Brad Pistole
Trinity Insurance & Financial Services
Articles
Does a Beneficiary Pay Taxes When Inheriting an Annuity
August 31, 2023
The topic of inheritance and taxes—always a fun one to navigate, isn't it? Like many things ...
Advantages of the 1035 Exchange IRS Code
June 29, 2023
A 1035 tax-free exchange may provide good options for tax liability management. Named after Section 1035 ...
Understanding the Annuity Free Look Period
April 26, 2023
You have a legal right to review your annuity risk-free. An annuity is an investment that ...
Should You Take Out a Loan From Your 401(k)?
February 23, 2023
A 401(k) loan can be a tempting option when you need quick cash. But it's essential ...
Be A Surgeon, Cut Out The Tax Tumors
July 6, 2021
Be A Surgeon, Cut The Tax Tumors Out Of Your Retirement Accounts. In 1999, at the ...
How To Secure Guaranteed Retirement Income In A Volatile And Chaotic World
July 2, 2021
No one knows how to time the stock market, no one! By Brad Pistole - Certified ...
The Stock Market Crash of 2020 – Were you protected?
July 2, 2020
By Brad Pistole – Commentary When it comes to your retirement plan and trying to “time ...
The Triple Whammy
February 8, 2019
Have you ever been Whammied? It is not fun especially when it is tripled! For ...
Should You Convert Your IRA To A ROTH IRA
February 1, 2019
If you are considering converting your IRA to a Roth IRA make sure you know the ...
Will Your Retirement Accounts Last You To Age 117?
July 31, 2018
By Brad Pistole, Certified Financial Fiduciary® (CFF) On July 22nd, 2018, the world’s oldest person died ...
Learn The Secret That Most Affects Your Retirement Success
April 17, 2018
When you consider what it takes to establish a successful retirement plan, what comes to mind? ...
10,000 Baby Boomers Retire Each Day
January 30, 2021
10,000 new baby boomers retire each day. Think about it: Many people don’t get defined ...
6 Annuity Misconceptions You Need To Know
January 30, 2019
Here are 6 Annuity Misconceptions You Should Know About When it comes to Your Money and ...
7 Financial Tips to Help you Enjoy Life and Reduce Stress
April 6, 2019
Use these tips to reduce stress 1. Get serious about your retirement: If your employer matches ...
A Compelling Story: Fixed Index Annuities
July 21, 2020
How would you like to play poker where the casino told you they would guarantee you ...
A Gold Watch And Lifetime Income
March 7, 2019
Pensions have evolved to self directed retirement planning I grew up in steel country in Western ...
A La Carte Planning Don't Be A Victim
March 26, 2023
A dangerous phenomenon is happening within the financial services industry. For years marketing gurus taught the ...
A New Idea That Has Been With Us For Over 200 Years
August 14, 2019
“Only money left over after paying taxes can be spent. For the average person in the ...
A Retirement Income Trifecta
May 9, 2022
The Best Practices Used to Create Sustainable Streams of Retirement Income My parents and grandparents both ...
A Simple And Successful Approach For Your Nest Egg
September 25, 2022
In the spring of 1983, a 61-year-old Australian sheep farmer named Cliff Young entered his first-ever ...
Brad Pistole
Trinity Insurance & Financial Services
551 N. Farmer Branch Rd.
Suite 101
Ozark, Missouri 65721
brad.pistole@retirevillage.com
(417) 581-9222
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