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Tips for Protecting Yourself from Identity Theft

January 27, 2022
By Millennium Trust

With millions affected each year by data breaches, here are some things you can do right away to help you protect your identity.

Watchful Waiting: Will the Inflationary Surge Persist?

January 6, 2022
By Millennium Trust

Whether the recent rise in inflation is pandemic-related or marks the beginning of a new era, even modest increases can undermine planning assumptions. Learn what is at stake.

Take Action! Congressional Proposals to Change IRA Investment Rules Would Limit Choice & Hurt Small Businesses.

September 27, 2021
By Millennium Trust

Proposed changes to the laws governing what can be held within an individual retirement account (IRA) are perplexing. Not only would they upend the well-established investment strategies of many everyday American retirement investors, but they would also reduce Americans’ ability to diversify within tax-advantaged retirement accounts.

Do You Flip Homes? Here Are 3 Reasons for Using a Self-Directed IRA

June 25, 2021
By Millennium Trust

For real estate investors, self-directed IRAs allow them to invest in what they know, easily access capital and gain tax advantages.

5 Things to Know About Investing in Real Estate with a Self-Directed IRA

April 27, 2021
By Millennium Trust

One of the “best kept secrets” in the real estate industry is that you can invest with a self-directed IRA. Be sure to understand your options and the do’s and don’ts of investing in an IRA first.


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