Resources

    Bill's Blog  [view all]

    A Woman’ Financial Reality

    Monday, September 1st, 2014

    Will this be your future? Did you know that 30% of American women age 65 and older rely on Social Security for 90% or more of their incomes? Did you know that SSI represents virtually the only source of income for 36% of unmarried, divorced or widowed American women who are 65 and older?

    As Rep. Carolyn Maloney (D-NY) expressed a few years back, “Social Security …

    continue reading

     

    Latest Article  [view all]

    That First RMD From Your IRA

    Monday, September 15th, 2014

    When you reach age 70½, the IRS instructs you to start making withdrawals from your Traditional IRA(s).These IRA withdrawals are also called Required Minimum Distributions (RMDs). You will make them annually from now on.

    If you fail to take your annual RMD or take out less than what is required, the IRS will notice. You will not only owe income taxes on the amount not withdrawn, …

    continue reading

    Bill's Weekly Economic Update  [view all]

    Bill Losey’s Weekly Economic Update for September 15, 2014

    Monday, September 15th, 2014

    SUMMER SPENDING SPREE LIFTS RETAIL SALES
    They increased 0.6% in August, easing some anxieties about a possible slowdown in personal spending. Core retail sales (which exclude auto, gas, food, and home improvement purchases and more closely match the consumer spending aspect of GDP) improved 0.4% last month, and were up 4.1% year-over-year. The Commerce Department also revised July’s headline retail sales gain up to 0.3%.

    CONSUMER SENTIMENT HITS A 14-MONTH PEAK
    At a reading of 84.6, September’s preliminary Thomson Reuters/University of Michigan consumer sentiment index was 2.1 points above its final mark for …

    continue reading


    Latest News  [view all]

    Retirement Financial Planner Bill Losey Offers Smart Ways To Spend Your Tax Refund

    Wednesday, April 9th, 2014

    Bill Losey, America’s Retirement Strategist®, has just published a new blog providing several great ways to spend your 2013 tax refund.

    Saratoga Springs, NY – April 9, 2014 – Bill Losey, Retirement Intelligence publisher and Retirement Advisor, recently published a blog about prudent ways to spend your tax refund, if one is due to you. The blog found on his website http://www.BillLosey.com, is titled “17 Ways To Spend Your 2013 Tax Refund”

    Bill writes, “Last year, the average federal tax refund was $2,744. That’s a nice chunk of change – and it could be used …

    continue reading

 

Disclaimer/Legal Notice:
Bill's blogs, articles, and economic reports are meant to provide you with general investment, financial and retirement information. They are not designed to be a definitive investment guide or to take the place of a qualified financial planner or other professional. Given the risks involved in investing, there is absolutely no guarantee that the strategies or methods suggested on Bill's website will ever be profitable. Bill Losey Retirement Solutions, LLC does not assume liability of any kind for any losses that may be sustained as a result of applying the methods suggested and any such liability is hereby expressly disclaimed. Portions of the content on this website were prepared by MarketingLibrary.net Inc.

Sitemap | Legal Notice | Privacy Policy