NEWS2009 NEWSLETTERS

First Quarter

  • COBRA Subsidy Provisions
  • Minimum Required Distributions Suspended for 2009
  • Mental Health Parity Act
  • Michelle’s Law H.R. 2851
  • Form 1099-R Distribution Codes
  • Dependent Definition for Insurance
  • Children’s Health Insurance Reauthorization Act of 2009

2009 E-News 1st Qtr.pdf

Second Quarter

  • Health Care Reform
  • Life Insurance Portability vs. Conversion
  • 2010 Health Savings Accounts Indexed Amounts
  • Converting Traditional IRA to Roth IRA
  • Dependent Eligibility Status – NE LB 551
  • Aflac Claim Forms Online

2009 E-News 2nd Qtr.pdf

 

Third Quarter

  • HITECH Act of 2009
  • Health Care Reform
  • Pension Plan Limits 2010
  • Genetic Info Nondiscrimination Act
  • Minimum Required Distribution Rules
  • Group Term Life Table 1 Rates
  • Dependent Care Changes
  • Annual Notice Requirements

2009 E-News 3nd Qtr.pdf

 

Fourth Quarter

  • Health Care Reform
  • Year End Reminders
  • 2010 Maximum Contribution Limits
  • COBRA Subsidy Extended

2009 E-News 4th Qtr.pdf

 

 
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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.