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.
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.
Understanding the 60-day rule to rollover funds is imperative and essential in order to avoid significant taxes and unwanted penalties.
Missing out on an employer 401(k) opportunity is the most obvious retirement savings mistake a worker could make. But there are more pitfalls therein.
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