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Excel Tax & Wealth Group | Carlos Dias Jr.

At Excel Tax & Wealth Group, our team works with clients of all ages to help plan for a successful financial future. We work hand-in-hand with clients to help them gain added financial peace of mind regardless of stock market and economic volatility.

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Excel Tax & Wealth Group

Carlos Dias Jr.

P.O. ●●●●●52884

Lak●●●ary , Florida, 32795

UNITED STATES

1877●●●●3427
in●●@exceltaxwealth.com

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Excel Tax & Wealth Group

Carlos Dias Jr.

P.O. ●●●●●52884

Lak●●●ary , Florida, 32795

UNITED STATES

1877●●●●3427
in●●@exceltaxwealth.com

View this contact

Excel Tax & Wealth Group

Carlos Dias Jr.

P.O. ●●●●●52884

Lak●●●ary , Florida, 32795

UNITED STATES

1877●●●●3427
in●●@exceltaxwealth.com

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Excel Tax & Wealth Group | Carlos Dias Jr. | exceltaxwealth.com Reviews

https://exceltaxwealth.com

At Excel Tax & Wealth Group, our team works with clients of all ages to help plan for a successful financial future. We work hand-in-hand with clients to help them gain added financial peace of mind regardless of stock market and economic volatility.

LINKS TO THIS WEBSITE

blog.annuity123.com blog.annuity123.com

Are Indexed Annuities the “New Wave” for Retirees? - Annuity 123 : Annuity 123

http://blog.annuity123.com/are-indexed-annuities-the-new-wave-for-retirees

America’s Resource For Making SMART Annuity Decisions. Annuity123 is dedicated to providing Americans with unbiased information about retirement, answering the tough questions you want to know. With hundreds of articles on every retirement planning topic you can think of, peace of mind is just a click away. Are Indexed Annuities the New Wave for Retirees? November 7, 2014. 401k and IRA Blogs. The 4 Percent Rule. So, what options can assure retirees a guaranteed income stream for the rest of their lives?

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Excel Tax & Wealth Group | Carlos Dias Jr. | "Wealth Manager" Ethics.net member

https://www.ethics.net/member/271/US/FL/Lake-Mary/32746/31/Carlos-Dias-Jr-

National Ethics Association - ethics.net. Excel Tax and Wealth Group. 255 Primera Boulevard,. Lake Mary, FL 32746. Http:/ www.exceltaxwealth.com. Carlos Dias Jr. is a Wealth Manager and Fee-Only Financial Advisor at Excel Tax and Wealth Group. In 2001, Carlos commenced his studies as a first generation college student at Daytona State College. In 2011 he became Certified in Long-Term Care (CLTC); in April 2014, he became a Registered Financial Consultant (RFC); and in May 2014 he became an Ed Slott IRA A...

carlosdiasjr.com carlosdiasjr.com

Are Indexed Annuities the "New Wave" for Retirees? - Carlos Dias Jr.

http://carlosdiasjr.com/are-indexed-annuities-the-new-wave-for-retirees

Wealth Manager, Contributor, Personal Finance Expert. Are Indexed Annuities the “New Wave” for Retirees? Since then, many retirees’ mind frames have dramatically changed from focusing on wealth accumulation and exorbitant returns to instead concentrating on rising health care expenses and not outliving their hard-earned savings. The 4 Percent Rule. So, what options can assure retirees a guaranteed income stream for the rest of their lives? Certificates of Deposit (CDs). If you are relying on CDs to keep ...

carlosdiasjr.com carlosdiasjr.com

3 Tax Tips for Investors to Save Big on Their 2014 Tax Bills - Carlos Dias Jr.

http://carlosdiasjr.com/3-tax-tips-for-investors-to-save-big-on-their-2014-tax-bills

Wealth Manager, Contributor, Personal Finance Expert. 3 Tax Tips for Investors to Save Big on Their 2014 Tax Bills. As 2014 comes to a close, proper tax planning will help savvy investors reduce what they pay on investment gains, as well as take advantage of tactics that might not be available in the future. 1 Tax Loss Harvesting and Selling in Lower Tax Brackets. Stock A has increased $2,000;. Stock B has decreased $6,000;. Stock C has increased $3,000;. Stock D has decreased $9,000. If you’re in the 15...

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Professional Athletes: What to Expect After Retirement from Sports - Carlos Dias Jr.

http://carlosdiasjr.com/professional-athletes-what-to-expect-after-retirement-from-sports

Wealth Manager, Contributor, Personal Finance Expert. Professional Athletes: What to Expect After Retirement from Sports. For the most part, professional athletes enjoy the life that others can only dream of. From considerable salaries, endorsement and television deals, and an enormous fan base are the result of hard work and dedication. The following is what most professional athletes should expect from each category after retiring from their respective sport. Professional athletes often rely on the rat...

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Disclaimer - Carlos Dias Jr.

http://carlosdiasjr.com/disclaimer

Wealth Manager, Contributor, Personal Finance Expert. CarlosDiasJr.com will only transact business in states in which the firm is properly registered, or exempted from registration requirements. Nothing in this site is intended as an offer or solicitation for the purchase or sale of any financial instrument. Links to other website or references to other products, services, or publications do not imply the endorsement or approval of such by CarlosDiasJr.com. Third-party websites reached through li...All r...

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Accounting Services Mississauga and Toronto. Corporate Taxes Mississauga and Toronto. Business Startup Mississauga and Toronto. Personal and Self-Employment Taxes. Due Dates for Tax Returns. Filing for Previous Years. Worksheets for Income and Expenses. Advantages of Forming a Corporation. Canada Revenue Agency Offices. Children's Fitness and Arts Credit. Healthy Homes Renovation Tax Credit. Home Buyers Plan (HBP). Old Age Security Benefits. Worksheets for Income and Expenses. Expenses and Rental Income.

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Excel Tax & Wealth Group | Carlos Dias Jr.

Sign up for your complimentary consultation. This iframe contains the logic required to handle Ajax powered Gravity Forms. At Excel Tax and Wealth Group, our team works with clients of all ages to help plan for a successful financial future. We work hand-in-hand with clients to help them gain added financial peace of mind regardless of stock market and economic volatility. Our team provides real solutions that can help you make better decisions about your investments. Founder and Managing Partner. He con...

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