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CARES Act 2020: Coronavirus-Related Relief Enhances Access to Retirement Plan Assets

May 28, 2020
By Millennium Trust
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The CARES Act doubled the amount that plan participants can borrow from qualified retirement plan accounts – from $50,000 to $100,000. But, do you know the pros and cons?

Build a More Resilient Portfolio with Alternative Investments

May 12, 2020
By Millennium Trust
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Broadening diversification with alternative assets can help protect against volatility and improve portfolio resilience – and you can do it in your retirement account.

CARES Act 2020: What Is a Coronavirus-Related Distribution from Your Retirement Account?

May 5, 2020
By Millennium Trust
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The Coronavirus Aid, Relief, and Economic Security Act (CARES Act) offers financial assistance to Americans affected by coronavirus lockdowns, layoffs and furloughs.

Coronavirus Relief: CARES Act Impacts IRAs and Retirement Plans

April 7, 2020
By Millennium Trust
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In addition to higher unemployment benefits, student debt relief and tax relief, the CARES Act impacts retirement account owners.

No More Stretch? The SECURE Act Changes Rules for Inherited IRAs

March 31, 2020
By Millennium Trust
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The SECURE Act aims to increase Americans’ ability to save for retirement. With the elimination of stretch IRAs, some Americans may need to make immediate changes to their estate and legacy plans.

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