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Richard A. Carriuolo, Certified Financial Planner™
Vice President and Director of Wealth Management S, S. R. M. Davis, Inc.

Richard A. Carriuolo, CFP™ is Vice President and Director of Wealth Management Services at R. M. Davis, Inc., a registered investment advisor with offices in Portland, Maine, and Portsmouth, N.H. He is licensed to practice law in the states of Maine and Massachusetts. He is a graduate of Holy Cross College and Harvard Law School. He joined R. M. Davis, Inc. in 1994, after over 17 years of private legal practice with a Portland law firm. He has served on the Board of Governors of the Investment Adviser Association in Washington, D.C., and is currently a member of its Governmental Relations Committee. He has been a Certified Financial Planner ™ since 2001.

Phone: 1.207.774.0022 E-mail: rcarr@rmdavis.comwww.rmdavis.com

Everything You Need to Know about RMDs
retirement

Everything You Need to Know about RMDs

If you’re baffled by required minimum distributions, you could be risking a big tax penalty, so take a moment to review the basic rules.
July 23, 2018