The end of the year brings up two discussions about your 401(k). 1) If you are retired, it’s time to figure out your Required Minimum Distribution (RMD). 2) If you are getting ready for retirement, it’s IRA-to-Roth conversions. Charisse looks at the pros and cons of both. <hr> Like this episode?  Hit that Follow button and never miss an episode! 💬 Engage, Share, and Learn even more with Charisse and her team at <a href="https://bit.ly/3ZPv1KB">Zinnia Wealth Management</a>: <a href="https://bit.ly/45ILKRj">Facebook</a>, <a href="https://bit.ly/46MYvLy">Instagram</a>, <a href="https://bit.ly/3PUuWk5">LinkedIn</a> and <a href="https://bit.ly/3LZEYPY">YouTube</a>!See <a href="https://omnystudio.com/listener">omnystudio.com/listener</a> for privacy information.

The end of the year brings up two discussions about your 401(k). 1) If you are retired, it’s time to figure out your Required Minimum Distribution (RMD). 2) If you are getting ready for retirement, it’s IRA-to-Roth conversions. Charisse looks at the pros and cons of both. 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.

The end of the year brings up two discussions about your 401(k). 1) If you are retired, it’s time to figure out your Required Minimum Distribution (RMD). 2) If you are getting ready for retirement, it’s IRA-to-Roth conversions. Charisse looks at the pros and cons of both. Like this episode?&nbsp; Hit that Follow button and never miss an episode! 💬 Engage, Share, and Learn even more with Charisse and her team at <a href="https://bit.ly/3ZPv1KB" rel="noopener noreferrer">Zinnia Wealth Management</a>: <a href="https://bit.ly/45ILKRj" rel="noopener noreferrer">Facebook</a>, <a href="https://bit.ly/46MYvLy" rel="noopener noreferrer">Instagram</a>, <a href="https://bit.ly/3PUuWk5" rel="noopener noreferrer">LinkedIn</a> and <a href="https://bit.ly/3LZEYPY" rel="noopener noreferrer">YouTube</a>!See <a href="https://omnystudio.com/listener" rel="noopener noreferrer">omnystudio.com/listener</a> for privacy information.

How to Protect Your Retirement from Uncle Sam

Retirement Coffee Talk is the ultimate podcast for anyone seeking financial insights on retirement planning. Join Charisse Rivers, the founder and president of Zinnia Wealth Management, for a blend of fun and informative discussions on the latest financial trends and the keys to achieving a fulfilling retirement.
Whether you're a seasoned investor or just beginning your financial journey, Retirement Coffee Talk is your go-to. Tune in weekly and empower yourself to make confident financial decisions for a secure and fulfilling retirement.
💬 Engage, Share, and Learn even more with Charisse and her team at <a href="https://bit.ly/3ZPv1KB">Zinnia Wealth Management</a>: <a href="https://bit.ly/45ILKRj">Facebook</a>, <a href="https://bit.ly/46MYvLy">Instagram</a>, <a href="https://bit.ly/3PUuWk5">LinkedIn</a> and <a href="https://bit.ly/3LZEYPY">YouTube</a>!

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Retirement Coffee Talk is the ultimate podcast for anyone seeking financial insights on retirement planning. Join Charisse Rivers, the founder and president of Zinnia Wealth Management, for a blend of fun and informative discussions on the latest financial trends and the keys to achieving a fulfilling retirement. Whether you're a seasoned investor or just beginning your financial journey, Retirement Coffee Talk is your go-to. Tune in weekly and empower yourself to make confident financial decisions for a secure and fulfilling retirement. 💬 Engage, Share, and Learn even more with Charisse and her team at Zinnia Wealth Management: Facebook, Instagram, LinkedIn and YouTube!

Retirement Coffee Talk is the ultimate podcast for anyone seeking financial insights on retirement planning. Join Charisse Rivers, the founder and president of Zinnia Wealth Management, for a blend of fun and informative discussions on the latest financial trends and the keys to achieving a fulfilling retirement.
Whether you're a seasoned investor or just beginning your financial journey, Retirement Coffee Talk is your go-to. Tune in weekly and empower yourself to make confident financial decisions for a secure and fulfilling retirement.
💬 Engage, Share, and Learn even more with Charisse and her team at <a href="https://bit.ly/3ZPv1KB" rel="noopener noreferrer">Zinnia Wealth Management</a>: <a href="https://bit.ly/45ILKRj" rel="noopener noreferrer">Facebook</a>, <a href="https://bit.ly/46MYvLy" rel="noopener noreferrer">Instagram</a>, <a href="https://bit.ly/3PUuWk5" rel="noopener noreferrer">LinkedIn</a> and <a href="https://bit.ly/3LZEYPY" rel="noopener noreferrer">YouTube</a>!

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