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Plan for Your Retirement Journey

No matter where you are in your retirement journey, be empowered to meet your goals with exceptional resources and innovative ways to invest.

How can we help you?

View Rollover IRA Distribution Instructions
Take Control of my Account
Review our Custody Process
Open a self-directed IRA
MAIN® Discover. Research. Invest.

Welcome Transamerica Clients

As you are aware, Transamerica has arranged for Millennium Trust Company to serve as the new custodian and administrator of your IRA. To learn more about managing and accessing your account through this process including important dates and frequently asked questions, visit the Transamerica landing page.

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Your Enhanced Investing Experience is Here!

Our Traditional and Roth IRA clients now have access to the enhanced MTC Investment Platform. The streamlined experience makes it easy to view your investments, and provides access to endless investment options, including stocks, ETFs and mutual funds.

You can also explore educational articles and videos, create watch lists and access fund fact sheets and market data provided by Morningstar, Inc.®

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Be Confident with your Investment Decisions

Whether you want to invest in alternative assets (like hedge funds, private equity, real estate or precious metals), or traditional assets like stocks, ETFs or mutual funds, you can be confident that Millennium Trust is on your side. We empower you with trusted expertise, exceptional service and access to a wide range of options.

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See What Our Clients are Saying

Investing in Real Estate with a Self-Directed IRA

One of the “best kept secrets” in the real estate industry is that you can invest with a self-directed IRA. Be sure to understand your options and the do’s and don’ts of investing in an IRA first.

Firm Hires Sirisha Gorjala as Chief Product Officer

Millennium Trust invests in product leadership to deliver best-in-class digital experiences and support a growing consumer base.

Emergency Savings: Planning for Unplannable

Head of Retirement Services, Pete Welsh joins the podcast to discuss the importance of having a dedicated plan in place for dealing with unexpected expenses, and how to do so through the workplace.

Ready to get Started?

We make taking control of your retirement savings simple. Our custody solutions put you in charge of your investment decisions and you’ll receive unmatched service and support.

Rollover IRASelf-Directed IRA