Emergencies are unpredictable and often expensive. Make sure you’re prepared for when something difficult happens without having to dip into your retirement savings.
When retirement plan account owners reach retirement age—typically at age 70½—they are responsible for taking a required minimum distribution (RMD) from their account. This process can be complicated depending on the account and assets involved. Following are some of the most common questions that we receive about...
In the US, millions of households are not on track to maintain their lifestyle in retirement. Learn about the important spending and saving factors to consider when planning for the future.
Alternative investments can act as powerful diversifiers in a portfolio and in a self-directed IRA. Learn about the top 5 reasons to consider them.
Real estate has become an increasingly popular investment in building a diversified portfolio. Watch this brief video to learn more about holding real estate in a self-directed IRA.
Investing in real estate in a retirement account can be beneficial, but it can also be complex. Learn about the process, as well as some of the complexities, before you invest.
This document contains a list of mutual funds and fund families that can be held in an account with Millennium Trust.
Looking for an easier way to custody your Alternative Assets? The Millennium Alternative Investment Network ® (MAIN ® ) is the place to start.
To custody an Alternative Investment, we must first perform a Pre-Custody Review, which determines whether an investment is administratively feasible for an account. This fact sheet outlines the documents required to perform the review. Millennium does not evaluate or perform due diligence on any investment or...
We often get asked, "What exactly do you do as a custodian?". This video explains what we do as your custodian, why our role is necessary and the services we provide.
How can contributing to a regular IRA help you in your retirement?
Use this calculator to determine which IRA may be right for you.