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Your health savings account cheat sheet

August 13, 2023
By Millennium Trust

HSAs are a great way to pay for health care expenses with tax-free money. Here’s what you need to know about HSAs.

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.

IRS Offers Supplemental Guidance to Clarify Provisions in SECURE Act

October 7, 2020
By Millennium Trust

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

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.

Will Your Retirement Plan Adopt CARES Act Provisions?

June 17, 2020
By Millennium Trust

CARES Act retirement plan provisions may be critical to the short-term financial health of some families. However, as plan sponsors know, an increase in plan distributions and loans could exacerbate the retirement crisis.


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