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

January 6, 2021
By Millennium Trust
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The IRS recently released two pieces of guidance regarding the transfer of small qualified retirement plan account balances to state unclaimed property funds.

Coronavirus Relief: CARES Act Impacts IRAs and Retirement Plans

April 7, 2020
By Millennium Trust
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In addition to higher unemployment benefits, student debt relief and tax relief, the CARES Act impacts retirement account owners.

No More Stretch? The SECURE Act Changes Rules for Inherited IRAs

March 31, 2020
By Millennium Trust
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The SECURE Act aims to increase Americans’ ability to save for retirement. With the elimination of stretch IRAs, some Americans may need to make immediate changes to their estate and legacy plans.

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