Knowledge Center | Page 2 | Trust Company of America - Millennium Trust Company
Knowledge Center

Expert knowledge
You can count on

Personal Investing

IRA Spend It Or Save It Calculator

Use this calculator to determine the difference between spending your IRA now versus saving it for retirement.

Financial Calculators

Individual 401(k) Savings Calculator

Use this calculator to see the benefits of an Individual 401(k) for the self-employed.

Financial Calculators

Required Minimum Distribution (RMD)

Regardless of whether it’s your first time taking a Required Minimum Distribution (RMD) or you’ve been taking one for several years, when it comes to taking your RMD from an IRA holding alternative assets, it can get tricky. How can you best avoid delays and extra stress come December? Plan ahead!

Fact Sheet
2 minute read

Real Estate Infographic

High-end investors are sold on Real Estate but do not know much about IRAs.

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

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 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

Alternative Investments in Self Directed IRAs

Our self-directed IRAs give you control and flexibility to manage your own diversified portfolio of both traditional and alternative assets. Most investors consider flexibility an important requirement when deciding how and where to invest their retirement assets. Due at least in part to stock market volatility, more...

Fact Sheet
1 minute read

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
  •