Alessandra Malito

5 days ago | marketwatch.com | Alessandra Malito

Help Me Retire‘My spouse and I are 66 and 59, respectively. We keep our finances separate. We do not have children.’Published: May 9, 2025 at 1:03 p.m. ET“I have a combined $1 million in my IRA and 401(K). I have $12 million in the stock market.” (Photo subjects are models.) Photo: MarketWatch photo illustration/iStockphotoDear Help Me Retire, My spouse and I are 66 and 59, respectively. We keep our finances separate. We do not have children.

5 days ago | finance.yahoo.com | Alessandra Malito

“I have a combined $1 million in my IRA and 401(K). I have $12 million in the stock market.” (Photo subjects are models.) - MarketWatch photo illustration/iStockphoto My spouse and I are 66 and 59, respectively. We keep our finances separate. We do not have children. She owns our apartment in New York City that is worth $2 million and has no mortgage. I own a house in eastern Long Island worth $4.2 million.

5 days ago | morningstar.com | Alessandra Malito

By Alessandra Malito 'My spouse and I are 66 and 59, respectively. We keep our finances separate. We do not have children.' Dear Help Me Retire, My spouse and I are 66 and 59, respectively. We keep our finances separate. We do not have children. She owns our apartment in New York City that is worth $2 million and has no mortgage. I own a house in eastern Long Island worth $4.2 million. I owe $2.7 million on it with a 2.25% interest-only mortgage rate that has four more years left on it.

1 week ago | marketwatch.com | Alessandra Malito

Frank Bisignano takes on the role as major changes roil the agencyPublished: May 6, 2025 at 4:42 p.m. ETFrank Bisignano was just confirmed as the next Social Security Administration commissioner. Photo: Getty ImagesFinancial-services executive Frank Bisignano was confirmed as the next commissioner of the Social Security Administration on Tuesday after a Senate vote of 53 to 47 — a tight decision made after a vigorous attempt by critics to keep him out of the agency.

1 week ago | marketwatch.com | Alessandra Malito

Help Me RetireMissing a critical rule could cost youPublished: May 6, 2025 at 6:46 a.m. ET“What are my options, other than the 457 plan, to avoid tax consequences if I don’t have another plan already opened?” (Photo subject is a model.) Photo: MarketWatch/iStockphotoDear Help Me Retire, I have a pension liquidating sometime around September 2025. I have an account from another employer in a 457 plan. I’ve reached out to them about a direct rollover, but I haven’t heard back.