Amida Wealth Advisors

Call Directions Website Contact the business

Amida Wealth Advisors Our mission is to transform your vision of wealth. To help you pursue your goals for financial independence while living the life you desire.

Services: Wealth Management, Investments, Insurance, Lifestyle, Finances, Retirement, Estate Planning, Saving Welcome to Amida Wealth, a place where we help you manage, protect and grow your wealth. 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].

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®.

A meaningful gift takes the person receiving it into account.Someone facing an immediate expense may have different need...
10/13/2026

A meaningful gift takes the person receiving it into account.

Someone facing an immediate expense may have different needs from a family member preparing for an opportunity several years away. The form of your support deserves the same care as the amount.

If you’re considering giving investments, there are also tax questions to explore before ownership changes hands.

Our latest article looks at choosing what to give and why the recipient’s circumstances belong in that conversation.

Read “Giving to Family: Supporting Their Future With Intention”: https://amidaworld.com/2026/10/07/giving-to-family-supporting-their-future-with-intention/

Watching a child or grandchild prepare for their next chapter can bring a lovely mix of pride, possibility and questions...
10/12/2026

Watching a child or grandchild prepare for their next chapter can bring a lovely mix of pride, possibility and questions about how to help.

You might be thinking about current tuition, other college expenses or education that’s still several years away. Understanding the need and the timing can help you begin.

The way support is arranged also matters. Different approaches have different rules, making this a useful conversation to have with your wealth advisor and tax professional.

Our latest article explores some of those considerations.

Read more about thoughtful family giving: https://amidaworld.com/2026/10/07/giving-to-family-supporting-their-future-with-intention/

It can feel natural to ask, “How can we help?” when someone in the family needs support.Another question deserves a plac...
10/11/2026

It can feel natural to ask, “How can we help?” when someone in the family needs support.

Another question deserves a place beside it: “What will we need to continue caring for ourselves?”

Your ongoing commitments, health needs and hopes for the years ahead all matter as you consider a gift. Taking time to bring those needs into view can help you understand what feels comfortable to offer.

At Amida, we believe thoughtful giving includes care for everyone involved, including you.

Read our article on supporting family with intention: https://amidaworld.com/2026/10/07/giving-to-family-supporting-their-future-with-intention/

Sometimes we know exactly what we mean when we offer to help, but haven’t quite said it aloud.You may be thinking of a o...
10/10/2026

Sometimes we know exactly what we mean when we offer to help, but haven’t quite said it aloud.

You may be thinking of a one-time contribution toward an expense. The person receiving it may be wondering whether they can count on similar support again.

A gentle conversation can help you understand one another. Sharing your intention, listening to their needs and discussing what happens next gives the gift a clearer place in both your lives.

Our latest article explores these personal considerations alongside the practical questions that come with family giving.

Continue reading on Amida World: https://amidaworld.com/2026/10/07/giving-to-family-supporting-their-future-with-intention/

You may have imagined this moment for years: being able to help someone you love and seeing the difference it makes.Perh...
10/09/2026

You may have imagined this moment for years: being able to help someone you love and seeing the difference it makes.

Perhaps it’s contributing to an education or offering support during a difficult season. Whatever the reason, giving can become a meaningful expression of the life you’ve worked to create.

There are practical considerations to explore alongside that joy, including how the gift fits with your own needs and your family’s wider circumstances.

We share some useful starting points in our latest article.

Explore our reflections on giving to family: https://amidaworld.com/2026/10/07/giving-to-family-supporting-their-future-with-intention/

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

Alerts

Be the first to know and let us send you an email when Amida Wealth Advisors posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Amida Wealth Advisors:

Share