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Millennium Trust Offers the Expertise You Need
Millennium Trust has the experience to help navigate traditional and alternative investments
with administrative and custodial services for individuals, investment professionals and institutions. As one of the fastest growing custodians in the financial services market place, Millennium Trust is uniquely qualified to work with professional in the futures industry in
tapping into this huge business opportunity.
Millennium Trust clients have the opportunity to invest IRA funds in a variety of third-party
futures investments. We have the expertise and experience of working with firms that offer
these types of investments, and we provide the administrative, custodial and reporting services required for the Futures IRA accounts.
Millennium Trust IRA clients who invest in futures also have the confidence of knowing our dedicated Futures Support Team, in addition to being knowledgeable about IRS regulations
fully understands the CFTC
requirements and all the appropriate documentation requirements
of FCMs and other industry participants.
Our dedicated staff of professionals combines years of experience in the futures industry with proven expertise
in retirement plan administration. And because Millennium has been working with these types of account for several years we can work with advisors to reduce the amount
of time required to open up a futures account in
an IRA.
As custodian of a Futures IRA investment, Millennium Trust offers:
• No percentage 'holdback' of funds
• No minimum balance to establish accounts
• Expedited account openings
• Choice of Traditional IRA, Roth IRA, SEP IRA and Solo 401(k)s
• Same-day response to all clients inquiries
• Online Resources for Clients and Advisors
• Chicago-based, Nationwide Customer Base
* Futures IRA account owners are required to maintain a $500 balance in a cash-management option held at
Millennium Trust to handle associated fees.
To open an IRA account and to download/print forms (click here)
To view the Glossary of Terms (click here)
Past performance is not indicative of future results. The risk of loss in futures trading is substantial. |