Lifestyle

Tip of the Week: Smart Tax Planning and Saving Strategies with Financial Expert Steve Sexton

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The San Diego Entertainer’s own financial expert, Steve Sexton, provides the Channel 6 San Diego Living show with a financial tip every Tuesday. We are thankful to be able to share his financial expertise with our readers in the youtube clip below.

Last week on San Diego Living, Steve Sexton talked about smart tax planning and saving strategies both for reporting taxes this year and into 2013.

For tax saving strategies with 2010 filing, Sexton advises those employees with IRAs to find out how much money they can still invest in that IRA which will reduce their taxes — as it comes right off the gross.

Sexton encourages using tax advantage strategies, deferral or tax-free income strategies to reduce taxes by potential thousands per year as there are still 7 out of 10 people paying taxes on money they are not spending.

Also, Sexton urges the importance of knowing how your income flows into your tax return and plan ahead.  If you are not spending that money now, move it to another “bucket” and still get some growth and do this before 2013 when taxes change again.

Regarding investment strategies, Sexton notifies that the 30-year bond boom may be over. Be sure to watch Steve Sexton below as he shares in detail how you can be smart about paying taxes and saving this year and forward.

Steve Sexton is a financial expert who personalizes each individual’s financial plan on their unique circumstances and goals. He has over 15 years experience in the financial services industry and holds multiple licenses and designations including being a Better Business Bureau member and a National Ethics Bureau Member.

If you would like to learn more about securing your financial wealth and freedom, planning for your retirement or to reserve a spot in one of Sexton’s free financial workshops you can visit www.sextonadvisorygroup.com. Or you can reach the Sexton Advisory Group by contacting Steve Sexton at steve@sextonadvisorygroup.com or by calling 951-695-8810.

Don’t forget to watch Steve Sexton on the Channel 6 San Diego Living every Tuesday for more financial tips!

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