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