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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, pros and cons of annuities, tax treatment, and when it’s appropriate to use them.
Learning Objectives:
- Recall a general overview of annuities
- Identify essential information to understand who may and who may not be a fit for an annuity
Carlos Dias Jr.
Dias Wealth
Founder and Managing Partner
carlos@diaswealth.com
(407) 801-2244
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.
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