{"id":2303,"date":"2013-04-16T12:09:53","date_gmt":"2013-04-16T17:09:53","guid":{"rendered":"http:\/\/www.billlosey.com\/?p=2303"},"modified":"2013-04-16T12:09:53","modified_gmt":"2013-04-16T17:09:53","slug":"retirement-expert-bill-losey-offers-helpful-tips-to-avoid-retirement-mistakes","status":"publish","type":"post","link":"https:\/\/billlosey.com\/knowledge-center\/retirement-expert-bill-losey-offers-helpful-tips-to-avoid-retirement-mistakes\/","title":{"rendered":"Retirement Expert Bill Losey Offers Helpful Tips To Avoid Retirement Mistakes"},"content":{"rendered":"

Bill Losey, America\u2019s Retirement Strategist\u00ae and 401(k) rollover expert, published a new blog discussing six key dates to remember to help avoid retirement mistakes.<\/em><\/strong><\/p>\n

Saratoga Springs, NY. \u2013 April 16, 2013 <\/strong>\u2013 Bill Losey, author and retirement expert<\/a> and advisor, recently published a blog offering tips on how to prevent retirement mistakes \u2013 specifically, six important dates to remember. In this blog, found on his website https:\/\/www.BillLosey.com<\/a>, titled \u201cPreventing Retirement Mistakes: 6 Key Dates To Remember\u201d<\/a>, Bill explains how a few errors in judgment, or a failure to plan can result in mistakes that cost you valuable retirement dollars.<\/p>\n

Bill focuses on six important dates to keep in mind to help make sure you do not get caught in some typical retirement planning mistakes: Bill gives insight into where you should be at these ages: Age 55, 59\u00bd, 62, 65, 66-67 and 70\u00bd.<\/p>\n

About age 55, Bill writes, \u201cPeople who leave their job for one reason or other can elect to take funds from their 401 (k) without penalty if they are age 55 or older. This \u2018separation from service\u2019 clause comes along with a requirement to pay income taxes on the funds, but rolling funds over into another retirement plan is often allowed, keeping the tax man away from the door for a longer period.\u201d<\/p>\n

About ages 66-67, Bill explains, \u201cThis is the age people can now qualify for full Social Security benefits, called Full Retirement Age (FRA) or Normal Retirement Age (NRA). The precise age depends upon the year in which a person was born. These benefits can come to recipients whether they are still on the job or not. Some people elect to delay filing for these benefits to receive approximately 8% increase each year they wait from their FRA until the age of 70.\u201d<\/p>\n

Learn about the other age milestones by reading the entire blog at https:\/\/billlosey.com\/blog\/preventing-retirement-mistakes-6-key-dates-to-remember.php<\/a><\/p>\n

Bill Losey is a nationally known and respected retirement expert, specializing in 401k rollover advice<\/a>, self-directed IRA rollovers, 401k direct rollovers, and many other investment and retirement strategies.\u00a0 Bill\u2019s company, Bill Losey Retirement Solutions, LLC, is an independent registered investment advisory firm that caters primarily to\u00a0couples as well as divorced and widowed women nationwide<\/em> (age 50-80) who demand objective financial and retirement advice; customized, fee-only\u00a0investment management; attention to detail; and impeccable service.<\/p>\n

Other recent blogs written by Bill Losey include “What To Do When a Family Member Dies”<\/a>, “Saving for Retirement: Don\u2019t be Afraid of Stocks”<\/a>, and \u201cThe Latest Info On Social Security,\u201d<\/a> among others.<\/p>\n

Each issue of Bill Losey\u2019s award-winning free weekly email newsletter, Retirement Intelligence\u00ae, <\/em>reveals\u00a0how-to-articles, secrets,\u00a0investment ideas, a “Joke Of The Week”,\u00a0fitness and\u00a0diet\u00a0tips,\u00a0and promotes upcoming seminar dates to keep subscribers \u201cin-the-know.\u201d\u00a0 Bill and his staff seek to provide informative and entertaining information readers can use to simply and confidently enhance their health, wealth and happiness.<\/p>\n

To learn more about Bill Losey Retirement Solutions, please visit https:\/\/www.BillLosey.com<\/a> and http:\/\/www.MyRetirementSuccess.com<\/a>.<\/p>\n

About<\/strong> Bill Losey, CFP\u00ae, CSA<\/strong>
\nAmerica\u2019s Retirement Strategist\u00ae<\/strong><\/strong><\/strong><\/p>\n

Bill Losey, CFP\u00ae, caters to women and couples (age 50-80) who seek to reduce post-retirement risk and generate a predictable, sustainable, increasing stream of retirement income they won\u2019t outlive.\u00a0 As a qualified professional in the areas of retirement strategies, personal finance and investment management, Bill has been seen and heard on hundreds of TV and radio stations such as FOX News, NPR, CBS News, CNBC, Business Week, TIME, AARP, U.S. News & World Report, and Oprah & Friends.<\/p>\n

Bill has over 20 years experience in the financial services industry and is a Certified Financial Planner\u2122 practitioner and Certified Retirement Coach.\u00a0 He is the owner of Bill Losey Retirement Solutions, LLC, a fee-based registered investment advisory firm serving a small nationwide clientele.\u00a0 Bill is the author of\u00a0Retire in a Weekend! The Baby Boomer\u2019s Guide to Making Work Optional<\/em><\/strong><\/a> and he publishes Retirement Intelligence\u00ae<\/em><\/strong><\/a>, a free, weekly, award-winning newsletter that reaches over 5,000 subscribers worldwide.\u00a0 Formerly, Bill was the \u201cresident retirement expert\u201d on CNBC\u2019s \u201cOn the Money\u201d television program.<\/p>\n

In his leisure time, Billy, as his friends call him, loves to sing.\u00a0 He is an accomplished vocalist and has performed the National Anthem at Madison Square Garden, the Pepsi Arena, and other sporting venues.\u00a0 Currently Bill is the lead singer of a vocal duo called\u00a0The New York Lounge Lizards<\/strong><\/a>. He has been married for nearly 25 years to his wife Tori.\u00a0 Together they have three sons, two dogs, and one fish.<\/p>\n

Learn more at\u00a0www.BillLosey.com<\/strong><\/a> or by calling 518-581-1666.<\/p>\n","protected":false},"excerpt":{"rendered":"

Bill Losey, America\u2019s Retirement Strategist\u00ae and 401(k) rollover expert, published a new blog discussing six key dates to remember to help avoid retirement mistakes. Saratoga Springs, NY. \u2013 April 16, 2013 \u2013 Bill Losey, author and retirement expert and advisor, […]<\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[19],"tags":[20,21,22,23,24,25,26,27,28,15,29,30,31],"class_list":["post-2303","post","type-post","status-publish","format-standard","hentry","category-latest-news","tag-401k-direct-rollover","tag-401k-plan-rollover","tag-401k-retirement-rollover","tag-401k-rollover","tag-401k-rollover-advice","tag-401k-rollover-ira","tag-401k-rollover-retirement","tag-certified-financial-planner","tag-ira-direct-rollover","tag-retirement-advisor","tag-retirement-expert","tag-rollover-a-401k","tag-self-directed-ira-rollover"],"_links":{"self":[{"href":"https:\/\/billlosey.com\/knowledge-center\/wp-json\/wp\/v2\/posts\/2303","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/billlosey.com\/knowledge-center\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/billlosey.com\/knowledge-center\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/billlosey.com\/knowledge-center\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/billlosey.com\/knowledge-center\/wp-json\/wp\/v2\/comments?post=2303"}],"version-history":[{"count":0,"href":"https:\/\/billlosey.com\/knowledge-center\/wp-json\/wp\/v2\/posts\/2303\/revisions"}],"wp:attachment":[{"href":"https:\/\/billlosey.com\/knowledge-center\/wp-json\/wp\/v2\/media?parent=2303"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/billlosey.com\/knowledge-center\/wp-json\/wp\/v2\/categories?post=2303"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/billlosey.com\/knowledge-center\/wp-json\/wp\/v2\/tags?post=2303"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}