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What to know about the SECURE Act 2.0 retirement bill

January 25, 2023
By Millennium Trust
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SECURE 2.0 is a retirement bill that may impact your IRA or 401(k) or other workplace retirement plan. We break down the key changes that may affect you.

Tax Season 2023: What are Forms 1099-R and 5498?

January 10, 2023
By Millennium Trust
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Tax season 2023 is officially underway. Among the forms you are likely to receive from us are Form 1099-R and Form 5498. Learn why and what you’ll want to do with them.

5 Things Retirement Savers Should Do at the Start of Each Year

December 9, 2022
By Millennium Trust
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Whether you work with an advisor or plan and save for retirement on your own, consider taking these actions to help strengthen your financial security throughout the year.

Meeting the Essential Savings Needs of the Modern Workforce

December 7, 2022
By Millennium Trust
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As businesses of all sizes continue to deal with hiring and retention challenges, we look at the factors behind the transitory job market and what employers can do to address the changing needs of today’s modern workforce.

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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