Annuities are typically the most misunderstood financial product. They can provide lifetime income, principal protection, and an alternative to other investments. Learn the basics of how annuities work, their phases, the different types, including pros and cons, tax treatment, and when it’s appropriate to use one.
Carlos Dias Jr. is a financial adviser, public speaker, and president of Dias Wealth LLC in Orlando, Florida, offering strategic financial planning services to business owners, executives, retirees, and professional athletes.
Carlos is a nationally syndicated columnist for Kiplinger and has contributed, been featured or quoted in over 100 publications, including Forbes, MarketWatch, Bloomberg, CNBC, The Wall Street Journal, U.S. News & World Report, USA Today, and several others. He's also been interviewed on various radio and television stations. Carlos is trilingual, fluent in both Portuguese and Spanish.