2007

Give your Retirement Nest Egg a Gift this Holiday Season By Utilizing More Liberal Rules on Self Directed IRA Contributions..
December 2007

Real Estate IRAs for Investment Advisors.
November 2007

Leveraging IRA Real Estate Investments.
October 2007

Sandra Reese joins Millennium Trust as Senior Vice President, Real Estate Investment.
October 2007

Millennium Trust Rolls Out Portfolio Online.
August 2007

ELCA's Board of Pensions Selects Millennium Trust's Automatic Rollover Solution.
August 2007

Millennium Trust Publishes Advice on Investing in Real Estate Within a Self Directed IRA or Solo 401(k).
August 2007

Millennium Trust Company Offers Integrated Health Savings Account Solution to Pershing Broker-Dealer Clients.
June 2007

National Planning Holdings, Inc. partners with Millennium Trust Company to offer FlexHSA® Health Savings Accounts.
May 2007

Millennium Trust Company, LLC announces that Danita Spears has joined as
Vice President and Manager of Client Services in the Alternative Investments Group.

March 2007

Millennium Trust’s Reggie Karas has been selected to present “Navigating the New Rules: Successful Implementation of HSAs” at the Profit Sharing Council of America’s Midwest Regional Conference.
March 2007




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