Financial Advisor and Founder of Dias Wealth, LLC

Carlos Dias Jr.

Financial Advisor and Founder of Dias Wealth, LLC

Carlos Dias Jr. is a financial advisor, speaker and instructor. He’s presented to thousands of accountants and attorneys on properly using financial products when developing tax and estate plans. Carlos is a nationally syndicated columnist for Kiplinger and has contributed, been featured or quoted in many publications, including Forbes, MarketWatch, Bloomberg, CNBC, The Wall Street Journal, U.S. News & World Report and USA Today, including radio and television stations.

Articles

Are annuities taxable? The short answer is yes, but the tax implications can vary depending on how you structure your annuity.

Investments Insurance

Are Annuities Taxable? Here's What You Need to Know

Are annuities taxable? The short answer is yes, but the tax implications can vary depending on how you structure your annuity.

Carlos Dias Jr. Author Thumbnail

Carlos Dias Jr. | Feb 28, 2021

A couple uses a laptop to check on their retirement savings.

Options for Building Your Retirement Savings Without a 401(k)

Carlos Dias Jr. Author Thumbnail

Carlos Dias Jr. | Feb 08, 2021

A senior couple with a computer and documents planning for retirement.

How Does a 401(k) Work When You Retire?

Carlos Dias Jr. Author Thumbnail

Carlos Dias Jr. | Jan 13, 2021

A retired couple signs a legal document as part of the estate planning process.

Budgeting Family

What Is Estate Planning and Why Is It Important?

Carlos Dias Jr. Author Thumbnail

Carlos Dias Jr. | Dec 14, 2020

Grandfather reading with grandson.

Budgeting Insurance Family

What Is the Difference Between Term and Whole Life Insurance?

Carlos Dias Jr. Author Thumbnail

Carlos Dias Jr. | Dec 14, 2020

About Us Terms of Use Privacy Center

Cookie Settings

This material provides general information about the described insurance product(s) for educational purposes only. This is not intended as investment advice or to recommend the insurance product(s). The Center for a Secure Retirement does not provide legal or tax advice. Each individual should seek specific advice from their own tax or legal advisors.

CNO Financial Group, Inc., K.F. Agency, Inc. and Center for a Secure Retirement are not connected with or endorsed by the US Government or the Federal Medicare Program

© 2023. Center for a Secure Retirement is owned and operated by K.F. Agency, Inc., a licensed insurance agency and wholly owned subsidiary of CNO Financial Group, Inc.