The Yingling Group - RBC Wealth Management

Small town services with global resources

Dedicated to earning your trust

Our team is committed to providing families and business owners with strategies and investment opportunities designed to create and preserve wealth. We maintain a conservative investment philosophy while tailoring plans specific to each client’s individual financial needs. We pride ourselves on establishing long-lasting relationships by building trust, providing high level service, and maintaining the highest ethical standards.

Key dates for tax form distribution

With the individual income tax filing season nearing, you may be searchingfor your tax documents. Take a look at the table below for estimateddistribution dates.

Tax reporting document	Approximate availability date
Form 1099-R	January 30, 2026
Fair Market Value Statement	January 30, 2026
1099 Tax Information Summary	February 16, 2026
Income Summary (FYI Statement)	February 27, 2026
REMIC Tax Information Summary	March 16, 2026
1042-S	April 1, 2026
Revised 1099 Tax Information Summary (tax year 2024 - revision 1)	On or about March 16, 2026
Revised 1099 Tax Information Summary (tax year 2024 - revision 2)	On or about April 3, 2026
5498	June 1, 2026
Revised 1099 Tax Information Summary (tax years 2021 – 2024) *Please note that timing is subject to change.	Monthly beginning May 2026

<p>Neither RBC Wealth Management, a division of RBC Capital Markets, LLC (“RBC WM”), nor its affiliates or employees provide legal, accounting or tax advice. All legal, accounting or tax decisions regarding your accounts and any transactions or investments entered into in relation to such accounts, should be made in consultation with your independent advisors. No information, including but not limited to written materials, provided by RBC WM or its affiliates or employees should be construed as legal, accounting or tax advice. </p>

What is important to you?

Professional wealth management helps you answer this question, prioritize your objectives and prepare to accomplish them. Helping with the financial side of achieving those goals is central to everything we do. We often help our clients:

plan for retirement, including the creation of an income stream;
fund an education for a loved one;
prepare for a major purchase;
protect their family or income; and
create a legacy to be remembered by.

Please contact us today to discuss how we can help you reach your goals.

Gain financial flexibility

Be prepared for many of your financing needs by opening an RBC Credit Access Line. With no cost to set up, no ongoing fees, competitive interest rates and favorable terms, it may be a practical tool to help accomplish your immediate and long-term goals. Contact us today to explore this potentially untapped source of opportunity.

<p>RBC Credit Access Line is a securities-based, demand line of credit offered by Royal Bank of Canada, an Equal Opportunity Lender and a bank affiliate of RBC Capital Markets, LLC. Subject to Credit Approval. Securities-based loans involve special risks, are subject to minimum collateral requirements, and are not suitable for everyone. Additional restrictions may apply.</p>

Become a client

If you are not already a valued client, we invite you to experience the skill and dedication of a team built on integrity, client service and a spectrum of services for individuals, families, institutions and their assets. Contact us today to learn more.

Global Insight Monthly

Building on a narrow base

Long-term economic trends have left the U.S. economy increasingly reliant on spending by upper-income households. We unpack the potential implications for economic stability and Federal Reserve policymaking.

Social Media

See footer below for group’s social profiles >

In observance of Martin Luther King, Jr. Day, let’s reflect on Dr. King’s enduring vision, a world rooted in freedom, justice and unity. His dream reminds us to act with purpose, lead with empathy and build communities where all thrive. #MLKDay

Cheers for 2026! May it be a year of peace and prosperity!

It’s Winter Solstice! May you enjoy the first day of this new season and all the days ahead.

Edit

Meet the team

Learn more about The Yingling Group

Visit our Facebook page

If you would like to stay up-to-date with us and receive timely information in your Facebook feed, we invite you to visit and Like our Facebook page.

Bulletin Board

October 24, 2017

Stay or roll? Understanding your retirement distribution options
January 20, 2026

Market week
October 24, 2017

Social Security At-a-glance

Latest Insights

The “Great Narrowing”: S&P 500 concentration

Over the past decade, the S&P 500, which has historically been viewed as a balanced cross-section of the U.S. economy, has slowly transformed into a tech- and AI-dominated index. We believe this “Great Narrowing” should be top of mind for investors.

Sorry we couldn't submit this form at this time. Please try again later.

Let's start the conversation

Thank you!
Thank you for providing the requested information.

If you want to discuss your portfolio or have financial questions, please fill out the below form.

To protect your privacy, we ask that you not send any confidential information, such as bank account numbers, credit card information or account details, through this contact us form.

First name is a required field.