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Gina Bolvin, William Bernarduci, Investment News Article, “Clients Facing Late-Career Job Loss Can Tap 401(k)s Early, 2017

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The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. A plan participant leaving an employer typically has four options (and may engage in a combination of these options), each choice offering advantages and disadvantages. 

• Leave the money in his/her former employer's plan, if permitted;

• Roll over the assets to his/her new employer's plan, if one is available and rollovers are permitted;

• Roll over to an IRA; or

• Cash out the account value.

Please contact us for further information on your specific options

.

The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. A plan participant leaving an employer typically has four options (and may engage in a combination of these options), each choice offering advantages and disadvantages. For balance, please update your material to include each option below:

• Leave the money in his/her former employer's plan, if permitted;

• Roll over the assets to his/her new employer's plan, if one is available and rollovers are permitted;

• Roll over to an IRA; or

• Cash out the account value.

Please contact me for further information on your specific options.

Gina Bolvin, Recognized as one of “America’s Top Women Advisors”
Forbes Magazine, 2017


Gina Bolvin, Boston Business Journal
Woman of Influence 2016


 



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Gina Bolvin, Five Star Wealth Manager

Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2014 Five Star Wealth Managers.