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 2021

Tax reporting document Approximate availability date
Form 1099-R February 1, 2021
Fair Market Value Statement February 1, 2021
Tax Information Summary: Forms 1099-DIV, -INT, -B, -MISC, and -OID February 16, 2021
REMIC Tax Information Summary March 15, 2021

Revised 1099 Tax Information Summary 

(tax year 2020 - revision 1)

On or about March 18, 2021
Form 1042-S April 1, 2021
Revised 1099 Tax Information Summary (tax year 2020 - revision 2) On or about April 5, 2021
5498 June 1, 2021
Revised 1099 Tax Information Summary (tax years 2017-2020) Monthly, beginning May 2021

Proud to be work with nationally recognized teammates

As financial advisors, it is gratifying to be recognized as a leader in your industry, because it means we are serving our clients well. We are proud to be recipients of the following awards.

Brandon Honcoop:

  • On Wall Street’s Top 25 Regional Advisors Under 40 list in both 2018, and 2019. Read the full news release here
  • On Wall Street’s Top 40 Regional Broker-Dealer Advisors Under 40 in 2020

Hilary Doherty:

  • 2018, 2019 and 2020 Working Mother and SHOOK Research’s Top Wealth Advisor Moms
  • 2018 Forbes Top Next-Gen Wealth Advisor
  • 2019 Forbes Best-In-State Next Gen Wealth Advisor
  • 2020 On Wall Street Top 40 Regional Broker-Dealer Advisors Under 40
  • 2020 and 2021 Forbes Top Women Wealth Advisor
  • 2021 Financial Planning's Top 40 Regional Advisors Under 40
  • 2021 Forbes Best-In-State Top Wealth Advisor 

 To read the full news release and see the list, view here.

New research

Alzheimer’s disease and cognitive decline have a devastating impact not only on those who have the disease. It’s also a physical, emotional, and financial burden on caregivers – a job that usually falls on family members. Download our latest Wealth Insights report. We surveyed 1,000 current and former caregivers, to better understand the impact of the disease on their loved ones – and to better understand the financial burden with caregiving.

GreenTech: Keeping it clean

Once, the green technologies theme was a niche that was “nice to have.” Now, we’re seeing a transformative shift to a clean energy world, and with it the next normal. We explore four key drivers underpinning the GreenTech growth prospects. Read the full economic outlook in the latest edition of Global Insight.

Strength you can trust

Distinguished by a long heritage of financial strength, integrity and unwavering dedication to our clients, RBC has consistently earned high credit ratings.1

  • Moody’s Aa22 and A23/stable4
  • Standard & Poor’s AA-2 and A3/stable4
  • Fitch Ratings AA+2 and AA3/negative4

Additionally, RBC has a reputation of strength and stability with a high-quality balance sheet, proactive risk management and a strong liquidity position.

Write your personal retirement story

Access Rewriting Retirement to explore strategies and tactics for growing a nest egg, planning for longevity, and maximizing Social Security benefits. Rewriting Retirement also contains a checklist of actions for various stages in your destination as you transition to retirement and beyond. Contact us to help you prepare for your next chapter.

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.

Value statement

We use a solution-based process with a proven methodology to help you achieve your financial, estate planning and legacy goals. Acting in partnership with you, we deliver personalized investment counsel and custom portfolio management services designed to help you both enjoy living today while preparing financially for the future you want. 


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