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Alternative investments: a portfolio diversification strategy

July 27, 2023
By Millennium Trust

We dive into the knowledge gap preventing investors from pursuing alternatives and offer an overview of what alternative assets are.

SECURE 2.0 Act: 529 to Roth IRA rollover

June 15, 2023
By Millennium Trust

SECURE 2.0 Act Section 126 offers new options for excess or unused funds from 529 college savings plans. We explain the new Roth IRA retirement plan rollover option.

1031 exchange rules for vacation homes, primary residences, and mixed-use properties

June 2, 2023
By Accruit

A variety of circumstances must be considered when exchanging property that may have been or will be a principal residence or vacation home.

Basics of tax-deferred 1031 exchanges

May 31, 2023
By Accruit

We'll provide an overview of some of the most fundamental 1031 exchange rules and concepts, written in a way that doesn't require you to be a real estate attorney or a tax advisor to understand.

Importance of search services in the American retirement system

May 23, 2023
By Millennium Trust

The retirement facts and research tell us people are concerned about having enough in retirement. Search services, auto rollover IRAs and engagement may help.


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