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Monthly Newsletters

February 2021

Highlights for the month of February: Understanding the New Stimulus Bill | 2020 Tax Resources | 2021 RMDs | What the Experts See Coming in 2021 | Markets Updates

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2020 Tax Documents

As we move into tax season, here are some important highlights for tax documents issued for Commonwealth investment accounts, and utilizing the Investor360° client portal to access tax documents and send/receive secure messages with Weller Group.

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December 2020

Highlights for the month of December: Weller Group Operations and 2020 In Review | Charitable Donations | CARES Act Benefits Ending 12/31 | Medicare Costs in 2021 | Markets Updates

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November 2020

Highlights for the month of November: Coronavirus Communication Updates | Welcome Adam Casper | Election | Social Security COLA 2021 | Markets Updates

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October 2020

Highlights for the month of October: Coronavirus Communication Updates | Year-End Checklist | Moving Closer to Your Kids | Caring For Older Loved Ones | Markets Updates

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September 2020

Highlights for the month of September: Weller Group business Operations & Communications | Coronavirus Communication Updates | Estate Planning During COVID-19 | Markets Articles

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