Knowledge Center | Page 2 | Millennium Trust Company
Knowledge Center

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Personal Investing

Guide to Investing in Real Estate in a Retirement Account

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.

FAQ & How-To
10 minute read

Mutual Fund Guide

This document contains a list of mutual funds and fund families that can be held in an account with Millennium Trust.

FAQ & How-To

Discover MAIN®

Looking for an easier way to custody your Alternative Assets? The Millennium Alternative Investment Network ® (MAIN ® ) is the place to start.

Video

Pre-Custody Required Documentation

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...

FAQ & How-To
3 minute read

Our Role as Custodian

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.

Video

Catch-Up Contributions: Catching Up on Saving for Retirement

If you are age 50 or older and eligible to contribute to an IRA or employer-sponsored retirement plan, you may be able to deposit more than the maximum amount each year with catch-up contributions.

Article
4 minute read

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.

Article
5 minute read

Small Savings Can Add Up to a Big Difference

You may think you have plenty of time to save for retirement, but the truth is it's never too soon to start. Saving early and regularly, even if a small amount, can make a difference over time.

Article
4 minute read

Are You Prepared for a Rainy Day?

Your IRA or other qualified retirement account is a useful vehicle for building long-term retirement savings, but it's important to have separate savings for those rainy day emergencies.

Article
2 minute read

The Power of Saving Early

By saving even a small amount each month and letting those returns build on each other, Derek will be much more prepared for retirement than Melissa who waited to save.

Infographic
1 minute read

An Alternative Strategy for Diversification

Diversifying your portfolio can help protect against market volatility and help you reach long-term financial goals. Let's break down an alternative strategy for diversification.

Infographic
2 minute read

6 Steps to Build Your Retirement Income Strategy

For years, you've been putting away money into your retirement fund, looking forward to the day when you can say goodbye to work and enjoy your golden years. But just having a retirement nest egg isn't enough – you also need a retirement income strategy.

Article
2 minute read