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How the CARES Act Impacts IRAs and Retirement Plans
In addition to other coronavirus-related relief, the CARES Act impacts retirement account owners' required minimum distributions, penalties on withdrawals and IRA contribution deadlines. Note: Penalty-free withdrawals must occur in 2020. Learn more with our CARES Act FAQ .
How to Make an Alternative Asset Purchase (Pre-Custody Process)
The IRS allows self-directed Individual Retirement Accounts (IRAs) to hold a broad range of investment types. Many non-traditional assets, or alternative assets, can be held within an IRA but require specific investment documentation that’s not required for traditional investments, like stocks and bonds.
How to Gain Access to Your Automatic Rollover IRA
Has your retirement account from your former employer been automatically rolled over into a self-directed Individual Retirement Account (IRA) at Millennium Trust on your behalf? The first step to gaining access to your account is validating the information we have on the account and verifying your identity.
What You Need to Know about Required Minimum Distributions (RMDs)
This video explains the process and timeline for taking an RMD and the importance of planning ahead, especially if you need to fulfill your RMD using illiquid assets. With the SECURE Act signed into law in December 2019, the rules surrounding RMDs have changed, raising the RMD age from 70 ½ to 72, effective Jan 1...
How to Take a Distribution from Your Automatic Rollover Account
It’s a good goal to save for retirement, but unforeseen circumstances may sometimes derail your plans, and you may need to take some or all of your money out of your IRA. This video explains our online distribution process for Automatic Rollover accounts.
Required Minimum Distributions - Frequently Asked Questions
When retirement plan account owners reach age 73, they are responsible for taking a required minimum distribution (RMD) from their account. This process can be complicated depending on the account and assets involved. Following are some of the most common questions that we receive about RMDs.
Investing in Real Estate Using Your Self Directed IRA
Real estate has become an increasingly popular investment in building a diversified portfolio. Watch this brief video to learn more about holding real estate in a self-directed IRA.
My Automatic Rollover IRA
At Millennium Trust, we consider it a pleasure to work with IRA investors who need custody and administrative services. We see opportunities in what others might consider problems—opportunities to help clients prosper and grow.
Guide to Investing in Real Estate in a Retirement Account
Investing in real estate in a retirement account can be beneficial, but it can also be complex. Learn about the process, as well as some of the complexities, before you invest.
Mutual Fund Guide
This document contains a list of mutual funds and fund families that can be held in an account with Millennium Trust.
Alternative Asset Transactions-Required Documentation
To process a transaction for an account, we require specific documentation. This fact sheet outlines the documents needed to complete a transaction. All documentation should be sent directly to Millennium for processing. Millennium does not evaluate or perform due diligence on any investment, investment sponsor,...
Pre-Custody Required Documentation
To custody an Alternative Investment, we must first perform a Pre-Custody Review, which determines whether an investment is administratively feasible for an account. This fact sheet outlines the documents required to perform the review. Millennium does not evaluate or perform due diligence on any investment or...