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Wealth Manager and Founder,
Excel Tax & Wealth Group
Phone: 407.219.9017 ext. 101 | 877.990.3427 ext. 101
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.
Choosing your investments with taxes in mind is a smart strategy as you approach retirement. Here are four income-generating possibilities that won’t trigger big tax bills.
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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.
With a Roth, you can avoid RMDs and let more of your money grow tax-free.