How Did My Account Get Here?
A retirement account from your former employer has been automatically rolled over into a self-directed Individual Retirement Account (IRA) at Millennium Trust on your behalf. Explore additional options you have to build your retirement savings.
What is Form 1099-R?
This video explains IRS Form 1099-R.
What is Form 5498?
This video explains IRS Form 5498.
Why are Valuations needed?
Watch this video to learn more about what an Alternative Asset Valuation is and when one is needed.
How to obtain a Valuation
To properly report the Fair Market Value (FMV) of an asset, a qualified, independent third party should perform the valuation and provide supporting documentation.