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Established in 2000, Millennium Trust is an expert provider of specialized custody solutions for alternative assets, investment accounts and retirement funds. Privately owned and independent, we began by focusing on unique custody solutions where no one else could or would.
Roth IRAs: Prepare for Your Future with a Roth IRA | Millennium Trust Company.
Upon transfer of your IRA to Millennium Trust, the funds in your IRA will initially be invested in one or more FDIC-insured, interest-bearing, demand accounts at banks not affiliated with Millennium, which we refer to as the Cash Sweep Program.
A Rollover IRA is an account that allows you to move funds from your prior employer-sponsored retirement plan into an IRA. With an IRA rollover, you can preserve the tax-deferred status of your retirement assets, without paying current taxes or early withdrawal penalties at the time of transfer.
With over a 150-year history of providing trust, custody and investment services, clients can rely on U.S. Bank for sound, strategic support backed by the strength and stability of one of the largest commercial banks in the United States.
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Self-Directed IRAs A self-directed IRA is a tax-advantaged account that gives you complete control over your retirement assets.
30-45 Days. Release of funds will be submitted upon the account being funded, all forms/documents in good order & completion of Millennium's Pre-Custody Process. Recorded Deed is held in custody by Millennium.
Millennium Trust Company is a leading financial services company offering niche alternative custody solutions to institutions, advisors and individuals. We serve as a complement to services offered by other custodians.
The IRS offers an exception that allows you to withdraw funds from your IRA to fund the purchase of a home. You can withdraw up to $10,000 to buy, build, or rebuild your first home. This withdrawal won't be subject to the 10% penalty, but depending on the type of IRA you have, it could be subject to income taxes.
30-45 Days. Release of funds will be submitted upon the account being funded, all forms/documents in good order & completion of Millennium's Pre-Custody Process. Recorded Deed is held in custody by Millennium.

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