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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

Top 4 Reasons Not to Take a Distribution

While it may sound like a good idea at first, there are serious tax implications to consider when taking an IRA distribution before retirement age.

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

IRA Spend It Or Save It Calculator

Use this calculator to determine the difference between spending your IRA now versus saving it for retirement.

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

Required Minimum Distribution (RMD)

Regardless of whether it’s your first time taking a Required Minimum Distribution (RMD) or you’ve been taking one for several years, when it comes to taking your RMD from an IRA holding alternative assets, it can get tricky. How can you best avoid delays and extra stress come December? Plan ahead!

Fact Sheet
2 minute read

Holding Private Equity in a Self-Directed IRA

Add diversity to your retirement nest egg with everything from start-ups to hybrid securities.

Article
3 minute read

Real Estate IRAs: Just the Facts

You can use your self-directed IRA to invest in real estate.

Article
2 minute read

Investor Custody Solutions

Investors are always seeking new ways to expand their portfolios and diversify investment holdings. Traditional diversification used to mean a combination of stocks, bonds, and mutuals funds. Today, evolving market conditions are spurring investors to expand their strategies beyond these traditional asset classes to...

Fact Sheet
3 minute read

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