Delivering insightful advice

Building on a foundation of trust

The Yun Wealth Management Group provides advice and guided implementation to help improve the financial affairs of purpose-driven owners, founders, executives and pre-retirees in multiple states, the D.C. metro and Texas. We bring a refined approach involving a vast array of specialists to identify multiple strategies to help families grow wealth, develop a master plan for a confident lifestyle and focus on the things that matter most to them. The Yun Wealth Management Group is especially passionate about shared charitable causes and philanthropy to help increase purposeful impact for worldwide good.

Key dates for tax form distribution

With the individual income tax filing season nearing, you may be searching for your tax documents. Take a look at the table below for estimated distribution 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 2025 - revision 1)		 On or about March 16, 2026
Revised 1099 Tax Information Summary


(tax year 2025 - revision 2)		 On or about April 3, 2026
5498 June 1, 2026
Revised 1099 Tax Information Summary


(tax years 2022 – 2025)
*Please note that timing is subject to change.		 Monthly beginning May 2026

RBC Echelon distinctive wealth solutions

Through RBC Echelon, we provide business owners, corporate executives and wealthy families customized strategies and bespoke solutions to grow, preserve and make an impact with their wealth over generations. It's where your wealth takes you that matters, and RBC Echelon understands that being wealthy is only the beginning.

Write your personal retirement story

Rewriting retirement Cover imageAccess 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.

Global Insight Monthly

GI Monthly

Midterms, the market, and what matters

The U.S. midterm election in November is shaping up to be a referendum on Trump 2.0. We examine historical equity market performance surrounding midterm elections, and what this might be—or might not be—suggesting for this year and next.

Read more in Global Insight Monthly

Strength you can trust

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

  • Moody's Aa1 and A1 / stable4
  • Standards and Poor AA- and A/stable4
  • Fitch Ratings AA2 and AA+3 / stable4

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

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.

Proud to be a national award-winning advisor

I am very proud to have won prestigious awards such as AdvisorHub Advisors To Watch award in 2025 and Forbes Best-In-State Wealth Advisors in 2025 & 2026. It's an honor to be recognized as one of the best in the industry—because it means I’m serving my clients well.

Meet the team

Learn more about Yun Wealth Management Group. 

Learn what sets Yun Wealth Management Group apart

Let's start the conversation

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By 2040, an estimated 11.6 million Americans will live with cognitive decline, affecting nearly all families, according to data from the Alzheimer’s Association.

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The difference between creating a legacy of chaos and one of shared values often comes down to a single matter: communication. A family meeting is the perfect way to start this dialogue. They represent more than wealth planning as they're foundational for meaningful conversations about values and intentions for future generations of your family. I can help you and your family with your family meetings and your wealth transfer to the future generations. Your ideas of family harmony happen here. Schedule your family meeting consult with me.

Are you like most business owners and want to exit within 10 years but don’t have a transition plan? Let us know how we can help with business transitions and more.

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In the Investor’s Edge newsletter for spring 2026, read tips for legacy planning, how AI fits into wealth planning, fixed income and equity investing ideas for different stages of life, plus how to see your financial picture in one place with RBC Total Wealth.

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