Tom Riquier, CFP, CLU, Completes More IRA Training
Thomas T. Riquier, CFP, CLU and President of The Retirement Financial Center in Danvers, recently returned from Florida, where he completed another level of Ed Slott’s Master Elite IRA Advisor Group™ specialized training that featured a variety of industry experts. These special guest speakers presented valuable, in-depth information about IRA planning and protection. Some of the topics covered in this information-packed, 3-day conference included: IRA Rollover/Lump Sum Distributions; Lump-Sum Distribution Tax Breaks, 2010 Tax Act; 2011-2012 IRA Tax Planning; and Tax Breaks for Retirement Plan Beneficiaries.