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Account Basics

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

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...

Fact Sheet
6 minute read

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...

Article
1 minute read

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...

Article
4 minute read

Take Control of Your Retirement Savings

Self-directed IRAs provide investors a wide range of choices when saving for retirement. Learn more about the different custody options, online tools and choice of investments you have for your IRA.

Fact Sheet

Futures Investment Timeline

This timeline provides a guideline on how long it takes to open, fund, and invest if you choose to hold Futures/Forex in your account.

Fact Sheet
2 minute read

Futures Trading IRA

Individual Retirement Accounts (IRAs) offer investors options to further diversify their retirement holdings by allowing investments in a wide range of asset types. Investors can use IRAs to trade futures, forex and commodities in a standard brokerage account, while benefiting from the various tax advantages available...

Fact Sheet
2 minute read

Hedge Funds in Self Directed IRAs

AN OPPORTUNITY FOR FUND SPONSORS AND INVESTORS Self-directed IRAs provide the type of benefits that many investors are looking for, such as tax advantaged savings and flexibility. They also represent a vast source of capital that can be invested in various types of alternative, non-traditional assets such as hedge...

Fact Sheet
2 minute read

Solo 401(k) - Key Features and Benefits

For sole proprietors, the Solo 401(k) offers the same plan options, contribution limits and flexibility that are available in company 401(k) plans. As a result, single owner businesses are able to put away more money for retirement in a shorter amount of time using a combination of salary deferral and profit sharing...

Fact Sheet
2 minute read

Precious Metals IRA Frequently Asked Questions

Provides answers to the most frequently asked questions regarding holding Precious Metals in your IRA.

Fact Sheet
6 minute read

Private Placement Investment Timeline

This timeline provides a guideline on how long it takes to open, fund, and invest if you choose to hold a private placement in your account.

Fact Sheet
2 minute read

Real Estate Frequently Asked Questions

Provides answers to the most frequently asked questions regarding holding Real Estate in your IRA.

Fact Sheet
6 minute read