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Retirement Providers

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What to know about the SECURE 2.0 Act retirement bill

January 25, 2023

By Millennium Trust

SECURE 2.0 is a retirement bill that may impact your IRA or 401(k) or other workplace retirement plan.

Personal Investing

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Self-directed IRAs and alternative investments explained

May 17, 2023

By Millennium Trust

Investing with a self-directed IRA can give you the control and flexibility you need to manage your own diversified portfolio.

Retirement Providers

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Expanding your automatic rollover IRA program

April 6, 2023

By Millennium Trust

A comprehensive automatic rollover IRA solution is more important than ever. Learn how you can reduce retirement savings leakage and take advantage of opportunities created by SECURE 2.0.

Retirement Providers

What to know about the SECURE 2.0 Act retirement bill

January 25, 2023

By Millennium Trust

SECURE 2.0 is a retirement bill that may impact your IRA or 401(k) or other workplace retirement plan.

Personal Investing

Self-directed IRAs and alternative investments explained

May 17, 2023

By Millennium Trust

Investing with a self-directed IRA can give you the control and flexibility you need to manage your own diversified portfolio.

Retirement Providers

Expanding your automatic rollover IRA program

April 6, 2023

By Millennium Trust

A comprehensive automatic rollover IRA solution is more important than ever. Learn how you can reduce retirement savings leakage and take advantage of opportunities created by SECURE 2.0.

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Currently Filtered By: Tax

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

January 10, 2023

By Millennium Trust

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.

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.

Coronavirus Relief: CARES Act Impacts IRAs and Retirement Plans

April 7, 2020

By Millennium Trust

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

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.