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Know Your Small Business Retirement Plan Options: What is a SIMPLE IRA?

November 25, 2022
By Millennium Trust
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When a 401(k) plan isn’t the right fit, small businesses have retirement savings options that are less expensive and less administratively complex such as SIMPLE IRAs.

The Payroll Deducted IRA: An Easy Retirement Plan Option for Small Businesses

November 23, 2022
By Millennium Trust
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A 401(k) plan is often too expensive and complex for a small business. The good news is small employers have other options that offer affordability and flexibility.

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

April 27, 2021
By Millennium Trust
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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.

IRS Offers Supplemental Guidance to Clarify Provisions in SECURE Act

October 7, 2020
By Millennium Trust
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In early September, the IRS published supplemental guidance for some provisions in the SECURE Act. The information may affect how plan sponsors manage qualified retirement plans, as well as how individuals contribute to IRAs.

SEC Adopts New Accredited Investor Definition, and You May Qualify

September 15, 2020
By Millennium Trust
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Late last month, the Securities and Exchange Commission (SEC) adopted amendments to the accredited investor definition that make it possible for financially savvy investors, who may not meet established financial metrics, to add private market investments to their portfolios.

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