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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...
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.
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.
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...
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...
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...
Precious Metals IRA Frequently Asked Questions
Provides answers to the most frequently asked questions regarding holding Precious Metals in your IRA.
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.
Real Estate Frequently Asked Questions
Provides answers to the most frequently asked questions regarding holding Real Estate in your IRA.