The Turnbridge Group - RBC Wealth Management - Lemoyne, PA
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The Turnbridge Group - Lemoyne, PA
The Turnbridge Group
Timothy W. Engle, CFP®
Senior Vice President - Financial Advisor,
Senior Portfolio Manager - Portfolio Focus
Mark R. Snyder, CRPS®
Vice President - Financial Advisor,
Portfolio Manager - Portfolio Focus
Charles A. Koch, Jr.
Senior Financial Associate
Patricia L. Sherick
Registered Client Associate
Donna R. Weiss
Client Associate
Jennifer E. Lafferty
Client Associate
Renaissance Place
635 N.12th St., 2nd Floor

Lemoyne, PA 17043
Map & Directions

Phone: (717) 724-4225
Toll Free: (877) 742-0002
Fax: (717) 724-4239

There’s Wealth in Our Approach.

Tax Document Mailing Dates

With the new year upon us and thoughts turning toward tax season, you may be wondering when to expect your tax 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 2014.

Tax Reporting DocumentEstimated Mailing Date
1099-R January 31, 2014
Fair Market Value Statements January 31, 2014
1099 Tax Information Summary February 18, 2014
Income Summary (FYI Statement) February 25, 2014
REMIC Tax Information Summary March 17, 2014
1042-S March 17, 2014
Revised Tax Information Summary (1099) March 18, 2014
5498 June 2, 2014

Who’s Looking out for You?
During every season of life, you are faced with a myriad of decisions that can have business, personal, civic, and financial consequences. In the complex and often confusing world of investments, you need a group of seasoned financial professionals with the expertise and dedication necessary to help you maneuver life’s twists and turns and confidently cross every bridge — in short, to look out for you.
 
And that’s just what we do at The Turnbridge Group of RBC Wealth Management.
 
Our team of wealth management professionals offers the proficiency and personal attentiveness of an exclusive boutique, advanced by the technical skills, analysis and resources of a powerhouse global financial firm. Each of us has particular strengths and specialties, but all of us are focused on helping you successfully reach your desired destination.  


Financial Markets Commentary: Dollar Awakening

The return to higher, conventional interest rates should be the biggest game changer in years for bonds, stocks, and currencies. The greenback seems like it’s already embarking on a multi-year period of outperformance. Read the full financial markets commentary, as well as asset-class views and key forecasts, in the latest edition of Global Insight.


Faced with a Job Change or Layoff?
When you lose or change your job, you have many decisions to make—one of which is deciding what to do with your employer-sponsored retirement plan. Should you rollover your money to an IRA? Should you take a distribution in cash? What are your options?
 
Let the Turnbridge Group help. Our analysis will include: 
  • An explanation of the distribution options available and the advantages and disadvantages of each. 
  • Overviews of the special considerations to keep in mind when planning for retirement plan distributions. 
  • Assistance with determining an appropriate asset allocation strategy for your retirement savings.

Discreet private wealth management typically suited for qualified investors with at least $1-2 million of investable assets. Call Mark Snyder, Tim Engle or Chuck Koch today for a free consultation.


Contact Us


Timothy W. Engle is currently registered to conduct business with residents of the following states: AK, AZ, CA, CT, DE, FL, GA, HI, IN, KY, MD, MI, MN, MO, MS, NC, NJ, NY, OH, PA, SC, TN, TX, VA, WI, WV, WY

Mark R. Snyder is currently registered to conduct business with residents of the following states: AK, AZ, CA, CT, DE, FL, GA, HI, IN, KY, MD, MI, MN, MO, MS, NC, NJ, NY, OH, PA, SC, TN, TX, VA, WI, WV, WY

Non-U.S. residents click here. Please note that not all of the services and products mentioned in this site are available in every state. The information within this web site has been prepared for informational purposes only and is not an offer to buy or sell, or a solicitation of an offer to buy or sell, any security or instrument or to participate in any particular investment or trading strategy.


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