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.
Recent Articles By The Author
3 Tax Tips for Investors to Save Big on Their 2014 Tax Bills
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.
Avoiding the 60-Day IRA Rollover Rule
Understanding the 60-day rule to rollover funds is imperative and essential in order to avoid significant taxes and unwanted penalties.