Most investors consider flexibility an important requirement when deciding how and where to invest their retirement assets. It is surprising to find that many remain unaware of the range of choices available to them for investment in self-directed retirement plans such as a Traditional IRA, Roth IRA, SEP, SIMPLE or Solo 401(k) accounts.
Including alternative investments as part of an overall investment strategy is increasingly viewed as a reliable way to further diversify retirement savings. Millennium Trust’s unique experience and expertise in the custody of these non-traditional assets allows you the widest choice in the type of investments for your self-directed IRA or Solo 401(k).
DIVERSIFY BEYOND TRADITIONAL ASSETS
We custody both traditional and alternative assets within retirement plans that are frequently not accepted by most other custodians. In addition to traditional assets such as stocks, bonds and mutual funds, we also custody:
- Real Estate
- Mortage/Trust Deeds
- Hedge Funds
- Promissory Notes
- Private Stock
- Gold and other precious metals
There are specific documents associated with investing in any of the alternative investments available at Millennium Trust. Any investment direction or other forms necessary for your IRA or Solo 401(k) account are easily accessible on our website, www.mtrustcompany.com. In addition, our knowledgeable, experienced associates can assist you with the various steps and paperwork required for each type of alternative investment.
THE SMART ALTERNATIVE
What distinguishes Millennium Trust is our ability to custody both traditional and alternative investments in IRA and Solo 401(k)s. With a Millennium Trust IRA or Solo 401(k), all of an account’s assets can be handled in one place, by one custodian. Once established, an investor will receive one statement and will experience a commitment to client service unsurpassed anywhere in the financial services industry. Having the accounts alternative assets with a single custodian saves valuable time and avoids frustration.
CONTACT US TODAY
Please call or visit our website at www.mtrustcompany.com.