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Financial PlanningRetirement PlanningTaxes

Avoid These 7 Major Retirement Risks

As people continue living longer and inflation keeps increasing, here are some tips on how to prepare for changes with retirement planning.
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Taxes

IRS releases 2023 tax rates and inflation adjustments

The IRS released Rev. Proc. 2022-38 with 2023 income tax rates, maximum capital gains rates, standard deduction, AMT, QBI deduction, estate tax exemptions, gift tax, long-term care deductions, and per diem.
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Retirement PlanningTaxes

4 retirement tips with the Biden tax plan

An effective and well-rounded plan should every potential aspect including tax, investment, retirement, and estate planning decisions.
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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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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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© 2023 Dias Wealth, LLC. All Rights Reserved.

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), Texas (License # 2606613), Virginia (License # 1171854), Colorado, Illinois, North Carolina, South Carolina, and Oregon (License # 8471859).