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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.

Investing with Self-Directed IRAs Made Easier with Real Estate Debit Card

August 12, 2020
By Millennium Trust
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Many investors are familiar with real estate, but are not familiar with holding real estate as an asset in a self-directed IRA.

DOL Opens Door for Private Equity in Defined Contribution Retirement Plans

July 29, 2020
By Millennium Trust
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In recent years, alternative assets have become more accessible for individual investors. Plan fiduciaries can now add private equity to defined contribution plan investment line-ups.

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?

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