Carlos Dias Jr., Wealth Adviser
Carlos Dias Jr. is a financial adviser, public speaker and president of Dias Wealth LLC, in the Orlando, Florida, area, offering strategic financial planning services to business owners, executives, retirees and professional athletes.
Carlos is a nationally syndicated columnist for Kiplinger and has contributed, been featured or quoted in over 100 publications, including Forbes, MarketWatch, Bloomberg, CNBC, The Wall Street Journal, U.S. News & World Report, USA Today and several others. He's also been interviewed on various radio and television stations. Carlos is trilingual, fluent in both Portuguese and Spanish.
Phone: 321.926.0936 ext. 1 | 877.926.0086 ext. 1
Email: carlos@diaswealth.com
Website: www.carlosdiasjr.com (opens in new tab) | www.diaswealth.com (opens in new tab) | https://annuityearnings.com (opens in new tab)
Latest articles by Carlos Dias Jr., Wealth Adviser
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Choosing Between a Private Foundation vs. Donor-Advised Fund
taxes Whether you want control with a private foundation or confidentiality and fewer restrictions with a donor-advised fund, each of these has its own place.
By Carlos Dias Jr., Wealth Adviser • Published
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Critical Choices for IRA Beneficiaries
retirement Inheriting a traditional IRA comes with a bit of a learning curve: RMDs, taxes, deadlines, penalties, spousal rules, non-spousal rules ... all are important to know and understand.
By Carlos Dias Jr., Wealth Adviser • Published
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5 Ways Financial Advisers Misrepresent Themselves
Financial Planning How to find out if your financial adviser is misleading you about their credentials, and what steps you can take to protect yourself.
By Carlos Dias Jr., Wealth Adviser • Published
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Are Annuities a Solution for Baby Boomers in Retirement?
annuities The basics of how annuities work, how they can provide a lifetime stream of retirement income, their pros and their cons.
By Carlos Dias Jr., Wealth Adviser • Published
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7 Questions to Ask Before Hiring a Financial Adviser
Financial Planning It pays to know the difference between the financial professionals offering to help you with your investment and retirement decisions before you make your choice.
By Carlos Dias Jr., Wealth Adviser • Published
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Tax Rules on 10 Different Retirement Accounts and Investments
taxes Saving money for retirement involves many factors that can't be controlled, but taxes can be, to a certain extent.
By Carlos Dias Jr., Wealth Adviser • Published
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Pension Possibilities: IRA Rollover? Buy an Annuity? Or Take the Payout?
Employee Benefits Making your decision on the type of payout you receive in retirement requires considering these four factors.
By Carlos Dias Jr., Wealth Adviser • Published
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6 Options to Fund Long-Term Care in Retirement
Long-Term Care Insurance It's not fun to think about, but if you boil down your choices a bit, making a plan for what could easily cost several thousand per month becomes less daunting.
By Carlos Dias Jr., Wealth Adviser • Last updated
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5 Ways To Make Your Money Last Longer in Retirement
retirement It takes good planning and perhaps an annuity in later life. Forget about the 4% rule. It doesn’t cut it anymore.
By Carlos Dias Jr., Wealth Adviser • Last updated