With Joe Biden as the 46th President of the United States, the American public may soon see a new direction in retirement savings. Now more than ever, it is essential to start planning for these potential changes.
The proposed changes include improved tax benefits for defined contribution plans and increasing Social Security payroll tax for individuals earning more than $400,000. In this webinar, attendees will learn what those proposals look like and how they’ll affect your clients in 2021 and beyond.
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.