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?
ethics.net
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
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
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...
carlosdiasjr.com
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...
carlosdiasjr.com
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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