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Personal Investing

How to Make an Alternative Asset Purchase (Pre-Custody Process)

The IRS allows self-directed Individual Retirement Accounts (IRAs) to hold a broad range of investment types. Many non-traditional assets, or alternative assets, can be held within an IRA but require specific investment documentation that’s not required for traditional investments, like stocks and bonds.

Video

Required Minimum Distributions - Frequently Asked Questions

When retirement plan account owners reach age 72, 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 RMDs.

FAQ & How-To
4 minute read

Top 5 Reasons to Consider Alternative Investments

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.

Video

Investing in Real Estate Using Your Self Directed IRA

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.

Video

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

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

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

Are Alternatives Right for Your Portfolio?

For some investors, alternative assets can complement traditional equities and fixed income, and can play a key role in a well-diversified portfolio—especially in tax-advantaged vehicles like IRAs.

eBook
10 minute read

Real Estate IRAs: Just the Facts

You can use your self-directed IRA to invest in real estate.

Article
2 minute read
Infographic

5 Reasons to Talk to Your Advisor About Using a Self-Directed IRA to Invest in Alternatives

Alternatives can play a key role as powerful diversifiers in your overall portfolio, and holding alternatives in your IRA can add the benefit of tax-free growth over time. Here are five reasons to discuss the possibilities with your advisor: Alternatives are part of a large and growing asset class. Alternative assets...

Article
3 minute read