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4 Unintended Consequences of Congressional Proposals to Change IRA Investment Rules
The House of Representatives is discussing proposed legislation that would restrict what Americans can own within their individual retirement accounts. Find out what the the unintended consequences may be.
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.
Traditional IRA Calculator
How can contributing to a regular IRA help you in your retirement?
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.
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...
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...
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...
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...