Refine Your Search
Open FiltersSelect Sub-Category:
Roth vs. Traditional IRA Calculator
Use this calculator to determine which IRA may be right for you.
IRA Spend It Or Save It Calculator
Use this calculator to determine the difference between spending your IRA now versus saving it for retirement.
Individual 401(k) Savings Calculator
Use this calculator to see the benefits of an Individual 401(k) for the self-employed.
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!
Holding Private Equity in a Self-Directed IRA
Add diversity to your retirement nest egg with everything from start-ups to hybrid securities.
Real Estate IRAs: Just the Facts
You can use your self-directed IRA to invest in real estate.
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...
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.
Important Information Regarding Alternative Assets
Each Alternative Asset has unique features, requirements, and risks. Individual Investors and Advisors should perform the amount of research they feel necessary to ensure that investors understand the risks as well as the potential rewards involved with any investment. Here are some of the issues to consider, actions...
Investor Awareness
EDUCATE YOURSELF AGAINST FRAUD Check Before You Invest Check Before You Invest is an investor education awareness campaign created by the Retirement Industry Trust Association (RITA), the trade association for self-directed retirement plan providers, of which Millennium Trust is a member. The purpose of this...
IRA Guidelines
Investors who open accounts with Millennium Trust should understand that self-directed IRA custodians serve as passive custodians. We do not sell investments, determine suitability or provide due diligence on investments for IRA owners. The success of your investment program depends on your investment selection. There...
Precious Metals IRA Frequently Asked Questions
Provides answers to the most frequently asked questions regarding holding Precious Metals in your IRA.