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A Retirement Lesson from Oreo Cookies | IRA Rollover Mistakes | Options for Your RMDs

Автор: Zinnia Wealth

Загружено: 2025-11-22

Просмотров: 10

Описание:

On this episode:


• Sometimes the marketing is better than the product.

• Leaving your IRA in cash after a rollover.

• Should I use MY plan or Uncle Sam’s plan for my RMDs?


Like this episode?  Hit that Follow button and never miss an episode! 💬 Engage, Share, and Learn even more with Charisse and her team at Zinnia Wealth Management (https://bit.ly/3ZPv1KB) : Facebook (https://bit.ly/45ILKRj) , Instagram (https://bit.ly/46MYvLy) , LinkedIn (https://bit.ly/3PUuWk5) and YouTube (https://bit.ly/3LZEYPY) !


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A Retirement Lesson from Oreo Cookies | IRA Rollover Mistakes | Options for Your RMDs

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