11 Day Meal Pack Event in Downtown DC. She spent the day building meal kits to send to food banks and local community shelters.  Along with 10 team members from different firms, her table was able to pack over 1,000 meals.  Always proud to represent #TeamRBC in our community!

 

Proud to work with a nationally recognized teammate

At The Winslow Group, we are very proud that Financial Advisor Susan Hovanec was named a Forbes Top Women Wealth Advisor Best in State in 2020, 2021, 2022, and 2023, a Forbes Best-in-State Top Wealth Advisor in 2021 and 2022 and an Advisor Hub - Advisor to Watch in 2022. It’s an honor to have a teammate nationally recognized as one of the best in the industry—because it means we are serving our clients well. Congratulations, Susan!

Susan Hovanec named to Women's Association of Financial Advisors (WAFA) Board

Susan serves on the board of the Women’s Association of Financial Advisors (WAFA). WAFA is part of RBC’s long time commitment to inclusion and diversity. It supports women advisors and branch directors at RBC by providing them the tools and resources to succeed. Susan was selected to serve on this board with 12 other advisors from across the country. This year, she is a liaison to the WAFA Mentoring Circle guiding newer advisors in their career paths at RBC.

Susan is pictured along with the 2020 Mentoring Circle led by Washington, DC’s Branch Director, Amy Sturtevant (front-center).