Millennium Trust Company

Happy Martin Luther King Day! Our offices are closed today in remembrance of a great leader. We'll be here to answer your questions tomorrow, Jan. 16.

Have you checked your contribution amount for your HSA for 2024 yet? The new year is a great time to make new plans for your retirement.

Explore how an HSA can help you now, into retirement, and beyond: https://ow.ly/Q4Bt50QobrM

Questions about when you'll get tax forms from Millennium Trust? You have our support.

Get more information on our tax forms: https://ow.ly/Xfig50QobfA

Questions about the welcome letter you got from us? We're here to answer them.

Your previous employer chose us to be the custodian for your retirement account(s). With Millennium Trust, you have lots of options to make the most of your IRA.

Learn more and reconnect with your retirement funds: https://login.mtrustcompany.com/login?state

Our offices will be closed today for the holiday. We will be back to answer your questions tomorrow, Jan. 2.

We hope you've been enjoying the holidays and soaking up the last few weeks of 2023.

As we approach the end of the year, we just want to say we appreciate all our customers. Thank you all for a year full of changes and giving us an opportunity to help you on your health and wealth journey. We're excited to continue serving you in 2024 and beyond.

Happy Holidays! We'll be closed today for the holiday. We will be back to answer your questions tomorrow, Dec. 26.

As we approach the New Year, you may want to reevaluate your retirement savings, but don't forget about your small balance accounts.

If your retirement account has been rolled over to us, don't worry, we're here to help reconnect you with your money.

Reconnect with your funds and learn about our IRA options: https://ow.ly/qMKJ50Qec9O

Are you looking to try something new, like diversifying your portfolio, in 2024? Alternative assets can help you implement more ways to invest — and you can do it with your Millennium Trust IRA.

Learn more about our IRAs and what you can do with alternative assets: https://ow.ly/q8lJ50Qec2g

It's important to keep your cybersecurity in mind all year long, even when you're taking time off for the holidays.

Take these 5 tips with you into the new year and beyond: https://ow.ly/oYhv50QebXY

It's the last month of the year, which means it's time to get your year-end forms filled out.

Check out our list to make sure you have everything you need: https://ow.ly/Sprw50Qe9Vm

Our offices are closed today for Thanksgiving. We will be ready to answer your questions tomorrow, Nov. 24.

When your retirement account from a previous employer is rolled over to Millennium Trust, you have a few options to chose from.

Get started on claiming your money today: https://www.mtrustcompany.com/individuals/offerings/rollover-ira/benefits-services

If your retirement account was rolled over to us, you can rest easy knowing it's in an interest-earning, FDIC-insured account. And you can claim it anytime you want.

Reconnect with your retirement savings: https://ow.ly/l2nc50Q2oik

If you have an automatic rollover IRA with us, you have options. One of those options is to invest in stocks, mutual funds, ETFs, and more in our MTC Investment Platform. https://ow.ly/7SNi50Q2nLC

The end of the year is closer than you think, which means it might be time to take your yearly required minimum distribution.

If you're 73 and over, you may need to take an RMD to stay compliant with tax regulations. If you have questions about how to take your RMD at Millennium Trust, take a look at our FAQs: https://ow.ly/jl8m50Q2nyi

Some might say it's Halloween, but we say it's National 1031 Day. have been an integral part of the U.S. economy for over 100 years.

Learn more how Accruit, a Millennium Trust solution, uses this powerful tax strategy: https://ow.ly/VmM750Q2IQ2

As the end of the year gets closer, so too does the deadline for required minimum distributions. With SECURE 2.0, RMDs will look different in the next couple of years.

Read up on RMDs and how SECURE 2.0 is changing them: https://ow.ly/emMn50PRq47

If you're exploring 1031 exchange qualified intermediary options and you need to learn more, Accruit, a Millennium Trust solution, is here to help.

Learn how Accruit puts the "qualified" in 1031 exchange qualified intermediary: https://ow.ly/XRM150PRpXJ

Did you know that you can use your automatic rollover to invest in mutual funds and ETFs?

Get all the details: https://ow.ly/4HPX50PRppK

SECURE 2.0 is set to bring a lot of changes to the way Americans save for retirement. One way being how unused funds in a 529 plan will be able to be rolled over into a Roth IRA.

Read our blog on how SECURE 2.0 will impact 529 plans: https://ow.ly/2ZUF50PRpiW

Have you gotten a welcome letter from Millennium Trust? That means your previous employer chose us to hold your money and get in touch with you.

Find out how to reconnect with your money: https://ow.ly/fHHq50PRp62

There are many opportunities to invest in real estate including self-directed IRAs and 1031 exchanges.

Check out 's blog post to learn more: https://ow.ly/Ulhy50PRnyn

If you requested an extension on your 2022 taxes, the Oct. 16 deadline is approaching quickly. You can find your Millennium Trust tax documents in our online portal or give us a call at 800-258-7878.

Keeping your account with Millennium Trust means you get access to Simple Select, one of our investment tools that can help you plan for tomorrow.

Explore the details: https://www.mtrustcompany.com/individuals/offerings/rollover-accounts

You're in control of your money when you claim your account with Millennium Trust. After registering through our online portal, you can keep your account with us, transfer your money to another IRA provider, move it to your current 401(k), or withdraw it.

Learn more about your options: https://www.mtrustcompany.com/individuals/offerings/rollover-accounts