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.

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.

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.

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

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