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2020 Tax Forms: What You Need to Know This Tax Season for Your IRA

March 12, 2021
By Millennium Trust
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Even though tax season comes around every year, it can cause some confusion and be a daunting task for many people – especially with the 2020 tax year being different than others due to coronavirus relief.

Helping Black Americans Build Wealth through Retirement Savings

February 26, 2021
By Millennium Trust
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Retirement savings are an important component of wealth. Improving retirement plan availability for Black Americans, who often do not have access to workplace retirement plans, can help financial wellness and improve overall retirement security.

SECURE Act 2.0: What’s Not in the Bill Is as Important as What Is

February 19, 2021
By Millennium Trust
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Early versions of the SECURE Act 2.0 legislative proposal do not address three pressing retirement security issues in the United States: protecting retirement savings, boosting plan access and improving financial literacy.

2021 Investment Outlook: What’s to Come for Alternative Investments and Self-Directed IRA Investors

February 8, 2021
By Millennium Trust
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The equity markets were nothing short of unpredictable in 2020, and even into 2021. When it comes to portfolio strategy, it’s all about a long-term strategy.

2021 Retirement Plan Outlook

February 2, 2021
By Millennium Trust
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As we emerge into a world reshaped by the pandemic, plan sponsors and providers will face new and ongoing challenges.

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