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

Retirement Coffee Talk
22/11/2025 27 min
A Retirement Lesson from Oreo Cookies | IRA Rollover Mistakes | Options for Your RMDs

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Episode Synopsis

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!See omnystudio.com/listener for privacy information.

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