Ed Slott's Elite IRA Advisor Group

Ed Slott's IRA Corner


Thomas T. Riquier, CFP®, CLU and President of The Retirement Financial Center in Danvers, is a member of Ed Slott’s Master Elite IRA Advisor Group ™ – the highest level of continuous training offered by Ed Slott and Company.

Mr. Riquier has specialized knowledge and tools to help ensure that IRAs are set up and maintained correctly and is notified of IRA tax changes through email alerts and workshops. He believes it is essential that retirement accounts are properly and effectively incorporated into client retirement plans. Mr. Riquier initially became a member of Ed Slott’s Elite IRA Advisor Group™ after meeting certain educational requirements. He has continued his IRA training and is now a member of Ed Slott's Master Elite IRA Advisor Group™ - the highest level.

Ed Slott and Company, LLC is the nation’s leading provider of IRA training for financial advisors. Ed Slott was called “The Best” source for IRA advice by The Wall Street Journal. He is a practicing CPA and the author of several leading books on retirement distribution planning.

The views expressed are those of Ed Slott and Company, LLC and are independent of those of United Planners Financial Services. United Planners makes no representations as to the suitability or validity of any information provided by Ed Slott and Company, LLC. Consult your tax and financial professional prior to implementing any of the suggestions listed.