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Financial Forum

I’ll be inheriting an IRA, how do I avoid taxes on this investment?

by: Lee Ann Kaskel

Posted: Oct 10, 2023 / 09:28 AM EDT

Updated: Oct 10, 2023 / 09:28 AM EDT

by: Lee Ann Kaskel

Posted: Oct 10, 2023 / 09:28 AM EDT

Updated: Oct 10, 2023 / 09:28 AM EDT

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In this photo provided by the Ukrainian Presidential Press Office, Ukrainian President Volodymyr Zelenskyy, left, meets with Cape Verde's Prime Minister Ulisses Correia e Silva, in Cape Verde, Saturday, Dec. 9, 2023 while he travels to Argentina for the inauguration of the newly-elected President Javier Milei. (Ukrainian Presidential Press Office via AP)

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Nigeria's President Bola Ahmed Tinubu, right, attends an ECOWAS meeting in Abuja, Nigeria, Sunday, Dec. 10, 2023. In a renewed push for the respect for democracy across coup-hit West Africa, leaders from across the region kicked off a crucial meeting in Nigeria on Sunday and admitted for the first time that their efforts to stem the tide of coups have achieved little success.(AP Photo)

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Mourners carry the body of Mahmoud Abu Haniyeh, 17, during his funeral at the town of Azzun, West Bank, Sunday, Dec. 10, 2023. The Palestinian Health Ministry says Abu Haniyeh was killed during clashes with the Israeli army on Saturday in the town of Azzun. (AP Photo/Majdi Mohammed)

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Secretary of State Antony Blinken speaks during an Anti-Corruption Champion Awards Ceremony at the State Department, Thursday, Dec. 7, 2023, in Washington. (AP Photo/Alex Brandon)

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Argentina's incoming President Javier Milei receives the presidential cane from outgoing President Alberto Fernandez at the Congress in Buenos Aires, Argentina, Sunday, Dec. 10, 2023. (AP Photo/Natacha Pisarenko)

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Participants in a demonstration protest against anti-Semitism under the slogan "Germany stands up - Never again is now!" in Berlin, Sunday, Dec. 10, 2023. (Carsten Koall/dpa via AP)

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A vehicle sits by the side of the road near damaged power lines on Sunday, Dec. 10, 2023, Clarksville, Tenn. Central Tennessee residents and emergency workers are continuing the cleanup from severe weekend storms. (AP Photo/Mark Zaleski)
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Our Firm

Meet Fortune Financial Group Fortune Financial's mission is to provide our clients with a retirement income that they will never outlive. Our primary specialty is keeping our clients' money safe from volatile and risky investments. Chris Scalese | President

Christopher Scalese is the president and founder of Fortune Financial Group, financial services firm exclusively dedicated to servicing and informing retirees. Since 1992, Chris has worked with families and individuals to build, protect and preserve wealth for their retirement.

Chris holds his life and health insurance licenses in Pennsylvania and is a Registered Financial Consultant and Investment Advisor Representative. He is widely regarded as one of the leading independent financial advisors in the area.

Chris writes recurring columns for a variety of publications and is featured each weekend on a national radio talk show as Northeast Pennsylvania's retirement planning professional. Chris is the author of two books, “Retirement is a Marathon, Not a Sprint” and “Dare to Succeed,” the latter of which was a collaboration with “Chicken Soup for the Soul” author, Jack Canfield. In addition, Chris regularly leads workshops and adult education courses on retirement planning.

Chris and his wife, Mary Beth, reside in Dunmore with their four children. Fortune Financial Group is an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.

With so many investment and insurance products available today, it's important to work with a professional who has specific expertise in all areas of personal financial planning. Chris Scalese and the Fortune Financial Group team are experienced, responsive and understand your needs for integrity and transparency.

Contact Us

Phone:
570-489-4142

Fax:
570-489-4995

Email:
chris@fortune-financial.org

Address:
200A Tigue St. Dunmore, PA 18512

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