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Carlos Dias Jr.
68 followers -
Carlos Dias Jr. is a Wealth Manager and Contributor for Forbes, MarketWatch, Kiplinger, and Huffington Post
Carlos Dias Jr. is a Wealth Manager and Contributor for Forbes, MarketWatch, Kiplinger, and Huffington Post

68 followers
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Carlos's posts

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Quoted on having to repay your 401(k) loan if you're fired or quit your job in "8 Reasons to Never Borrow from Your 401(k)" by Lisa Smith of +Investopedia.

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Quoted on taking lump-sum distribution option and shopping annuity companies in "Should I Choose an Annuity or Pension in Retirement?" by Jeff Brown of +US News & World Report.

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My +Kiplinger article "4 tax-free income sources to supplement retirement" was republished on +AOL Finance. Read about four income-generating possibilities that won’t trigger big tax bills.

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Quoted on setting up a trust or corporation to receive money from winning the lottery in "Where Your Money Goes After These 16 Life Curveballs" by Cameron Huddleston of +GOBankingRates.

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Did you know there are four income-generating possibilities that won’t trigger big tax bills? Read my article posted on +Kiplinger titled "4 Tax-Free Income Sources to Supplement Retirement."

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Quoted on unreimbursed medical expenses in "9 Penalty-Free IRA Withdrawals" by Denise Appleby of +Investopedia.

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Quoted on direct transfer versus 60-day rollover in "Common IRA Rollover Mistakes" by George Lambert of +Investopedia.

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Quoted on no longer financially supporting your kids (and parents) in "6 Signs You Are OK to Retire" by Amy Bell of +Investopedia.

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My +Kiplinger article "Avoiding the IRA Beneficiary Tax Trap" was republished on +Nasdaq. Read how one error can cost your beneficiaries up to 40% in taxes on your retirement account.

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Did you know that one error can cost your beneficiaries up to 40% in taxes on your retirement account? Read my article posted on +Kiplinger titled "Avoiding the IRA Beneficiary Tax Trap."
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