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Carlos Dias Jr.


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

Carlos Dias Jr.
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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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