The SECURE Act was signed on December 20, 2019 and went into effect on January 1, 2020 with bipartisan support. It is critical to understand the changes as well as how they will impact your clients' retirement and estate plans going forward. Any previous advice given is most likely outdated and you’ll need to be equipped with the right knowledge in order to have better control and help navigate them through misconceptions or incorrect information. Those with IRA trusts will be especially affected and need to plan as soon as possible before the unexpected happens.
Carlos Dias Jr. is a financial adviser, public speaker and president of Dias Wealth LLC, in the Orlando, Florida, area, 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.