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Newsletters


The newsletter articles on this page provide valuable information on timely and interesting financial issues across a variety of subject areas, including retirement, investments, personal finance, annuities, insurance, taxes, college, and government benefits.


Don't Let Rising Interest Rates Catch You by Surprise
Future of the Federal Estate Tax
The Health-Wealth Connection
What is a rollover IRA, and do I need one?
Can I roll my traditional 401(k) account balance over to a Roth IRA?


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7501 "O" Street • Suite 104 • LINCOLN, NE 68510 • 402-420-2274

* Michael J Hall is an Investment Advisor Representative of and offers Securities and Investment Advisory Services through Woodbury Financial Services, Inc., Member FINRA/SIPC and Registered Investment Advisor. Insurance services offered through RHD Financial, which is not affiliated with Woodbury Financial Services, Inc. Neither RHD Financial, nor Woodbury Financial Services, Inc., offer tax or legal advice. 

Broadridge Investor Communication Solutions, Inc. does not provide investment, tax, or legal advice. The information presented here is not specific to any individual's personal circumstances.

To the extent that this material concerns tax matters, it is not intended or written to be used, and cannot be used, by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Each taxpayer should seek independent advice from a tax professional based on his or her individual circumstances.

These materials are provided for general information and educational purposes based upon publicly available information from sources believed to be reliable—we cannot assure the accuracy or completeness of these materials. The information in these materials may change at any time and without notice.

PLEASE NOTE: The link(s) provided is strictly a courtesy. When you link to any of the websites provided here, you are leaving this website and assume total responsibility and risk for your use of the website you are linking to. We make no representation as to the completeness or accuracy of any information provided at these websites. Nor are we liable for any technical or system issues or any consequences arising out of your access to or your use of information and programs made available through this web site.


This communication is strictly intended for individuals residing in the state(s) of AZ, CA, CO, FL, IL, IA, KS, MN, NE, TX and WA. No offers may be made or accepted from any resident outside the specific states referenced.
 


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