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.

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

One of the “best kept secrets” in the real estate industry is that you can invest with a self-directed IRA. Be sure to understand your options and the do’s and don’ts of investing in an IRA first.

While some Americans made it through 2020’s financial challenges relatively easily, a significant number have seen their financial security deteriorate – even those who maintained their employment. Employers can help these individuals rebuild their financial security.

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.