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Take Action! Congressional Proposals to Change IRA Investment Rules Would Limit Choice & Hurt Small Businesses.

September 27, 2021
By Millennium Trust

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.

Confessions of Future Retirees: Learning About IRAs and Other Savings Options for the First Time

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.

Do You Flip Homes? Here Are 3 Reasons for Using a Self-Directed IRA

June 25, 2021
By Millennium Trust

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

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

April 27, 2021
By Millennium Trust

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.

Work Ahead: Rebuilding Financial Wellbeing and Retirement Security through the Workplace

April 8, 2021
By Millennium Trust

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.


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