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 2019.

Tax reporting document Approximate availability date
Form 1099-R January 31, 2019
Fair Market Value Statement January 31, 2019
Tax Information Summary: Forms 1099-DIV, -INT, -B, -MISC, and -OID February 22, 2019
REMIC Tax Information Summary March 15, 2019
Revised Tax Information Summary (Forms 1099) On or about March 16, 2019

Hope…is not an investment strategy


Welcome

Tim Cowdrey has more than 20 years experience as a trusted financial advisor to business owners and their families. He specializes in developing personalized strategies designed to provide clear solutions for retirement planning concerns, investment management, risk management (insurance) and financial life balance. Tim also serves as Branch Director of the Scottsdale RBC Wealth Management office, where he is responsible for branch supervision and growing RBC's presence in the Scottsdale market.


 

Take control of health care in retirement

No matter what you want your money to help you accomplish in life, planning for health care expenses in retirement is essential. Download Taking Control of Health Care in Retirement to learn more about the steps we can take together to help you prepare for a long, happy—and healthy—retirement.

European economy: Course correction?

Is the European economic cycle fizzling out, or will it reassert itself? We look at what has caused Europe to veer off track and make the case that the economy will regain its long-term growth trajectory. Read the full economic outlook in the latest edition of Global Insight.

Our commitment to children

At RBC Wealth Management, we are dedicated to improving the lives of the children in our homes and communities. We support our youth through the RBC Kids Pledge, a five-year, $100 million commitment to improving the well-being of 1 million children, our #RBCGolf4Kids campaign, and seven Race/Run for the Kids events across the globe that raise money for children’s charities. We are also happy to provide financial education materials to the children and grandchildren of our clients. Please contact us today to learn more about how RBC supports children or for tips on how to raise Money-Savvy Kids.

Taking the next step

Whether you're a current client who would like to review your portfolio, or a potential client that would like to learn more about my approach, I would love to hear from you.  To set up a consultation Contact Me.