Liz Weston: Nearing retirement? Time to set up some guardrails to protect yourself and your money

Published on: 12/27/2025

This news was posted by Oregon Today News

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Dear Liz: When I retired, I had a small 401(k) with about $12,000 in it. Instead of rolling that money into an IRA, I took a distribution and paid taxes on it. I had no immediate need for the remaining funds, so eventually I opened a new IRA account and deposited the money.

News Source : https://www.oregonlive.com/business/2025/12/liz-weston-nearing-retirement-time-to-set-up-some-guardrails-to-protect-yourself-and-your-money.html

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