MANAGING YOUR ESOP DISTRIBUTION.

Congratulations. By now, you’ve received your ESOP (Employee Stock Ownership) benefits. No matter what decision you’ve made regarding your financial advisor or investment strategy, getting a second opinion would be a smart way to ensure that you’re growing and preserving your wealth. Here are 4 important steps to consider as you consider your options.

Welcome/Congratulations Glatfelter Associates

Visit our Insights & Opportunities Center for additional information and white papers that can help you gain a better understanding of how to manage your wealth.

browse resources
 
  • ‹ prev
  • next ›
  • 1
  • 2
  • 3
  • 4
  • 5
  • 6
  • 7

Advisor Insights:

"Every investment plan should be a personal expression of the goals you've selected based on your objectives."

 

Jessica Malone
Fulton Private Banking, York, PA

"We manage over $11 billion in investments for clients in Central Pennsylvania and our 5-state footprint and nearly half of those assets are Rollover IRA or 401(k) accounts."

Erin Miller
Clermont Wealth Strategies, York, PA

"A good rule of thumb is to plan on an annual 4% distribution from your retirement account to fund living expenses in retirement."

Lori Brodbeck
Clermont Wealth Strategies, York, PA

"Under 59 1/2 years old? You can rollover your distribution to an IRA or 401(k) without triggering income or excise tax if applicable."

Jeff Taylor
Clermont Wealth Strategies, York, PA

  • ‹ prev
  • next ›
  • 1
  • 2
  • 3
  • 4
  • 5
  • 6
  • 7

Start the conversation here:

To learn more, call Jess Malone at 717-255-7573 or use the form below.

© 2019 Fulton Financial Advisors. All rights reserved.

Privacy

Use FINRA's BrokerCheck to view the background of any registered Financial Advisor. 

 

Jessica Malone is not affiliated with Raymond James.

 

Please note: changes in tax laws may occur at any time and could have a substantial impact upon each person's situation. While we are familiar with the tax provisions of the issues presented herein, as Financial Advisors of RJFS, we are not qualified to render advice on tax or legal matters. You should discuss tax or legal matters with the appropriate professional.

 

Fulton Financial Advisors and Clermont Wealth Strategies operate through Fulton Bank, N.A. and other subsidiaries of Fulton Financial Corporation and are headquartered at One Penn Square, Lancaster, PA 17602.


Fulton Financial Advisors and Clermont Wealth Strategies operate through Fulton Bank, N.A. and other subsidiaries of Fulton Financial Corporation, including Fulton Insurance Services Group, Inc. The Advisors at Fulton Financial Advisors and Clermont Wealth Strategies offer a broad array of financial products and trust and retirement services some of which are provided through ValMark Securities, Inc., and/or Raymond James Financial Services, Inc., independent and unaffiliated registered broker/dealers, Members FINRA/SIPC; and/or Executive Insurance Agency, Inc., and/or Specific Solutions, Inc., unaffiliated licensed insurance agencies; Investment advisory services offered through Raymond James Financial Services Advisors, Inc. and/or ValMark Advisers, Inc., unaffiliated investment advisory firms registered with the SEC. Raymond James Financial Services, Inc. is not affiliated with Specific Solutions, Inc., Executive Insurance Agency, Inc., ValMark Securities, Inc., ValMark Advisers, Inc., Clermont Wealth Strategies, Fulton Financial Advisors, Fulton Bank, N.A., Fulton Financial Corporation or any of its subsidiaries. Neither ValMark Securities, Inc., ValMark Advisers, Inc. nor Executive Insurance Agency, Inc. is affiliated with Clermont Wealth Strategies, Specific Solutions, Inc., Fulton Financial Advisors, Fulton Bank, N.A., Fulton Financial Corporation or any of its subsidiaries.


Securities and Insurance products are not a deposit or other obligation of, or guaranteed by the bank or any affiliate of the bank; are not insured by the FDIC or any other state or federal government agency, the bank or an affiliate of the bank; and are subject to investment risk, including the possible loss of value.