
A Retirement Lesson from Oreo Cookies | IRA Rollover Mistakes | Options for Your RMDs
Published: November 22, 2025
Duration: 27:39
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: Facebook, Instagram, LinkedIn and YouTube!
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