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1031 exchange rules for vacation homes, primary residences, and mixed-use properties

June 2, 2023
By Accruit
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A variety of circumstances must be considered when exchanging property that may have been or will be a principal residence or vacation home.

Basics of tax-deferred 1031 exchanges

May 31, 2023
By Accruit
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We'll provide an overview of some of the most fundamental 1031 exchange rules and concepts, written in a way that doesn't require you to be a real estate attorney or a tax advisor to understand.

Self-directed IRAs and alternative investments explained

May 17, 2023
By Millennium Trust
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Investing with a self-directed IRA can give you the control and flexibility you need to manage your own diversified portfolio.

Alternative Investing: Time-Tested for Volatile Markets

February 10, 2023
By Millennium Trust
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Institutional investors use alternative investments in their portfolios to manage volatility. Learn how you can do the same.

Why Updating Your Beneficiaries is Important

December 6, 2022
By Millennium Trust
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When you first set up your retirement and other financial accounts, you designated one or more beneficiaries. But as the course of your life changes, these individuals and organizations may need updating. 

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