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

September 27, 2021
By Millennium Trust
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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.

Emergency Savings and the Pandemic: Why COVID Has Actually Delayed the Growth of Workplace Emergency Savings

September 2, 2021
By Millennium Trust
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While the COVID-19 Pandemic has underlined the importance of emergency savings, government reaction led to a surge in savings, delaying it as an important workplace benefit moving forward.

Confessions of Future Retirees: Learning About IRAs and Other Savings Options for the First Time

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Two of our summer interns, Hannah and Lucas, share what they’ve realized about saving and investing in their 20s since starting their internship at Millennium Trust.

New Fund Custody Portal: Providing Fund Managers with a Seamless Experience

June 30, 2021
By Millennium Trust
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It’s never been easier for fund managers to work with Millennium Trust for a range of needs with our new Fund Custody portal.

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

June 25, 2021
By Millennium Trust
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For real estate investors, self-directed IRAs allow them to invest in what they know, easily access capital and gain tax advantages.

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