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SEC Proposes to Amend Definition of Accredited Investor: Are You Qualified to Invest in Alternative Investments?

March 5, 2020
By Millennium Trust
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The number of companies trading on stock exchanges has fallen by one-half during the past two decades. As a result, portfolio diversification has become more challenging. If the Securities and Exchange Commission amends its definition of an accredited investor, opportunities to invest in alternative assets may increase.

Don’t Forget These 4 Financial Considerations for the Year Ahead

February 24, 2020
By Gary Anetsberger
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Now that 2020 is underway, it’s important to make sure you didn’t miss these considerations when you set your goals for the year.
 

How the SECURE Act Impacts Individual Retirement Savers

February 3, 2020
By Terry Dunne
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After years of proposals and counter proposals, the SECURE Act was passed in late 2019, which creates opportunities for individuals to increase retirement security.

How the SECURE Act Impacts Employers and Plan Sponsors

January 29, 2020
By Terry Dunne
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The SECURE Act is the first major retirement legislation in a decade, and creates opportunities designed to close the gaps in retirement security in the United States.

The SECURE Act Becomes Law: What This Means for 401(k) Plans and IRAs

December 23, 2019
By Terry Dunne
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After a six-month waiting period, Congress has passed the SECURE Act, impacting how Americans save for retirement.

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