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Carlos Dias Jr., Wealth Adviser

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.

Latest Features

Building Wealth
May 2018

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.

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Building Wealth
May 2018

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 your choice.

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Building Wealth
March 2018

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.

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Building Wealth
March 2018

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.

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Building Wealth
February 2018

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 daunting.

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Building Wealth
June 2017

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.

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Building Wealth
June 2017

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 trigger big tax bills.

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Building Wealth
May 2017

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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Building Wealth
October 2016

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.

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