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Wealth Manager and Founder,
Excel Tax & Wealth Group
Phone: 407.219.9017 ext. 101 | 877.990.3427 ext. 101
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.
Inheriting a traditional IRA comes with a bit of a learning curve: RMDs, taxes, deadlines, penalties, spousal rules, non-spousal rules ... all are important to know and understand.
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