June 2021
How To Manage Your Money with Carlos Dias Jr | Frugal Fundamentals
Money Management 101 – Frugal Fundamentals workshop
Carlos Dias Jr is a wealth advisor and finance contributor for national publications including Market Watch
Frugal Fundamentals is our live virtual workshop series that gives athletes the tools and resources necessary to succeed off the field. If you would like to participate and be informed on future sessions sign up here https://www.afrugalathlete.com/frugal-fundamentals
The financially-responsible retired athlete with financial advisor Carlos Dias Jr.
Why do so many retired pros file for bankruptcy? How are the athletes of today in a better position to financially protect themselves than those from decades past? What do female pro athletes need to consider in planning for their financial future? Carlos Dias Jr., a financial advisor experienced in working with pro athletes, discusses it all on today’s show. He also drops a nug or two of wisdom for us regular retired athletes. Listen now on Spotify and Apple Podcasts.
The Keys to Financially Prepare for What’s Next
Learn what you need to know to take control of your finances. From what questions to ask an investment advisor to the difference between some important financial terms, this conversation will have you feeling empowered and ready to take the lead in your finances.
What your business needs to know for 2021 taxes
Is your business ready for the 2021 tax season? Carlos Dias Jr., financial adviser and tax expert, shares everything you need to know to take advantage of Biden tax benefits.
PROFESSIONAL ATHLETES GOING BROKE: PERSPECTIVES FROM FINANCIAL ADVISORS
A THESIS PRESENTED TO THE GRADUATE SCHOOL OF THE UNIVERSITY OF FLORIDA IN PARTIAL FULFILLMENT OF THE REQUIREMENTS FOR THE DEGREE OF MASTER OF SCIENCE UNIVERSITY OF FLORIDA 2021.
How Are 401(k) Withdrawals Taxed for Nonresidents?
If you’re a citizen of Canada, Mexico, or another country and sometimes live and work in the U.S. on a visa, you may be considered a nonresident alien. For tax purposes, the IRS defines a nonresident alien as a non-U.S. citizen who is legally present in the U.S. but either lacks a green card or does not pass the substantial presence test. As a nonresident alien, the IRS requires you to pay income tax only on the money you earn from a U.S. source.1
How to Determine the Most Appropriate Time for Going into Retirement
Decided to plan your retirement but confused with where to start from? For sure, that question needs considering various aspects: your lifestyle, needs, and other circumstances that can have a significant impact on our life.
What to Know About Tax Evasion and Avoidance
Every taxpayer can take advantage of strategic tax planning to avoid overpaying on taxes. But as these methods become more aggressive, the line between legal tax avoidance and illegal tax evasion can become a blurry one.
