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.
Opportunity Zone Funds provide significant tax incentives, as well as the potential to benefit communities across the U.S. and its territories. Millennium Trust’s unique expertise in the custody of alternative assets can help fund managers meet regulatory requirements and gain credibility with investors.
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.
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.
The House of Representatives is discussing proposed legislation that would restrict what Americans can own within their individual retirement accounts. Find out what the the unintended consequences may be.
Under new legislation, the Opportunity Zone Program presents exciting opportunities for real estate developers, fund managers and investors, with the potential to benefit communities across the U.S. and its territories. Learn how working with a qualified custodian can help attract investors and achieve fundraising...
Add diversity to your retirement nest egg with everything from start-ups to hybrid securities.
Learn how Millennium Trust’s alternative asset custody solutions deliver operational efficiencies, competitive pricing, and exceptional client service that have helped Glide Capital win clients and grow its onshore business.