Knowledge Center | Custodian - Millennium Trust Company
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Account Basics

Roth IRAs: Prepare for Your Future with a Roth IRA

A Roth IRA helps you save for retirement with the potential for future tax-free income.

Article
5 minute read

Traditional IRAs: Save for Your Retirement with a Traditional IRA

A traditional IRA allows you to save on your own for retirement with tax-deferred earnings and a possible tax-deduction.

Article
5 minute read

Traditional IRA Calculator

How can contributing to a regular IRA help you in your retirement?

Financial Calculators

Roth vs. Traditional IRA Calculator

Use this calculator to determine which IRA may be right for you.

Financial Calculators

Individual 401(k) Savings Calculator

Use this calculator to see the benefits of an Individual 401(k) for the self-employed.

Financial Calculators

My 403(b) Account: Questions & Answers

At Millennium Trust, we consider it a pleasure to work with 403(b) investors who need traditional custody and administrative services. We see opportunities in what others might consider problems – opportunities to help clients prosper and grow.

Fact Sheet
2 minute read

Solo 401(k) - Key Features and Benefits

For sole proprietors, the Solo 401(k) offers the same plan options, contribution limits and flexibility that are available in company 401(k) plans. As a result, single owner businesses are able to put away more money for retirement in a shorter amount of time using a combination of salary deferral and profit sharing...

Fact Sheet
2 minute read