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Stocks Under $10 with 50-100% upside potential - 14 days FREE!

Carlos Dias Jr.

Contributor

Carlos Dias Jr. is the Founder and Managing Partner of Excel Tax & Wealth Group, a fee-only financial and wealth management firm. He is a licensed investment advisor and a Registered Financial Consultant (RFC®) with the International Association of Registered Financial Consultants (IARFC). Over the past 8 years, Carlos has been educating investors on financial, tax, estate, charitable, and retirement planning. Carlos has appeared on CBS as an expert, and is a contributor for TheStreet and Yahoo. Follow Carlos on Twitter (@CarlosADiasJr), connect on LinkedIn, like on Facebook, plus on Google+, or visit his website at www.carlosdiasjr.com.

Carlos Dias Jr.
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3 Tax Tips for Investors to Save Big on Their 2014 Tax Bills

By Carlos Dias Jr.

Proper tax planning now will help you reduce taxes on investment gains, as well as take advantage of tactics that might not be available in the future.

09:30AM 12/10/14

Avoiding the 60-Day IRA Rollover Rule

By Carlos Dias Jr.

Understanding the 60-day rule to rollover funds is imperative and essential in order to avoid significant taxes and unwanted penalties.

07:00AM 06/23/14

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