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Financial Forum

What do I need to know about tax implications for taking money out of my retirement accounts?

by: Lee Ann Kaskel

Posted: Sep 15, 2023 / 07:50 AM EDT

Updated: Sep 15, 2023 / 07:50 AM EDT

by: Lee Ann Kaskel

Posted: Sep 15, 2023 / 07:50 AM EDT

Updated: Sep 15, 2023 / 07:50 AM EDT

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This photo, which was included in an indictment of U.S. Sen. Bob Menendez (D-N.J.), shows a jacket bearing Menendez's name, along with cash from envelops found inside the Jacket during a search by federal agents of the senator's home in Harrison, N.J., in 2022. Federal prosecutors announced charges of bribery against Menendez and his wife, Nadine Arslanian Menendez, on Friday, Sept. 22, 2023. Additional information on the jacket was redacted by the source. (U.S. Attorney's Office via AP)

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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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