Alvin Carlos

March 30, 2021 | Alvin Carlos, CFA, CFP®

529 versus ROTH

Blog: Pros and Cons of a 529 College Savings Plan

  Would you like to start saving for your child’s college? In this article, we will discuss the pros and cons of saving through a 529 college savings plan. If you live in DC, Maryland, or Virginia, we will also cover the ins and outs of the 529 Maryland, 529 DC and 529 VA plans.  […]

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March 26, 2021 | Alvin Carlos, CFA, CFP®

Blog: Top Three Thrift Savings Plan Tips

Are you working in a government job or serving in the military? If so, watch this video for three tips that can help you make sure you are maximizing your Thrift Savings Plan (TSP) allocation!

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January 25, 2021 | Alvin Carlos, CFA, CFP®

Blog: How to Rollover an IRA to 401k

If you have recently started a Backdoor ROTH IRA, you may be at the point where you need to Rollover your IRA to a 401K. In this video, I’m going to show you how to move your Rollover or SEP IRA to your 401k.  

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October 8, 2020 | Alvin Carlos, CFA, CFP®

Blog: Should I Buy a Vacation Home?

Have you been thinking of buying a vacation home? Maybe somewhere close to the water or a cabin in the mountains? It’s nice to have a place to getaway, right? In this video, I’m going to share with you five questions you can ask yourself to help decide whether or not buying a vacation home […]

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October 6, 2020 | Alvin Carlos, CFA, CFP®

Blog: Payroll Tax Deferral Explained!

Have you been hearing talk about the payroll tax deferral program? All the chatter has some people wondering if it does or doesn’t apply to them. Check out this video to hear some details about the program that you may not know!

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September 21, 2020 | Alvin Carlos, CFA, CFP®

Blog: Tax-Free Investing for YouTubers

Are you a YouTuber who’s now making six or seven figures from your YouTube channel? Do you want to invest and grow your YouTube money in a tax free manner? If your answer to both is YES, then this video is for you! I’ll give you three options you can use to invest and grow […]

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September 16, 2020 | Alvin Carlos, CFA, CFP®

Blog: Best Way to Consolidate Credit Card Debt

Are you tired of carrying credit card debt? Alvin Carlos, CFA, CFP® shares three tips on how you can consolidate your credit card debt and get on a path towards being debt-free.

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September 16, 2020 | Alvin Carlos, CFA, CFP®

BLOG: Restricted Stock Units (RSU) Explained

Wondering about Restricted Stock Units or RSUs? You’ve come to the right video. Alvin Carlos explains what they are, tax implications and how you can use them best.

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September 14, 2020 | Alvin Carlos, CFA, CFP®

BLOG: Rollover IRA: 3 Reasons You Should NOT

    If you have an old 401k because you changed jobs or you’re not fully self-employed, you might have to decide what to do with that 401(k) account you contributed to every payday.   Before you do a rollover IRA, which most people will tell you what you should do, you may want to […]

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August 24, 2020 | Alvin Carlos, CFA, CFP®

Blog: Is the Stock Market Overvalued?

Do you wonder why the stock market continues to rise?  Is the stock market overvalued?  Watch here as I discuss two sides of this debate.

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