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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Avoiding the IRA Beneficiary Tax Trap
IRAs 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.
By Carlos Dias Jr., Wealth Adviser • Last updated
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How a Roth Conversion Can Save You and Your Heirs Thousands
retirement With a Roth, you can avoid RMDs and let more of your money grow tax-free.
By Carlos Dias Jr., Wealth Adviser • Last updated