Investing in your life


 

2023 / 2024 dollar limitations for retirement plans

Some new limitations will apply to retirement plans and other benefit plans in 2024 as a result of cost-of-living adjustments made by the IRS and the Social Security Administration. Learn more about the limits for 2024.

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

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, 2023, and 2024, a Forbes Best-in-State Top Wealth Advisor in 2021, 2022 and 2023 and an Advisor Hub - Advisor to Watch in 2022 and 2023. 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 inducted into the Baltimore Community Foundation's Professional Advisor Recognition Society

Recognized for her dedication to the Baltimore community,  Susan was inducted into the Baltimore Community Foundation's Professional Advisor Recognition Society in 2023.  For 50 years, BCF has connected those who are passionate about Baltimore and purposeful in their philanthropy.  Susan has been involved with he organization for several years and a strong supporter of their great work.

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) and Co-Chair of the WAFA Annual Confrence held November 14-16th in Minnieapolis.  The theme of this year's confrence is "Fearless Leadership".

 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.

 

Social Media

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So thrilled that my team and I have been recognized for our service to our clients in 2024. We are so pleased to make the Forbes Top Women Wealth Advisors Best-In-State. And thank you to our wonderful clients for making this work so fun. #RBC #WomenofRBC

Friend or fraud? Learn how to protect your heart and your bank account in the age of romance and imposter scams by attending our upcoming webcast. https://rbc.rev.vbrick.com/#/webcasts/rbccyber Password: RBCEvent2024

More than one-third of Americans say that no one taught them about investing, according to a RBC Wealth Management survey. Contact me to receive wealth education resources for any age or life stage.

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.

The Winslow Group

The Winslow Group team image

Join us for upcoming events

We are fortunate to host educational seminars and events for our clients and the community exploring a variety of topics. Our events provide an opportunity to expand your knowledge and engage with us as you learn more about a specific topic. Past and upcoming events are posted on our events page here. Please contact us for more information regarding a specific seminar or event.

image of Susan Hovanec

Susan M. Hovanec, AEP®, CFP®

Managing Director - Financial Advisor, Senior Portfolio Manager - Portfolio Focus

image of Steven Whittaker

Steven Whittaker, CFP®

Associate Vice President, Senior Financial Associate

image of Cari Neitzey

Cari Neitzey, APP

Investment Associate

Proud to be an official partner of Major League Soccer in the United States

At RBC Wealth Management, we believe goals matter. That’s why we’re very excited to announce our new partnership with Major League Soccer, where goals are extremely important. This league is the fastest-growing major sport in the United States and as an official partner, we’re delighted to be a trusted teammate.

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