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Carlos Dias Jr., RIA

Wealth Manager and Founder, Excel Tax & Wealth Group

Phone: 407.219.9017 ext. 101 | 877.990.3427 ext. 101
Email: carlos@exceltaxwealth.com
www.exceltaxwealth.com
www.carlosdiasjr.com

Carlos Dias Jr. is a wealth manager and founder of Excel Tax & Wealth Group, an advisory firm offering strategic financial planning services to high-net-worth individuals, business owners, executives and retirees. He maintains a highly personal approach by accounting for the distinct needs that his clients have at different points in their financial lives. Dias is a contributor for Forbes, the Huffington Post, Kiplinger and MarketWatch.

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Avoiding the IRA Beneficiary Tax Trap

Be careful who inherits your IRA, and be smart about how they are allowed to do it. It could save them a potentially 40% tax hit.

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