Carlos Dias Jr., Wealth Adviser
Founder and President, Dias Wealth LLC
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 | www.diaswealth.com
Check Your Financial Adviser Now (and Every Year) or Regret It Later
wealth management
Check Your Financial Adviser Now (and Every Year) or Regret It Later
Fewer than 10% of investors use such free background checks as Investor.gov, BrokerCheck or IAPD to check their financial advisers’ backgrounds. These…
September 21, 2020
Estate Planning Is More Important Than You Think
retirement
Estate Planning Is More Important Than You Think
Estate planning ensures financial security for your loved ones if something should happen to you by protecting your hard-earned assets – such as your …
April 6, 2020
Retirement and Estate Planning Opportunities after the SECURE Act
retirement
Retirement and Estate Planning Opportunities after the SECURE Act
Have a big IRA or a trust? Your strategies for limiting the tax burdens on your beneficiaries may have just changed ... a LOT.
February 19, 2020
What to Know Before Purchasing a Long-Term Care Rider
Long-Term Care Insurance
What to Know Before Purchasing a Long-Term Care Rider
Do you know the difference between a long-term care rider and chronic illness rider? Section 7702B and Section 101(g)? If you're contemplating a life …
September 27, 2019
Avoid These Mistakes with Your Retirement Income Plan
Making Your Money Last
Avoid These Mistakes with Your Retirement Income Plan
Because we are living longer, retirees need to find sustainable sources of retirement income. Make sure you're avoiding the following mistakes when pl…
September 16, 2019
Retirees: Don’t Make the Same Mistakes Before a Market Correction
investing
Retirees: Don’t Make the Same Mistakes Before a Market Correction
Take some lessons from the mistakes many retirees made during the downturn that socked stocks in 2008. By adjusting accordingly, you don't have to fea…
September 11, 2019
5 Charitable Planning Options That Can Save You Money on Taxes
Tax Breaks
5 Charitable Planning Options That Can Save You Money on Taxes
Due to recent changes in the tax law, charitable planning is becoming an intricate part of tax, estate and gift planning. It's important to plan now w…
July 19, 2019
What to Know Before Purchasing an Annuity Income Rider
retirement
What to Know Before Purchasing an Annuity Income Rider
Do you know the difference between a GLWB and a GMIB? A roll-up rate and a payout rate? If you're contemplating a fixed indexed or variable annuity wi…
July 12, 2019
7 Secrets Financial Advisers Won't Tell You
Financial Planning
7 Secrets Financial Advisers Won't Tell You
In many instances, there are some things that your financial adviser may not want you to be aware of, and they can be costly in the long run.
June 3, 2019
Choosing Between a Private Foundation vs. Donor-Advised Fund
taxes
Choosing Between a Private Foundation vs. Donor-Advised Fund
Whether you want control with a private foundation or confidentiality and fewer restrictions with a donor-advised fund, each of these has its own plac…
May 31, 2019
Critical Choices for IRA Beneficiaries
retirement
Critical Choices for IRA Beneficiaries
Inheriting a traditional IRA comes with a bit of a learning curve: RMDs, taxes, deadlines, penalties, spousal rules, non-spousal rules ... all are imp…
May 15, 2019
5 Ways Financial Advisers Misrepresent Themselves
Financial Planning
5 Ways Financial Advisers Misrepresent Themselves
How to find out if your financial adviser is misleading you about their credentials, and what steps you can take to protect yourself.
December 28, 2018
Are Annuities a Solution for Baby Boomers in Retirement?
annuities
Are Annuities a Solution for Baby Boomers in Retirement?
The basics of how annuities work, how they can provide a lifetime stream of retirement income, their pros and their cons.
May 31, 2018
7 Questions to Ask Before Hiring a Financial Adviser
Financial Planning
7 Questions to Ask Before Hiring a Financial Adviser
It pays to know the difference between the financial professionals offering to help you with your investment and retirement decisions before you make …
May 25, 2018
Tax Rules on 10 Different Retirement Accounts and Investments
taxes
Tax Rules on 10 Different Retirement Accounts and Investments
Saving money for retirement involves many factors that can't be controlled, but taxes can be, to a certain extent.
March 21, 2018
Pension Possibilities: IRA Rollover? Buy an Annuity? Or Take the Payout?
Employee Benefits
Pension Possibilities: IRA Rollover? Buy an Annuity? Or Take the Payout?
Making your decision on the type of payout you receive in retirement requires considering these four factors.
March 8, 2018
6 Options to Fund Long-Term Care in Retirement
Long-Term Care Insurance
6 Options to Fund Long-Term Care in Retirement
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…
February 28, 2018
5 Ways To Make Your Money Last Longer in Retirement
retirement
5 Ways To Make Your Money Last Longer in Retirement
It takes good planning and perhaps an annuity in later life. Forget about the 4% rule. It doesn’t cut it anymore.
June 30, 2017
4 Tax-Free Income Sources to Supplement Retirement
retirement
4 Tax-Free Income Sources to Supplement Retirement
Choosing your investments with taxes in mind is a smart strategy as you approach retirement. Here are four income-generating possibilities that won’t …
June 16, 2017
Avoiding the IRA Beneficiary Tax Trap
IRAs
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.
May 8, 2017
How a Roth Conversion Can Save You and Your Heirs Thousands
retirement
How a Roth Conversion Can Save You and Your Heirs Thousands
With a Roth, you can avoid RMDs and let more of your money grow tax-free.
October 4, 2016