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5 Things to Know About Investing in Real Estate with a Self-Directed IRA

April 27, 2021
By Millennium Trust

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.

Work Ahead: Rebuilding Financial Wellbeing and Retirement Security through the Workplace

April 8, 2021
By Millennium Trust

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.

SECURE Act 2.0: What’s Not in the Bill Is as Important as What Is

February 19, 2021
By Millennium Trust

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.

2021 Retirement Plan Outlook

February 2, 2021
By Millennium Trust

As we emerge into a world reshaped by the pandemic, plan sponsors and providers will face new and ongoing challenges.

New IRS Guidance for Escheatment Makes Automatic Rollover IRAs Even More Attractive

January 6, 2021
By Millennium Trust

The IRS recently released two pieces of guidance regarding the transfer of small qualified retirement plan account balances to state unclaimed property funds.

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