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Account Basics

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

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

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

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