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Personal Investing

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

These are Early Days for Cryptocurrencies and Blockchain

Views on cryptocurrency vary from intense skepticism to fervent enthusiasm. At this early stage it's difficult to define exactly what cryptocurrency is, or what it will become. In this white paper, we examine the different viewpoints on cryptocurrency, discuss blockchain technology, and address some of the challenges...

White Paper
4 minute read

Diversify Beyond Traditional Assets

Interested in investing in alternatives in a self-directed IRA? You’re not alone. Many investors are interested, but few realize how easy it can be.

Infographic

Navigate the World of Alternative Investments

As advisors increasingly turn to non-traditional investments in search of portfolio diversification and hedges against volatility, they need an ally to guide them through the complex world of alternative investments. Millennium Trust specializes in providing custody for alternatives and tailored solutions for...

Infographic

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

Expanding Access to Marketplace Loans

In this paper, we take a closer look at the available methods for both individual and institutional investors to gain exposure to marketplace loans. We briefly discuss the possible benefits to the industry of focusing on diversification–in a broader sense. Is it possible that by diversifying loan products, as well as...

White Paper
6 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 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