For millions of Americans, the self directed IRA has become a primary means of investing for retirement on a tax-advantaged basis. Recent industry estimates value assets held in self directed IRAs at more than $4 trillion, and that trend is expected to continue as the “Baby Boomers” near retirement.
As a self directed IRA custodian, Millennium Trust specializes in providing custodial services for a range of Individual Retirement Accounts, or IRAs.
In addition to traditional investments, self directed IRA investors who seek diversification may select among a variety of alternative assets including
hedge funds, real estate,
futures and more.
Each of these tax-advantaged retirement plans has unique features and restrictions, including how much can be contributed annually and how those contributions, earnings and distributions are taxed. We recommend consulting with a tax advisor before deciding on an appropriate self directed IRA.
Featured to the right are links to brief descriptions of the types of IRAs available, the funding options, and how to open
a self directed IRA at Millennium Trust or request a distribution.
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> Personal IRAs
> Employer Sponsored IRA
> Roth Conversion Opportunity
> Benefits of Conversion
> Important Considerations
> Real Estate Example
> Contributions
> Tax Deductibility of Contributions
> IRA Transfers
> IRA Rollovers
> Distributions from Your IRA
> Prohibited Transactions
> Unrelated Business Taxable Income (UBTI)
> Alternative Investments
> Traditional Investments
> Cash Investment Program
> FAQs
> Fact Sheets
> Glossary of Terms
> Account Forms
> Request a Distribution |
