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Investment Professionals

Getting to Know Your Custodian

A qualified custodian provides your clients with the transparency that the custody rule requires. Our specialized custody solutions complement other investment services, helping you serve a broader range of investor needs and making it easier for you to do what you do best.

Fact Sheet
6 minute read

Solo 401(k) - Key Features and Benefits

For sole proprietors, the Solo 401(k) offers the same plan options, contribution limits and flexibility that are available in company 401(k) plans. As a result, single owner businesses are able to put away more money for retirement in a shorter amount of time using a combination of salary deferral and profit sharing...

Fact Sheet
2 minute read

Real Estate in Retirement Accounts

Discover Possibilities Beyond the Traditional OVERVIEW Investing in real estate for the purpose of growing retirement wealth or turning retirement savings into income is becoming more popular. Millennium Trust Company provides the highest level of administrative expertise as well as exceptional service to individuals...

Fact Sheet
2 minute read