Alvin Carlos

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… Read More

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… Read More

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?… Read More

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… Read More

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?… Read More

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… Read More

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.

    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… Read More

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.

Roth IRAs are a great way to grow money tax-free. However, once you reach a certain income level, you are likely no longer eligible to contribute to a Roth IRA.… Read More

Planning to buy a home? Selling your condo? Alvin Carlos (District Capital) and Yen Le (Long & Foster) discuss the state of the DC/MD/VA real estate market in light of… Read More

Have you started contributing to a Roth IRA? Here are three very common mistakes people make with Roth IRA’s. Make sure they don’t apply to you now or in the… Read More