Proposed changes to the laws governing what can be held within an individual retirement account (IRA) are perplexing. Not only would they upend the well-established investment strategies of many everyday American retirement investors, but they would also reduce Americans’ ability to diversify within tax-advantaged retirement accounts.

Two of our summer interns, Hannah and Lucas, share what they’ve realized about saving and investing in their 20s since starting their internship at Millennium Trust.

For real estate investors, self-directed IRAs allow them to invest in what they know, easily access capital and gain tax advantages.

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.

While some Americans made it through 2020’s financial challenges relatively easily, a significant number have seen their financial security deteriorate – even those who maintained their employment. Employers can help these individuals rebuild their financial security.