If you missed the Fiserv deadline for transferring your account to a new custodian you may qualify for a 60- day rollover of those assets distributed to you by Fiserv.
Millennium Trust encourages you to consult with your tax professional and review the rollover requirements as specified in
If you qualify for a 60-day rollover and you wish to open an account with Millennium Trust, Click on this link to 8552729440. Millennium Trust will be honoring current published Fiserv annual account and asset holding fees until March 31, 2009.
Millennium Trust Company was founded on the belief that there is a growing need for a different type of financial services provider. One who has the flexibility and knowledge to provide administrative and custodial services for those individuals who wish to further diversify their retirement savings portfolios with alternative assets such as real estate, promissory notes, deeds of trust, hedge funds,
futures, foreign currency, private equity
and other non-publicly traded assets as well as traditional assets.
Millennium Trust Company is committed to providing the
highest level of administrative expertise as well as exceptional
service and support to those individuals wishing to self direct
a portion of their IRA funds in alternative assets –
look forward to working with you.
We encourage you
to explore the benefits of choosing Millennium Trust by
downloading a firm overview.
For new account information, click here.
If you have questions, email
1-888-338-0303 to speak with a client service representative.