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Carlos Samaniego, Enrolled Agent
Speaker | Author | Podcaster | Enrolled Agent
Carlos Samaniego, Enrolled Agent
(909) 570-1103
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  • Home
  • Tax Resolution
  • Speaking
  • Media
  • Books
  • Resources
    • Ask Carlos
    • Blog
    • Podcast
    • Special Reports
    • Videos
  • About Carlos
    • Carlos Samaniego hanging out with celebrities
    • Events
    • Free Medicare Help
    • Raves
  • Blog
  • Contact

Category Archives: Personal

Coins Hand Coins Money Salary Hand

Understanding What is a “Salary”

Personal, Personal Development, UncategorizedBy Carlos Samaniego, EAApril 2, 2019Leave a comment

If you don’t understand the right definition of a salary, keep reading to find out everything there is to know.

Money Piggy Bank Finance Save

Simple Saving Strategies

Goals, Personal, ProsperityBy Carlos Samaniego, EAMarch 23, 2019Leave a comment

Here are the top saving strategies you can use if you want to save in an easy and relaxed way

Senior Total Para Hands Pensions

Sorting Out Your Retirement Plan

Personal, Personal Finances, UncategorizedBy Carlos Samaniego, EAFebruary 27, 2019Leave a comment

Here is everything you need to know about how to sort out your retirement plan.

Analysis Banking Broker Business

You Need to Review Your 401(k)

PersonalBy Carlos Samaniego, EAFebruary 22, 2019Leave a comment

If your 401(k) has been on autopilot for months, take time now to give your retirement account its annual checkup—while you still have time before the end of the year to make some strategic moves.

Phishing Fraud Cyber Security

Uh-oh, Your Identity Just Got Stolen?

Credit Issues, Personal, Personal FinancesBy Carlos Samaniego, EAFebruary 17, 2019Leave a comment

What to do in case your identity gets stolen? Here are all the answers you need.

Tax Invoice Paid Stamp Accountant

Paying Taxes Wisely: Smart Moves For Withdrawals

Personal, Personal Finances, TAX, Tax Tips, UncategorizedBy Carlos Samaniego, EAFebruary 12, 2019Leave a comment

Here are two ways to possibly reduce taxes in retirement while extending the life of your nest egg by being smart about which accounts you tap first.

Puzzle Last Part Wood

The Most Important Pieces of the Retirement Puzzle

PersonalBy Carlos Samaniego, EANovember 30, 2018Leave a comment

No matter what you do for a living, all of us have some sort of “retirement” plan in our minds.  It might be part-time consulting in your field for a premium or it could be retiring to Lake Havasu and acting like your grandparents did, but planning is key to realizing whatever dream you have…

Economy Profit Dollar

Ready for a Pay Raise? Try This!

Goals, Personal, Personal DevelopmentBy Carlos Samaniego, EANovember 23, 2018Leave a comment

If you’ve ever spoken to a financial planner, he or she may discuss the topic of mental accounting. Most of us manage our budgets this way: We already know where most of our paycheck is going before we even receive it. When the check on the 15th arrives, it’s allocated to the cable bill, or…

Dollar Money Currency Finance

How Much Will It Take to Retire?

Personal, TaxesBy Carlos Samaniego, EANovember 19, 2018Leave a comment

In other words, how much do you need to retire comfortably? By now, you’ve likely heard the conventional wisdom: that you should aim to have a nest egg of $1 million to $1.5 million. Or that your savings should amount to 10 to 12 times your current income. For people approaching retirement, those figures might be a source…

The Customer May Not Always Be Right, But They’re Always the Customer

Businesss, Entrepeneurs, PersonalBy Carlos Samaniego, EANovember 12, 2018Leave a comment

That story about a woman who returned a Christmas tree to Costco on Jan. 4 “because it [was] dead” – and got a full refund – sure got people talking. Costco gave the woman a refund after questioning her, verifying the purchase on her account, and shaming her “to a small degree,” Fortune reported. This seems to…

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