A Retirement Lesson from Oreo Cookies | IRA Rollover Mistakes | Options for Your RMDs
Retirement Coffee Talk · Charisse Rivers
November 22, 202527m 39s
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Show Notes
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?
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Topics
Charisse RiversZinnia Wealth ManagementRetirement PlanningRetirement PlannerFinancial AdvisorRetirement PlanOcala FLTampa FLRMDsOreosIRA Rollover