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

Celebrating 40 years

The Shaeffer Wealth Advisory Group is celebrating their 40th anniversary! Our group came together in 1982 under the direction of Charles W. "Pete" Shaeffer, Jr., as a team of investment professionals committed to providing unbiased advice and unparalleled service. Over the past 40 years, we have been committed to doing the right thing for our clients and keeping them on track to reach their financial goals. We continue to provide holistic wealth management services to our clients and their families, and with over 100 years of combined investment experience we are uniquely prepared to assume the role of trusted and dedicated financial advisor. 

 

A message from our founder

Welcome! In 1982, after almost 20 years in the business, I felt strongly that clients would be better served by a "team" of investment professionals committed to providing unbiased advice and unparalleled service.  I am very proud that over 35 years later, The Shaeffer Wealth Advisory Group is still going strong.  Our team consists of individuals of the highest integrity whom have always had one goal: To do the right thing for our clients.

We hope you find our website useful in better understanding the services offered by The Shaeffer Wealth Advisory Group.  Please contact us with any questions or for further information.  Thank you.

 
~ Charles W. "Pete" Shaeffer, Jr., Founder

Proud to work with nationally recognized teammates

At The Shaeffer Wealth Advisory Group, we are very proud that Financial Advisors Jim Smith and John Sutton were awarded prestigious awards. It’s an honor to have teammates nationally recognized as one of the best in the industry—because it means we are serving our clients well. Congratulations, Jim and John!

  • Jim Smith - Financial Times Top 400 Advisors - 2020
  • John Sutton - Advisor Hub: Advisors to Watch - 2022
  • The Shaeffer Wealth Advisory Group - Forbes Best-in-State Wealth Management Team - 2023

Global Insights 2023 Outlook Cover December 2022Slow growth stasis?

The developed world faces a long stretch of slow growth. We look at the reasons for the downshift, and how it could impact equity investing. Read the full economic outlook in the latest edition of Global Insight Monthly

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.

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