First Quarter

  • Clarifying Health Savings Accounts
  • New COBRA Regulations
  • Dental Benefits
  • Automatic Rollover of Involuntary Cash-Outs
  • IRA Rollovers
  • Why Voluntary Benefit Plans?

2005 E-News 1st Qtr.pdf

Second Quarter

  • Medicare Part D
  • Medicare Modernization Act of 2003
  • Flexible Spending Account Grace Period
  • American Funds Online

2005 E-News 2nd Qtr.pdf

Third Quarter

  • Roth 401(k) / Roth 403(b)
  • New Roth 401(k) Facts
  • Personal Health Management
  • Social Security Benefits

2005 E-News 3rd Qtr.pdf

Fourth Quarter

  • High Deductible Health Plan (HDHP)
  • 2006 Maximum Benefit and Contribution Limits
  • Beneficiary Review
  • Retirement Goals
  • Safeguarding Your Finances

2005 E-News 4th Qtr.pdf

Special Edition

  • Medicare Part D Update

2005 Special Edition.pdf
One Satisfied Client at a Time
Tim Olson, Greg Ritzdorf, Jeff Wallace and Ryan Hinz are registered representatives with Sunset Financial Services, Inc., A FINRA registered broker-dealer. Sunset Financial Services is registered to offer securities products in all 50 United States. Tim Olson is licensed to offer securities products in Nebraska, Iowa, Kansas, Missouri, Colorado, and South Dakota. Tim Olson is also licensed to offer insurance products in Nebraska, Iowa, Kansas, Missouri, Colorado, and South Dakota. Greg Ritzdorf, Jeff Wallace and Ryan Hinz are licensed to offer securities products in Nebraska, Iowa, Kansas, and Missouri. Greg Ritzdorf, Jeff Wallace and Ryan Hinz are also licensed to offer insurance products in Nebraska, Iowa, Kansas, and Missouri. The information included herein should not be considered a solicitation or an offer to sell product in any state besides those in which Tim Olson, Greg Ritzdorf, Jeff Wallace and Ryan Hinz are properly licensed.
*Securities offered through Sunset Financial Services, Inc. Member FINRA/SIPC 3520 Broadway, Kansas City, MO 64111 (816) 753-7000 (Home Office)
Sunset Financial Services is not affiliated with The Olson Group.