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November 2021

MedicareRetirement Planning

What to know about Medicare when turning (or already) age 65

The Medicare Open Enrollment Period is from October 15 to December 7. Understand how Parts A, B, and D, Part B premiums, Medicare Advantage (Part C), and supplemental plans work for you.
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Retirement AccountsRetirement PlanningTaxes

Are IRA loans allowed from a traditional, Roth, SEP, or SIMPLE?

You can borrow up to $50,000 from a 401(k), 403(b), 457(b), Thrift Savings Plan, and defined benefit pension plan, but never a traditional or Roth IRA, including SEPs and SIMPLE plans.
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Sports

The NFLPA Financial Advisor program is still flawed and failing players

The NFLPA started licensing financial firms in addition to advisors. This move may seem to have good intentions, but it exposes how NFL players are being deceived when money is involved.
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Elizabeth Masso
Carlos is a very professional and knowledgeable financial planner. He focused on my financial goals and answered all my questions. He helped me better understand my future retirement plans, as well as how my life insurance policy was set up. Truly thankful for Carlos and his team.

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All investing is subject to risk, including possible loss of principal. Dias Wealth, LLC is a Registered Investment Advisor (RIA) in the State of Florida (CRD #304465), providing financial planning, asset management, and related services for clients nationally. Dias Wealth, LLC will file and maintain all applicable licenses as required by the state securities boards and/or the Securities and Exchange Commission (SEC), as applicable. Dias Wealth, LLC renders individualized response to persons in a particular state only after complying with all regulatory requirements, or pursuant to an applicable state exemption or exclusion. This website is intended to provide general information about Dias Wealth, LLC and it is not intended to offer investment advice. Information regarding investment products and services are provided solely to read about our investment philosophy, our strategies and to be able to contact us for further information. Market data, articles and other content on this website are based on available information and are believed to be reliable. Dias Wealth, LLC does not guarantee the accuracy of the information contained in this web site. The information is of general nature and should not be construed as investment advice. Dias Wealth, LLC will provide all prospective clients with a copy of our current Form ADV Part 2A prior to commencing an advisory relationship.

Insurance and annuities offered through Dias Financial, LLC, a Florida Insurance Agency (License # L106434). Carlos Dias Jr. is licensed in the State of Florida (License # E181443), California (License # 4065931), Georgia (License # 791372), Missouri (License # 3002126789), Ohio (License # 1527348), Texas (License # 2606613), Virginia (License # 1171854), Colorado, Illinois, North Carolina, South Carolina, and Oregon (License # 8471859).