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Investment Professionals

The Importance of Retirement Readiness

In the US, millions of households are not on track to maintain their lifestyle in retirement. Learn about the important spending and saving factors to consider when planning for the future.

Video

Mutual Fund Guide

This document contains a list of mutual funds and fund families that can be held in an account with Millennium Trust.

FAQ & How-To

Solo 401(k) - Key Features and Benefits

For sole proprietors, the Solo 401(k) offers the same plan options, contribution limits and flexibility that are available in company 401(k) plans. As a result, single owner businesses are able to put away more money for retirement in a shorter amount of time using a combination of salary deferral and profit sharing...

Fact Sheet
2 minute read

Real Estate in Retirement Accounts

Discover Possibilities Beyond the Traditional OVERVIEW Investing in real estate for the purpose of growing retirement wealth or turning retirement savings into income is becoming more popular. Millennium Trust Company provides the highest level of administrative expertise as well as exceptional service to individuals...

Fact Sheet
2 minute read