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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.
Required Minimum Distributions - Frequently Asked Questions
When retirement plan account owners reach age 73, 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.
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.
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.
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.
Mutual Fund Guide
This document contains a list of mutual funds and fund families that can be held in an account with Millennium Trust.
Looking for an easier way to custody your Alternative Assets? The Millennium Alternative Investment Network ® (MAIN ® ) is the place to start.
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...
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.
Holding Private Equity in a Self-Directed IRA
Add diversity to your retirement nest egg with everything from start-ups to hybrid securities.
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.
Real Estate IRAs: Just the Facts
You can use your self-directed IRA to invest in real estate.