Retirement Expert Bill Losey Offers 15 Prudent Ways To Spend Your Tax Refund

Bill Losey, America's Retirement Strategistr and 401(k) rollover expert, Discusses some smart ways to spend your tax refund this year.

Bill Losey, CFPr, CSA
Bill Losey, CFPr, CSA
  • Bill Losey, CFPr, CSA
    Bill Losey, CFPr, CSA
    Bill Losey, CFPr, CSA
    Bill Losey, CFPr, CSA

Saratoga Springs, NY. – March 8, 2012 – With the impending April 17th deadline approaching for filing taxes, many Americans are already thinking of ways to spend their tax refunds. Bill Losey, author and retirement expert and advisor, recently wrote a blog offering several ideas for spending your tax refund wisely. With this blog, found on his website, titled “15 Ways to Spend Your Tax Refund”, Bill gives 15 such examples.

“In the past two years, federal tax refunds have averaged about $3,000. That’s a nice chunk of change – and it could be used to bring some positive change to your financial life and the lives of others,” writes Losey.

Some of the fifteen ways to spend your tax refund include paying down your debt, starting an emergency fund, contributing to your IRA, improve your home with energy-saving appliances, writing a proper will and establish a financial strategy, among others.

To read the entire blog, please visit

Bill Losey is a nationally known and respected retirement expert, specializing in 401k rollover advice, self-directed IRA rollovers, 401k direct rollovers, and many other investment and retirement strategies.  Bill’s company, Bill Losey Retirement Solutions, LLC, is an independent registered investment advisory firm that caters primarily to couples as well as divorced and widowed women nationwide (age 50-70) who demand objective financial and retirement advice; customized, fee-only investment management; attention to detail; and impeccable service.

Other recent blogs written by Bill Losey include "Could Gas Prices Harm the Economy?", "How Much Retirement Income Will You REALLY Need?", and “The Facebook Frenzy Is Building. Should You Care?,” among others.

Each issue of Bill Losey’s award-winning free weekly email newsletter, Retirement Intelligence®, reveals how-to-articles, secrets, investment ideas, a "Joke Of The Week", fitness and diet tips, and promotes upcoming seminar dates to keep subscribers “in-the-know.”  Bill and his staff seek to provide informative and entertaining information readers can use to simply and confidently enhance their health, wealth and happiness.

Retirement Intelligence® is a $497 value, but is available for free on Bill’s website

To learn more about Bill Losey Retirement Solutions, please visit and

About Bill Losey, CFP®, CSA
America’s Retirement Strategist®

Bill Losey, CFP®, caters to women and couples (age 50-70) who seek to reduce post-retirement risk and generate a predictable, sustainable, increasing stream of retirement income they won’t outlive.  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.

Bill has over 20 years experience in the financial services industry and is a Certified Financial Planner™ practitioner, a Certified Senior Advisor and Certified Retirement Coach.  He is the owner of Bill Losey Retirement Solutions, LLC, a fee-based registered investment advisory firm serving a small nationwide clientele.  Bill is the author of Retire in a Weekend! The Baby Boomer’s Guide to Making Work Optional and he publishes Retirement Intelligence®, a free, weekly, award-winning newsletter that reaches over 5,000 subscribers worldwide.  Formerly, Bill was the “resident retirement expert” on CNBC’s “On the Money” television program.

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

Learn more at or by calling 518-581-1666.