Amida Wealth Advisors

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Amida Wealth Advisors Based in Miami, serving clients across multiple U.S. states. Welcome to Amida Wealth, a place where we help you manage, protect and grow your wealth.

Transform YOUR VISION OF WEALTH® with personalized wealth management rooted in the Five Pillars of wealth being™: Health, Relationships, Finances, Career, and Personal Growth. Our strength is in the strategies and plans that allow you to live in the present without worrying about the future. Amida Wealth Advisors LLC is a registered investment adviser that only conducts business in jurisdictions where it is properly registered or is excluded or exempted from registration requirements. Registration is not an endorsement of the firm by securities regulators and does not mean the adviser has achieved a specific level of skill or ability. The firm is not engaged in the practice of law or accounting. The information presented is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of any topics discussed. All investments and investment strategies have the potential for profit or loss. A professional adviser should be consulted before making any investment decisions. All expressions of opinion reflect the judgment of the authors as of the date of the post and are subject to change. We are not responsible for comments made by third parties. Content should not be viewed as an offer to buy or sell any of the securities mentioned, as personalized financial advice, or as legal or tax advice. You should always consult an attorney or tax professional regarding your specific legal or tax situation. Different types of investments involve higher and lower levels of risk. There is no guarantee that a specific investment or strategy will be suitable or profitable for an investor’s portfolio. There are no assurances that a portfolio will match or exceed a specific benchmark. Hyperlinks on this website are provided as a convenience. Amida Lifestyle and Amida Business Management, which are hyperlinked, are not affiliated with Amida Wealth Advisors LLC. Furthermore, Amida Wealth Advisors LLC and its affiliates, officers, directors, employees, consultants, agents, and licensors are not responsible for the content of these hyperlinked sites or your transactions with them. The inclusion of links to such sites does not imply any endorsement of the material on such sites by Amida Wealth Advisors LLC and its affiliates, officers, directors, employees, consultants, agents, and licensors. Clicking the Like button is not a testimonial for, or endorsement of Amida Wealth Advisors LLC or any of its Investment Adviser Representatives. This is the only mechanism we have to circulate our page. Visitor posts must refrain from recommending specific invetsments or investment advisory services. In addition, no one commenting on this wall should post specific securities recommendations. Questions about a specific investment or adviser cannot be answered and may be removed from the page. If you wish to convey an opinion to us, please send an email to [email protected].

“I’ve been thinking about what comes next.”You don’t need a settled decision to bring that thought to us. We can begin w...
10/27/2026

“I’ve been thinking about what comes next.”

You don’t need a settled decision to bring that thought to us. We can begin with what you’re considering and explore what it could mean for your resources and responsibilities.

As your intentions become clearer, investment decisions may deserve attention. Tax-loss harvesting,for example, may allow an eligible realized loss in a taxable account to offset taxable capital gains. Whether a sale fits also depends on your needs and its effect on the portfolio.

If you’d like space to think through a possibility, we invite you to connect with us. Drop us a DM and we'll take it from there.

For informational purposes only. Not investment advice.

Follow Amida Wealth Advisors. Transform YOUR VISION OF WEALTH®.

An investment has fallen in value, but you may still want exposure to that part of the market.If selling at a loss is ap...
10/22/2026

An investment has fallen in value, but you may still want exposure to that part of the market.

If selling at a loss is appropriate, the next step deserves attention: how would the resulting portfolioreflect your reasons for investing?

The carousel introduces the questions. Our article takes them further, including replacement investments, diversification and the rules that can affect a loss deduction.

Explore what to consider before changing your portfolio:https://amidaworld.com/2026/10/13/tax-loss-harvesting-what-it-could-mean-for-your-portfolio/

For informational purposes only. Not investment advice.

Follow Amida Wealth Advisors for questions to bring to your wealth conversations. Transform YOURVISION OF WEALTH®.

What would an extra day with your family make possible?If creating that time means working fewer hours, it may also chan...
10/21/2026

What would an extra day with your family make possible?

If creating that time means working fewer hours, it may also change when you need to draw on yourinvestments. We can talk through those details alongside the life you’re hoping to make room for.

Tax-loss harvesting may be one consideration. Selling an investment at a loss in a taxable accountmay help offset taxable capital gains, subject to the applicable rules. Whether a sale fits also dependson your need for accessible funds and how it would change your portfolio.

What would greater flexibility look like for you?

For informational purposes only. Not investment advice.

Follow Amida Wealth Advisors for thoughtful conversations about wealth and the life it supports.Transform YOUR VISION OF WEALTH®.

Sometimes the most helpful place to begin is with a question you’ve been meaning to ask.If required retirement withdrawa...
10/20/2026

Sometimes the most helpful place to begin is with a question you’ve been meaning to ask.

If required retirement withdrawals are on your horizon, you might be wondering when they start, what arrangements are already in place or how the additional income will fit with everything else.

At Amida, we welcome those conversations. Together, and in coordination with your tax professional, we can consider the requirements alongside the people, responsibilities and experiences that matter to you.

Read our article, and connect with us if you would like to explore what comes next:
https://amidaworld.com/2026/10/13/required-minimum-distributions-a-conversation-about-what-comes-next/

Follow Amida Wealth Advisors to Transform YOUR VISION OF WEALTH®.


Is there a cause you’ve supported for years, or an organization whose work has touched your family?If giving is already ...
10/19/2026

Is there a cause you’ve supported for years, or an organization whose work has touched your family?

If giving is already woven into your life, it may be helpful to discuss those intentions before taking a required IRA withdrawal.

An eligible qualified charitable distribution, available from age 70½, transfers money directly from an IRA to a qualifying charity. Subject to the rules and annual limit, it can satisfy all or part of an RMD while keeping the qualifying amount out of income.

Your advisors can help you understand whether this approach fits your circumstances.

Read more: https://amidaworld.com/2026/10/13/required-minimum-distributions-a-conversation-about-what-comes-next/

Follow Amida Wealth Advisors to Transform YOUR VISION OF WEALTH®.

When someone leaves you a retirement account, the practical questions can arrive at an emotional time.You may have heard...
10/18/2026

When someone leaves you a retirement account, the practical questions can arrive at an emotional time.

You may have heard that many non-spouse beneficiaries have ten years to withdraw the balance. In some circumstances, annual withdrawals are also required during those years.

Understanding which rules apply can help you approach the decisions with more clarity. Your wealth advisor and tax professional can explain the requirements while helping you consider how the inheritance fits with your own responsibilities and intentions.

We make space for this conversation in our latest article: https://amidaworld.com/2026/10/13/required-minimum-distributions-a-conversation-about-what-comes-next/

Follow Amida Wealth Advisors to Transform YOUR VISION OF WEALTH®.


Over a working life, it’s natural for retirement savings to accumulate in more than one place.You may have an IRA alongs...
10/17/2026

Over a working life, it’s natural for retirement savings to accumulate in more than one place.

You may have an IRA alongside accounts from previous employers. When required withdrawals begin, the rules may differ across those accounts, so it helps to understand what each one needs.

You don’t have to know every calculation before speaking with your advisor. Bringing your account information together gives you a practical starting point for clarifying what is required and which arrangements are already in place.

Our article "Required Minimum Distributions: A Conversation About What Comes Next" explores how to bring the full picture into view: https://amidaworld.com/2026/10/13/required-minimum-distributions-a-conversation-about-what-comes-next/

Follow Amida Wealth Advisors to Transform YOUR VISION OF WEALTH®.


If your first required retirement withdrawal is approaching, you may have heard that you can generally wait until April ...
10/16/2026

If your first required retirement withdrawal is approaching, you may have heard that you can generally wait until April 1 of the following year.

There is another date to keep in view: the second withdrawal is still generally due by December 31 of that same year.

That can mean taking two required distributions in one calendar year, with potential implications for taxable income and Medicare premiums.

The slides walk through a simple example. Before deciding when to withdraw, a conversation with your wealth advisor and tax professional can help you consider both years together.

Read more about this in our article:
https://amidaworld.com/2026/10/13/required-minimum-distributions-a-conversation-about-what-comes-next/

Follow Amida Wealth Advisors to Transform YOUR VISION OF WEALTH®.


Think back to when you first started setting money aside for retirement. What did you imagine these years might look lik...
10/15/2026

Think back to when you first started setting money aside for retirement. What did you imagine these years might look like?

Some of those hopes may still feel familiar. Others may have evolved as life brought new people, responsibilities and possibilities.

Required withdrawals offer a natural moment to revisit those intentions while understanding the rules that apply to your accounts. We believe both deserve space in the conversation.

Our latest article explores how your retirement savings can begin to support a new season:
https://amidaworld.com/2026/10/13/required-minimum-distributions-a-conversation-about-what-comes-next/

Follow Amida Wealth Advisors to Transform YOUR VISION OF WEALTH®.

Perhaps your retirement income already supports the life you enjoy, and you would prefer to leave your savings where the...
10/14/2026

Perhaps your retirement income already supports the life you enjoy, and you would prefer to leave your savings where they are.

It can come as a surprise that certain retirement accounts require annual withdrawals once you reach the applicable starting age, whether or not you need that money for everyday living.

At Amida, we make room for the questions that follow. How will this fit with your other income? Have your priorities changed? What would you like these resources to support?

Our latest article offers a gentle introduction to required minimum distributions and the conversations they can open.

Read it here:
https://amidaworld.com/2026/10/13/required-minimum-distributions-a-conversation-about-what-comes-next/

Follow Amida Wealth Advisors to Transform YOUR VISION OF WEALTH®.

Address

218 NW 24th Street
Miami, FL
33127

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+13058090790

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