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New IRS Guidance for Escheatment Makes Automatic Rollover IRAs Even More Attractive

January 6, 2021
By Millennium Trust
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The IRS recently released two pieces of guidance regarding the transfer of small qualified retirement plan account balances to state unclaimed property funds.

“Lower for Longer” Interest Rates in the Era of COVID

December 16, 2020
By Ted Parker
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The Federal Reserve has set the stage for low interest rates for the foreseeable future. Alternative investments are an alternative option when your traditional investments aren’t performing the way you want.

What Real Estate Investors Want in Their IRA Custodian

November 12, 2020
By Millennium Trust
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Many investors are familiar with real estate, but are not familiar with the rules or how to invest with a self-directed IRA. An experienced client service team can help along the way.

IRS Offers Supplemental Guidance to Clarify Provisions in SECURE Act

October 7, 2020
By Millennium Trust
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In early September, the IRS published supplemental guidance for some provisions in the SECURE Act. The information may affect how plan sponsors manage qualified retirement plans, as well as how individuals contribute to IRAs.

SEC Adopts New Accredited Investor Definition, and You May Qualify

September 15, 2020
By Millennium Trust
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Late last month, the Securities and Exchange Commission (SEC) adopted amendments to the accredited investor definition that make it possible for financially savvy investors, who may not meet established financial metrics, to add private market investments to their portfolios.

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